401(k) · DOL Form 5500 · 2023

State University of Iowa Foundation 401(k) Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
277
Participants Below avg headcount
84th
Percentile by assets National rank
$158,017
Avg per participant Above avg balance/head
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Official DOL plan name: University of Iowa Foundation 401(k) Plan · Sponsored by State University of Iowa Foundation · Iowa · Educational Services

$44M in assets, 277 participants

State University of Iowa Foundation's University of Iowa Foundation 401(k) Plan reported $44M in total assets and 277 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #2,677 in Educational Services (3,735 peers)

Coverage in Iowa

University of Iowa Foundation 401(k) Plan covers 277 participants in Iowa, about 45% of the average Iowa filer (state average ~609 per filing). Assets: $44M.

#2,677
in Educational Services (3,735 peers)
+23.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

University of Iowa Foundation 401(k) Plan's outsized position by total assets

University of Iowa Foundation 401(k) Plan vs every filed plan by assets

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

$43,770,756 Top 16% higher than 84% 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

University of Iowa Foundation 401(k) 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. University of Iowa Foundation 401(k) Plan sits mid-pack in the medium band (277 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • University of Iowa Foundation 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • University of Iowa Foundation 401(k) Plan end-of-year assets rose from $36M in the plan year 2022 filing to $44M in the plan year 2023 filing.
  • University of Iowa Foundation 401(k) Plan reported participants rose from 256 in the plan year 2022 filing to 277 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 420796760 · State University of Iowa Foundation PY 2023 · 401(k)

University of Iowa Foundation 401(k) Plan · $44M · 277 · 84th

  • PART $44M
  • PART 277
  • PART 84th
  • PART 401(k)
  • PART near Apco Holdings 401(k) Plan
  • PART ind #2677

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 →

University of Iowa Foundation 401(k) Plan in the asset neighbourhood

Twin Rivers Technologies Plan$44MRawle & Henderson Retirement PlanRawle & Henderson Retirement…$44MUniversity of Iowa Foundation 401(k) PlanUniversity of Iowa Foundatio…$44MApco Holdings 401(k) Plan$44MRubies II, LLC 401(k) Retirement PlanRubies II, LLC 401(k) Retire…$44M
End-of-year total assets ($M) among University of Iowa Foundation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$44M
Net Income$8M
Employer EIN420796760
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (State University of Iowa Foundation)

Sponsor-wide plan assets over time

All State University of Iowa Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$51M 43.35947302189849% vs 2022
2024 filing year
$30M$35M$40M$45M$50M$55M 202220232024 $35.6M $51M ▲ +43.4%
Year Plans Participants Total Assets
2022 1 256 $36M
2023 1 277 $44M
2024 1 295 $51M

Nearby 401(k) Plans in Iowa

Peer 401(k) plans, same state, same plan type, ranked by total assets.

University of Iowa Foundation 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants University of Iowa Foundation 401(k) Plan, Total assets ($B): 0.043770756 · Participants: 277University of Iowa Foundation 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
University of Iowa Foundation 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare University of Iowa Foundation 401(k) Plan side-by-side with 3 peers →

University of Iowa Foundation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Apco Holdings 401(k) Plan in GA ($44M); by covered participants it is Onin Group 401(k) Plan in AL (277 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($44M here).

Similar participant headcount

Nearest other-state filings by covered participants (277 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 University of Iowa Foundation 401(k) Plan assets move in 2023? ▼
University of Iowa Foundation 401(k) Plan grew sharply - up 23.1% during 2023, from $36M to $44M. Reported net income was $8M.
How have State University of Iowa Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), State University of Iowa Foundation's sponsor-wide assets grew 43.4%, from $36M to $51M.
Where does University of Iowa Foundation 401(k) Plan rank by assets among Form 5500 filers? ▼
University of Iowa Foundation 401(k) Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to University of Iowa Foundation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Apco Holdings 401(k) Plan in GA ($44M, 452 participants).
Which 401(k) plans cover a similar participant headcount to University of Iowa Foundation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Onin Group 401(k) Plan in AL (277 participants, $3M 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 420796760.

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.