Money Purchase · DOL Form 5500 · 2023
Indiana University Foundation Money Purchase Plan
Data updated 2026-08-25
- $71M
- Total assets Below avg plan size
- 265
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $268,613
- Avg per participant High balance/head
Official DOL plan name: Indiana University Foundation, Inc. 403(b) Defined Contribution Retirement Plan · Sponsored by Indiana University Foundation · Indiana · Other Services
$71M in assets, 265 participants
Indiana University Foundation's Indiana University Foundation, Inc. 403(b) Defined Contribution Retirement Plan reported $71M in total assets and 265 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- #7,499 in Other Services (7,857 peers)
Coverage in Indiana
Indiana University Foundation, Inc. 403(b) Defined Contribution Retirement Plan covers 265 participants in Indiana, about 49% of the average Indiana filer (state average ~541 per filing). Assets: $71M.
- #7,499
- in Other Services (7,857 peers)
- +12.5%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Indiana University Foundation, Inc. 403(b) Defined Contribution Retirement Plan's outsized position by total assets
Indiana University Foundation, Inc. 403(b) Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$71,182,336 Top 11% higher than 89% 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
Indiana University Foundation, Inc. 403(b) Defined Contribution 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. Indiana University Foundation, Inc. 403(b) Defined Contribution Retirement Plan sits mid-pack in the medium band (265 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Indiana University Foundation, Inc. 403(b) Defined Contribution Retirement Plan reported net income rose from -$12M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Indiana University Foundation, Inc. 403(b) Defined Contribution Retirement Plan reported participants rose from 232 in the plan year 2022 filing to 265 in the plan year 2023 filing.
- Indiana University Foundation, Inc. 403(b) Defined Contribution Retirement Plan end-of-year assets rose from $63M in the plan year 2022 filing to $71M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 356018940 · Indiana University Foundation PY 2023 · Money Purchase
Indiana University Foundation, Inc. 403(b) Defined Contribution Retirement Plan · $71M · 265 · 89th
- PHOTO $71M
- PHOTO 265
- PHOTO 89th
- PHOTO Money Purchase
- PHOTO near The American Institute of Physics Tax Deferred Annuity Plan
- PHOTO ind #7499
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 Other Services retirement plans → · Plans in Indiana →
Indiana University Foundation, Inc. 403(b) Defined Contribution Retirement Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $63M |
|---|---|
| Net Assets (End of Year) | $71M |
| Net Income | $8M |
| Employer EIN | 356018940 |
| Plan Effective Date | 1968-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Indiana University Foundation)
Sponsor-wide plan assets over time
All Indiana University Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $81M 27.95870384948143% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 232 | $63M |
| 2023 | 1 | 265 | $71M |
| 2024 | 1 | 302 | $81M |
Nearby Money Purchase Plans in Indiana
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- I.B.E.W Local 697 Defined Contribution Plan $390M · 981
- Rose-Hulman Institute of Technology Money Purchase Purchase Plan $202M · 593
- Plumbers and Steamfitters Local 440 Defined Contribution Plan $173M · 2,898
- IBEW Local 531 & NECA Money Purchase Pension Plan $121M · 540
- International Brotherhood of Electrical Workers Local No 725 Supplemental Pension Trust $115M · 1,051
Indiana University Foundation, Inc. 403(b) Defined Contribution Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside Indiana, the nearest Money Purchase by assets is The American Institute of Physics Tax Deferred Annuity Plan in MD ($71M); by covered participants it is Rowland Hall, Saint Mark's School 403(b) DC Plan in UT (265 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($71M here).
Similar participant headcount
Nearest other-state filings by covered participants (265 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.