Other · DOL Form 5500 · 2023
Iowa State University Foundation Retirement Plan
Data updated 2026-08-25
- $44M
- Total assets Below avg plan size
- 177
- Participants Small participant base
- 84th
- Percentile by assets National rank
- $250,889
- Avg per participant Above avg balance/head
Official DOL plan name: Iowa State University Foundation Defined Contribution Retirement Plan · Sponsored by Iowa State University Foundation · Iowa · Educational Services
$44M in assets, 177 participants
Iowa State University Foundation's Iowa State University Foundation Defined Contribution Retirement Plan reported $44M in total assets and 177 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.
- #2,691 in Educational Services (3,735 peers)
Coverage in Iowa
Iowa State University Foundation Defined Contribution Retirement Plan covers 177 participants in Iowa, about 29% of the average Iowa filer (state average ~609 per filing). Assets: $44M.
- #2,691
- in Educational Services (3,735 peers)
- +18.0%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Iowa State University Foundation Defined Contribution Retirement Plan's outsized position by total assets
Iowa State University Foundation Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$44,407,433 Top 16% higher than 84% 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
Iowa State University Foundation 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. Iowa State University Foundation Defined Contribution Retirement Plan sits mid-pack in the medium band (177 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Iowa State University Foundation Defined Contribution Retirement Plan reported net income rose from $3M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Iowa State University Foundation Defined Contribution Retirement Plan end-of-year assets rose from $38M in the plan year 2022 filing to $44M in the plan year 2023 filing.
- Iowa State University Foundation Defined Contribution Retirement Plan reported participants rose from 155 in the plan year 2022 filing to 177 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 421143702 · Iowa State University Foundation PY 2023 · Other
Iowa State University Foundation Defined Contribution Retirement Plan · $44M · 177 · 84th
- PART $44M
- PART 177
- PART 84th
- PART Other
- PART near Wildwood Programs, Inc. Tax Deferred Annuity Program
- PART ind #2691
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 →
Iowa State University Foundation Defined Contribution Retirement Plan in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $38M |
|---|---|
| Net Assets (End of Year) | $44M |
| Net Income | $7M |
| Employer EIN | 421143702 |
| Plan Effective Date | 2002-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Iowa State University Foundation)
Sponsor-wide plan assets over time
All Iowa State University Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $50M 33.92668590846161% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 155 | $38M |
| 2023 | 1 | 177 | $44M |
| 2024 | 1 | 174 | $50M |
Nearby Other Plans in Iowa
Peer Other plans, same state, same plan type, ranked by total assets.
- 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
Iowa State University Foundation Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Iowa, the nearest Other by assets is Wildwood Programs, Inc. Tax Deferred Annuity Program in NY ($44M); by covered participants it is The Blood Center 403(b) Retirement Savings Plan in LA (177 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 (177 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.