Other · DOL Form 5500 · 2023
Upper Iowa University Retirement Plan
Data updated 2026-08-11
- $46M
- Total assets
- 473
- Participants
- 85th
- Percentile by assets
- $97,370
- Avg per participant
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.
- 85th percentile by assets (of 127,072 plans)
- #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.
- $46M
- total plan assets (2023 EOY)
- 473
- covered participants
- 85th
- percentile by assets (of 127,072 plans)
- $97,370
- avg assets per participant
Where Upper Iowa University 403(b) Retirement Plan sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
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.
Upper Iowa University 403(b) Retirement Plan vs the 2023 asset distribution
By assets, Upper Iowa University 403(b) Retirement Plan outranks 85% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $42M |
|---|---|
| Net Assets (End of Year) | $46M |
| Net Income | $4M |
| Employer EIN | 420680372 |
| Plan Effective Date | 1963-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Upper Iowa University)
| 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
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Upper Iowa University 403(b) Retirement Plan by total assets, not by location.
- University of Cincinnati Foundation Defined Contribution Retirement Plan (OH) $46M · 158
- Bryn Mawr School Retirement Plan for Faculty Members and Administrative Staff (MD) $46M · 241
- Notre Dame De Namur University DC Retirement Plan (CA) $46M · 221
- National Center for Missing and Exploited Children 403(b) Plan (VA) $46M · 368
Frequently Asked Questions
How did Upper Iowa University 403(b) Retirement Plan assets move in 2023? ▼
How have Upper Iowa University plan assets changed over time? ▼
Where does Upper Iowa University 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Upper Iowa University 403(b) Retirement Plan? ▼
Next read for Upper Iowa University 403(b) Retirement …
Scale reading
Ways to act on Upper Iowa University 403(b) Retirement Plan's numbers.
- By total assets, Upper Iowa University 403(b) Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Iowa. Compare plans
- Upper Iowa University's sponsor-wide assets have grown 15.6% since 2022 across 3 plan years on file. More Educational Services plans