Defined Benefit (Pension) · DOL Form 5500 · 2022

Iowa State Education Association Pension Plan

Data updated 2026-08-11

$38M
Total assets
60
Participants
86th
Percentile by assets
$634,572
Avg per participant
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Official DOL plan name: Iowa State Education Association Employees' Pension Trust · Sponsored by Iowa State Education Association · Iowa · Educational Services

$38M in assets, 60 participants

Iowa State Education Association's Iowa State Education Association Employees' Pension Trust reported $38M in total assets and 60 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • 86th percentile by assets (of 139,126 plans)
  • #2,951 in Educational Services (4,024 peers)

Where Iowa State Education Association Employees' Pension Trust sits by assets

Iowa State Education Association Employees' Pension Trust sits in the top quartile of all filed plans by assets, $38M for 60 participants (~$634,572/participant), down 3.7% in 2022.

$38M
total plan assets (2022 EOY)
60
covered participants
86th
percentile by assets (of 139,126 plans)
$634,572
avg assets per participant

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Iowa State Education Association Employees' Pension Trust sits by total assets

Iowa State Education Association Employees' Pension Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$38,074,299 Top 14% higher than 86% of 139,123 filed plans

This plan $0 $2,010,000,000 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 2022

State
Iowa
Industry
Educational Services

Iowa State Education Association Employees' Pension Trust vs the 2022 asset distribution

By assets, Iowa State Education Association Employees' Pension Trust outranks 86% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$38M
Net Income-$1M
Employer EIN420335775
Plan Effective Date1950-09-14
Filing StatusFILING RECEIVED

Sponsor Plan History (Iowa State Education Association)

$37.5M$38M$38.5M$39M$39.5M 202220232024 $38.1M $38.3M ▲ +0.7%
Total plan assets by year, all Iowa State Education Association plans on file
Year Plans Participants Total Assets
2022 1 60 $38M
2023 1 57 $39M
2024 1 52 $38M

Nearby Defined Benefit (Pension) Plans in Iowa

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Iowa State Education Association Employees' Pension Trust vs. nearby Defined Benefit (Pension) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Iowa State Education…, Total assets ($B): 0.038074299 · Participants: 60Iowa State Education…Transamerica Pension…, Total assets ($B): 2.230658092 · Participants: 6789Transamerica Pension…Principal Cash Balan…, Total assets ($B): 1.549488797 · Participants: 11788Principal Cash Balan…Midamerican Energy C…, Total assets ($B): 0.490129749 · Participants: 3321Midamerican Energy C…Employers Mutual Cas…, Total assets ($B): 0.320738549 · Participants: 2037Employers Mutual Cas…Non-Contributory Ret…, Total assets ($B): 0.286934779 · Participants: 1641Non-Contributory Ret…
Iowa State Education Association Employees' Pension Trust vs. nearby Defined Benefit (Pension) plans in Iowa, assets vs. participants
Compare Iowa State Education Association Employe… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Iowa State Education Association Employees' Pension Trust by total assets, not by location.

Frequently Asked Questions

How did Iowa State Education Association Employees' Pension Trust assets move in 2022? ▼
Iowa State Education Association Employees' Pension Trust edged down modestly - down 3.7% during 2022, from $40M to $38M. Reported net income was -$1M.
How have Iowa State Education Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Iowa State Education Association's sponsor-wide assets grew 0.7%, from $38M to $38M.
Where does Iowa State Education Association Employees' Pension Trust rank by assets among Form 5500 filers? ▼
Iowa State Education Association Employees' Pension Trust ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Iowa State Education Association Employees' Pension Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Dade County Federal Credit Union Defined Benefit Plan and Trust in FL ($38M, 217 participants).

Next read for Iowa State Education Association Employe…

Scale reading

Ways to act on Iowa State Education Association Employees' Pension Trust's numbers.

  • By total assets, Iowa State Education Association Employees' Pension Trust ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Iowa. Compare plans
  • Iowa State Education Association's sponsor-wide assets have grown 0.7% since 2022 across 3 plan years on file. More Educational Services plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 420335775.

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.