Other · DOL Form 5500 · 2023

Trustees of Grinnell College Retirement Plan

Data updated 2026-08-25

$353M
Total assets Above avg plan size
810
Participants Near avg headcount
97th
Percentile by assets National rank
$435,248
Avg per participant High balance/head
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Official DOL plan name: Grinnell College Employees Retirement Savings Plan · Sponsored by Trustees of Grinnell College · Iowa · Educational Services

$353M in assets, 810 participants

Trustees of Grinnell College's Grinnell College Employees Retirement Savings Plan reported $353M in total assets and 810 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #3,546 in Educational Services (3,735 peers)

Where Grinnell College Employees Retirement Savings Plan sits by assets

Grinnell College Employees Retirement Savings Plan sits in the top 5% of all filed plans by assets, $353M for 810 participants (~$435,248/participant), up 11.9% in 2023.

#3,546
in Educational Services (3,735 peers)
+11.9%
assets growth YoY
3.5×
vs typical plan assets (national mean)

Grinnell College Employees Retirement Savings Plan's outsized position by total assets

Grinnell College Employees Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$352,550,863 Top 3% higher than 97% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Grinnell College Employees Retirement Savings 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. Grinnell College Employees Retirement Savings Plan sits mid-pack in the medium band (810 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Grinnell College Employees Retirement Savings Plan reported net income rose from -$43M in the plan year 2022 filing to $37M in the plan year 2023 filing.
  • Grinnell College Employees Retirement Savings Plan end-of-year assets rose from $315M in the plan year 2022 filing to $353M in the plan year 2023 filing.
  • Grinnell College Employees Retirement Savings Plan reported participants rose from 758 in the plan year 2022 filing to 810 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 420680387 · Trustees of Grinnell College PY 2023 · Other

Grinnell College Employees Retirement Savings Plan · $353M · 810 · 97th

  • TYPE $353M
  • TYPE 810
  • TYPE 97th
  • TYPE Other
  • TYPE near Colorado College Retirement Benefit Plan
  • TYPE ind #3546

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 →

Grinnell College Employees Retirement Savings Plan in the asset neighbourhood

Grinnell College Employees Retirement Savings PlanGrinnell College Employees R…$353MColorado College Retirement Benefit PlanColorado College Retirement …$353MSaint Francis Health System, Inc. 403(b) Savings PSaint Francis Health System,…$352MPih Health, Inc. 403(b) Plan$352MClarkson University Pension PlanClarkson University Pension …$351M
End-of-year total assets ($M) among Grinnell College Employees Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$315M
Net Assets (End of Year)$353M
Net Income$37M
Employer EIN420680387
Plan Effective Date1920-05-07
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of Grinnell College)

Sponsor-wide plan assets over time

All Trustees of Grinnell College plans reported in each filing year

Latest sponsor-wide plan assets
$374M 18.821951060616176% vs 2022
2024 filing year
$300M$320M$340M$360M$380M$400M 202220232024 $315M $374M ▲ +18.8%
Year Plans Participants Total Assets
2022 1 758 $315M
2023 1 810 $353M
2024 1 841 $374M

Nearby Other Plans in Iowa

Peer Other plans, same state, same plan type, ranked by total assets.

Grinnell College Employees Retirement Savings Plan vs. nearby Other plans in Iowa, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 0200400600800 Total assets ($M) Participants Grinnell College Employees Retirement Savings Plan, Total assets ($M): 352.550863 · Participants: 810Grinnell College Employees Retirement Savings PlanIaicu Multiple Employer Plan, Total assets ($M): 593.244111 · Participants: 2396Iaicu Multiple Employer PlanAct, Inc. Defined Contribution Retirement Plan, Total assets ($M): 425.690125 · Participants: 1043Act, Inc. Defined Contribution Retirement PlanGenesis Health System Retirement Savings Plan, Total assets ($M): 344.594954 · Participants: 4651Genesis Health System Retirement Savings PlanDrake University Mandatory Tax-Deferred Annuity Retirement Plan, Total assets ($M): 277.013704 · Participants: 1224Drake University Mandatory Tax-Deferred Annuity Retirement PlanSt. Ambrose University Defined Contribution Plan, Total assets ($M): 117.936138 · Participants: 686St. Ambrose University Defined Contribution Plan
Grinnell College Employees Retirement Savings Plan vs. nearby Other plans in Iowa, assets vs. participants
Compare Grinnell College Employees Retirement Savings Plan side-by-side with 3 peers →

Grinnell College Employees Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside Iowa, the nearest Other by assets is Colorado College Retirement Benefit Plan in CO ($353M); by covered participants it is Birch Family Services 403(b) Retirement Savings Plan in NY (810 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($353M here).

Similar participant headcount

Nearest other-state filings by covered participants (810 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.

Frequently Asked Questions

How did Grinnell College Employees Retirement Savings Plan assets move in 2023? ▼
Grinnell College Employees Retirement Savings Plan grew at a solid clip - up 11.9% during 2023, from $315M to $353M. Reported net income was $37M.
How have Trustees of Grinnell College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of Grinnell College's sponsor-wide assets grew 18.8%, from $315M to $374M.
Where does Grinnell College Employees Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Grinnell College Employees Retirement Savings Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Grinnell College Employees Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is Colorado College Retirement Benefit Plan in CO ($353M, 707 participants).
Which Other plans cover a similar participant headcount to Grinnell College Employees Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Birch Family Services 403(b) Retirement Savings Plan in NY (810 participants, $15M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 420680387.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.