Other · DOL Form 5500 · 2023
William Penn University Retirement Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 155
- Participants Small participant base
- 78th
- Percentile by assets National rank
- $176,489
- Avg per participant Above avg balance/head
Official DOL plan name: William Penn University 403(b) DC Plan · Sponsored by William Penn University · Iowa · Educational Services
$27M in assets, 155 participants
William Penn University's William Penn University 403(b) DC Plan reported $27M in total assets and 155 participants in its 2023 DOL Form 5500 filing, ranking in the 78th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #2,330 in Educational Services (3,735 peers)
Coverage in Iowa
William Penn University 403(b) DC Plan covers 155 participants in Iowa, about 25% of the average Iowa filer (state average ~609 per filing). Assets: $27M.
- #2,330
- in Educational Services (3,735 peers)
- +7.6%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
William Penn University 403(b) DC Plan's outsized position by total assets
William Penn University 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$27,355,817 Top 22% higher than 78% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
William Penn University 403(b) DC Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. William Penn University 403(b) DC Plan sits mid-pack in the medium band (155 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- William Penn University 403(b) DC Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- William Penn University 403(b) DC Plan reported participants rose from 141 in the plan year 2022 filing to 155 in the plan year 2023 filing.
- William Penn University 403(b) DC Plan end-of-year assets rose from $25M in the plan year 2022 filing to $27M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 420707120 · William Penn University PY 2023 · Other
William Penn University 403(b) DC Plan · $27M · 155 · 78th
- VS-ST $27M
- BOY 155
- SCH 78th
- EBSA Other
- PART near Brio Living Services 403(b) Plan
- TYPE ind #2330
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Educational Services retirement plans → · Plans in Iowa →
William Penn University 403(b) DC Plan in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $2M |
| Employer EIN | 420707120 |
| Plan Effective Date | 1959-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (William Penn University)
Sponsor-wide plan assets over time
All William Penn University plans reported in each filing year
- Latest sponsor-wide plan assets
- $28M 10.750651138073373% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 141 | $25M |
| 2023 | 1 | 155 | $27M |
| 2024 | 1 | 163 | $28M |
Nearby Other Plans in Iowa
Peer Other plans, same state, same plan type, ranked by total assets.
- Iaicu Multiple Employer Plan $593M · 2,396
- Act, Inc. Defined Contribution Retirement Plan $426M · 1,043
- Grinnell College Employees Retirement Savings Plan $353M · 810
- Genesis Health System Retirement Savings Plan $345M · 4,651
- Drake University Mandatory Tax-Deferred Annuity Retirement Plan $277M · 1,224
William Penn University 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside Iowa, the nearest Other by assets is Brio Living Services 403(b) Plan in MI ($27M); by covered participants it is Entekra LLC Retirement Savings Plan in TN (155 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
- Brio Living Services 403(b) Plan (MI) $27M · 1,193
- National Baseball Hall of Fame and Museum Inc. Retirement Plan (NY) $27M · 81
- Old Dominion University Research Foundation Tax-Sheltered Retirement Plan (VA) $27M · 1,075
- 401(k) Profit-Sharing Plan for Workforce Business Services, Inc. (FL) $27M · 1,037
Similar participant headcount
Nearest other-state filings by covered participants (155 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.