Money Purchase · DOL Form 5500 · 2023

Grand View University Money Purchase Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
226
Participants Below avg headcount
71st
Percentile by assets National rank
$80,385
Avg per participant Below avg balance/head
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Official DOL plan name: Grand View University Employees' Money Purchase Plan · Sponsored by Grand View University · Iowa · Educational Services

$18M in assets, 226 participants

Grand View University's Grand View University Employees' Money Purchase Plan reported $18M in total assets and 226 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #2,000 in Educational Services (3,735 peers)

Coverage in Iowa

Grand View University Employees' Money Purchase Plan covers 226 participants in Iowa, about 37% of the average Iowa filer (state average ~609 per filing). Assets: $18M.

#2,000
in Educational Services (3,735 peers)
+13.5%
assets growth YoY

Grand View University Employees' Money Purchase Plan's outsized position by total assets

Grand View University Employees' Money Purchase Plan vs every filed plan by assets

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

$18,167,066 Top 29% higher than 71% 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

Grand View University Employees' Money Purchase 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. Grand View University Employees' Money Purchase Plan sits mid-pack in the medium band (226 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Grand View University Employees' Money Purchase Plan reported net income rose from $184K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Grand View University Employees' Money Purchase Plan end-of-year assets rose from $16M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Grand View University Employees' Money Purchase Plan reported participants fell from 233 in the plan year 2022 filing to 226 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 420681049 · Grand View University PY 2023 · Money Purchase

Grand View University Employees' Money Purchase Plan · $18M · 226 · 71st

  • BOOK $18M
  • VS-ST 226
  • BOY 71st
  • SCH Money Purchase
  • EBSA near Hadassah Retirement Plan
  • PART ind #2000

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 →

Grand View University Employees' Money Purchase Plan in the asset neighbourhood

James a. Scott & Son, Inc. Pension PlanJames a. Scott & Son, Inc. P…$18MEaa Qualified Pension Plan$18MGrand View University Employees' Money Purchase PlanGrand View University Employ…$18MHadassah Retirement Plan$18MMiddlesex School Pension AccountMiddlesex School Pension Acc…$18M
End-of-year total assets ($M) among Grand View University Employees' Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN420681049
Plan Effective Date1963-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Grand View University)

Sponsor-wide plan assets over time

All Grand View University plans reported in each filing year

Latest sponsor-wide plan assets
$20M 26.78544513222314% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $16M $20.3M ▲ +26.8%
Year Plans Participants Total Assets
2022 1 233 $16M
2023 1 226 $18M
2024 1 231 $20M

Nearby Money Purchase Plans in Iowa

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

Grand View University Employees' Money Purchase Plan vs. nearby Money Purchase plans in Iowa, assets vs. participants Scatter plot of 6 data points. 02004006008001000 020406080 Total assets ($M) Participants Grand View University Employees' Money Purchase Plan, Total assets ($M): 18.167066 · Participants: 226Grand View University Employees' Money Purchase PlanIowa Builders Retirement Plan, Total assets ($M): 65.935672 · Participants: 424Iowa Builders Retirement PlanIBEW Local 13 Retirement Plan, Total assets ($M): 52.715801 · Participants: 234IBEW Local 13 Retirement PlanIron Workers Local No. 67 Defined Contribution Fund, Total assets ($M): 38.252919 · Participants: 875Iron Workers Local No. 67 Defined Contribution FundMorningside University Defined Contribution Retire, Total assets ($M): 21.564104 · Participants: 183Morningside University Defined Contribution RetireFidelity Money Purchase Plan, Total assets ($M): 9.050259 · Participants: 249Fidelity Money Purchase Plan
Grand View University Employees' Money Purchase Plan vs. nearby Money Purchase plans in Iowa, assets vs. participants
Compare Grand View University Employees' Money Purchase Plan side-by-side with 3 peers →

Grand View University Employees' Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside Iowa, the nearest Money Purchase by assets is Hadassah Retirement Plan in NY ($18M); by covered participants it is Spanish Springs Construction Inc Davis-Bacon Pension Plan & Trust in NV (226 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (226 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 Grand View University Employees' Money Purchase Plan assets move in 2023? ▼
Grand View University Employees' Money Purchase Plan grew at a solid clip - up 13.5% during 2023, from $16M to $18M. Reported net income was $2M.
How have Grand View University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Grand View University's sponsor-wide assets grew 26.8%, from $16M to $20M.
Which Money Purchase plans are similar in size to Grand View University Employees' Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Hadassah Retirement Plan in NY ($18M, 178 participants).
Which Money Purchase plans cover a similar participant headcount to Grand View University Employees' Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Spanish Springs Construction Inc Davis-Bacon Pension Plan & Trust in NV (226 participants, $5M 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 420681049.

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.