IAICU MULTIPLE EMPLOYER PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
IOWA INDEPENDENT HIGHER EDUCATION RESEARCH FOUNDATION
This Profit Sharing plan holds $593M in total assets and serves 2,396 participants as of 2023. It is sponsored by IOWA INDEPENDENT HIGHER EDUCATION RESEARCH FOUNDATION in Iowa. The plan reported positive net income of $33M for the year.
What the Filing Says About IAICU MULTIPLE EMPLOYER PLAN
IAICU MULTIPLE EMPLOYER PLAN is a Profit Sharing retirement plan sponsored by IOWA INDEPENDENT HIGHER EDUCATION RESEARCH FOUNDATION, headquartered in Iowa. As of the 2023 Form 5500 filing, the plan reports $593M in total end-of-year assets and covers 2,396 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 421420268, and the plan has been effective since 2021-10-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $496M at the beginning of 2023 to $593M at year-end — a gain of 19.6%. Net assets (after liabilities) closed the year at $593M, with reported net income of $33M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $496M |
| Total Assets (End of Year) | $593M |
| Net Assets (End of Year) | $593M |
| Net Income | $33M |
| Plan Type | Profit Sharing |
| Employer EIN | 421420268 |
| Plan Effective Date | 2021-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (IOWA INDEPENDENT HIGHER EDUCATION RESEARCH FOUNDATION)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,131 | $496M |
| 2023 | 1 | 2,396 | $593M |
| 2024 | 1 | 2,554 | $621M |
Nearby Profit Sharing Plans in Iowa
Peer Profit Sharing plans — same state, same plan type — ranked by total assets.
- ACT, INC. DEFINED CONTRIBUTION RETIREMENT PLAN $426M · 1,043
- FAREWAY STORES, INC. 401(K) PROFIT SHARING PLAN $360M · 5,452
- GENESIS HEALTH SYSTEM RETIREMENT SAVINGS PLAN $345M · 4,651
- DRAKE UNIVERSITY MANDATORY TAX-DEFERRED ANNUITY RETIREMENT PLAN $277M · 1,224
- ST. AMBROSE UNIVERSITY DEFINED CONTRIBUTION PLAN $118M · 686
Related Data
Guides
Related Data on Other Portals
Frequently Asked Questions
How much money is in the IAICU MULTIPLE EMPLOYER PLAN? ▼
What type of plan is IAICU MULTIPLE EMPLOYER PLAN? ▼
Who sponsors the IAICU MULTIPLE EMPLOYER PLAN? ▼
How did IAICU MULTIPLE EMPLOYER PLAN perform in 2023? ▼
Where can I find official filings for IAICU MULTIPLE EMPLOYER PLAN? ▼
How does IAICU MULTIPLE EMPLOYER PLAN compare to other plans? ▼
Explore PlainRetire
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 421420268.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.