Other · DOL Form 5500 · 2023

Upper Iowa University Retirement Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
473
Participants Below avg headcount
85th
Percentile by assets National rank
$97,370
Avg per participant Below avg balance/head
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Official DOL plan name: Upper Iowa University 403(b) Retirement Plan · Sponsored by Upper Iowa University · Iowa · Educational Services

$46M in assets, 473 participants

Upper Iowa University's Upper Iowa University 403(b) Retirement Plan reported $46M in total assets and 473 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #2,723 in Educational Services (3,735 peers)

Where Upper Iowa University 403(b) Retirement Plan sits by assets

Upper Iowa University 403(b) Retirement Plan sits in the top quartile of all filed plans by assets, $46M for 473 participants (~$97,370/participant), up 9.0% in 2023.

#2,723
in Educational Services (3,735 peers)
+9.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Upper Iowa University 403(b) Retirement Plan's outsized position by total assets

Upper Iowa University 403(b) Retirement Plan vs every filed plan by assets

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

$46,056,102 Top 15% higher than 85% 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

Upper Iowa University 403(b) Retirement 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. Upper Iowa University 403(b) Retirement Plan sits mid-pack in the medium band (473 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Upper Iowa University 403(b) Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Upper Iowa University 403(b) Retirement Plan end-of-year assets rose from $42M in the plan year 2022 filing to $46M in the plan year 2023 filing.
  • Upper Iowa University 403(b) Retirement Plan reported participants fell from 486 in the plan year 2022 filing to 473 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 420680372 · Upper Iowa University PY 2023 · Other

Upper Iowa University 403(b) Retirement Plan · $46M · 473 · 85th

  • TYPE $46M
  • TYPE 473
  • TYPE 85th
  • TYPE Other
  • TYPE near University of Cincinnati Foundation Defined Contribution Retirement Plan
  • TYPE ind #2723

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 →

Upper Iowa University 403(b) Retirement Plan in the asset neighbourhood

National Center for Missing and Exploited Children 403(b) PlanNational Center for Missing …$46MUpper Iowa University 403(b) Retirement PlanUpper Iowa University 403(b)…$46MUniversity of Cincinnati Foundation Defined Contribution Retirement PlanUniversity of Cincinnati Fou…$46MBryn Mawr School Retirement Plan for Faculty Members and Administrative StaffBryn Mawr School Retirement …$46MNotre Dame De Namur University DC Retirement PlanNotre Dame De Namur Universi…$46M
End-of-year total assets ($M) among Upper Iowa University 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$46M
Net Income$4M
Employer EIN420680372
Plan Effective Date1963-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Upper Iowa University)

Sponsor-wide plan assets over time

All Upper Iowa University plans reported in each filing year

Latest sponsor-wide plan assets
$49M 15.605420357684604% vs 2022
2024 filing year
$40M$42M$44M$46M$48M$50M 202220232024 $42.3M $48.8M ▲ +15.6%
Year Plans Participants Total Assets
2022 1 486 $42M
2023 1 473 $46M
2024 1 468 $49M

Nearby Other Plans in Iowa

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

Upper Iowa University 403(b) Retirement Plan vs. nearby Other plans in Iowa, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 0200400600800 Total assets ($M) Participants Upper Iowa University 403(b) Retirement Plan, Total assets ($M): 46.056102 · Participants: 473Upper Iowa University 403(b) Retirement 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 PlanGrinnell College Employees Retirement Savings Plan, Total assets ($M): 352.550863 · Participants: 810Grinnell College Employees Retirement Savings PlanGenesis Health System Retirement Savings Plan, Total assets ($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 Plan
Upper Iowa University 403(b) Retirement Plan vs. nearby Other plans in Iowa, assets vs. participants
Compare Upper Iowa University 403(b) Retirement Plan side-by-side with 3 peers →

Upper Iowa University 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Iowa, the nearest Other by assets is University of Cincinnati Foundation Defined Contribution Retirement Plan in OH ($46M); by covered participants it is Healthlinc, Inc. 403(b) Plan in IN (473 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (473 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 Upper Iowa University 403(b) Retirement Plan assets move in 2023? ▼
Upper Iowa University 403(b) Retirement Plan grew at a solid clip - up 9.0% during 2023, from $42M to $46M. Reported net income was $4M.
How have Upper Iowa University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Upper Iowa University's sponsor-wide assets grew 15.6%, from $42M to $49M.
Where does Upper Iowa University 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Upper Iowa University 403(b) Retirement Plan ranks in the 85th 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 Other plans are similar in size to Upper Iowa University 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is University of Cincinnati Foundation Defined Contribution Retirement Plan in OH ($46M, 158 participants).
Which Other plans cover a similar participant headcount to Upper Iowa University 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Healthlinc, Inc. 403(b) Plan in IN (473 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 420680372.

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.