Defined Benefit (Pension) · DOL Form 5500 · 2022

Iowa State Education Association Pension Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
60
Participants Small participant base
86th
Percentile by assets National rank
$634,572
Avg per participant High balance/head
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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.

  • #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.

#2,951
in Educational Services (4,024 peers)
-3.7%
assets change YoY
0.4×
vs typical plan assets (national mean)

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.

Iowa State Education Association Employees' Pension Trust's outsized position 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 $2,050,000,000 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 2022

Iowa State Education Association Employees' Pension Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Iowa State Education Association Employees' Pension Trust is a small filing (60 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 420335775 · Iowa State Education Association PY 2022 · Defined Benefit (Pension)

Iowa State Education Association Employees' Pension Trust · $38M · 60 · 86th

  • IND $38M
  • EOY 60
  • 5500 86th
  • ASSETS Defined Benefit (Pension)
  • PCT near Dade County Federal Credit Union Defined Benefit Plan and Trust
  • EIN ind #2951

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 Education Association Employees' Pension Trust in the asset neighbourhood

The York Water Company Pension Plan for General and Administrative EmployeesThe York Water Company Pensi…$38MDade County Federal Credit Union Defined Benefit Plan and TrustDade County Federal Credit U…$38MIowa State Education Association Employees' Pension TrustIowa State Education Associa…$38MEntrust Datacard Corporation Employees' Pension PlanEntrust Datacard Corporation…$38MWestern Farm Bureau Pension PlanWestern Farm Bureau Pension …$38M
End-of-year total assets ($M) among Iowa State Education Association Employees' Pension Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Iowa State Education Association plans reported in each filing year

Latest sponsor-wide plan assets
$38M 0.6573857078760662% vs 2022
2024 filing year
$37.5M$38M$38.5M$39M$39.5M 202220232024 $38.1M $38.3M ▲ +0.7%
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 ($B) Participants Iowa State Education Association Employees' Pension Trust, Total assets ($B): 0.038074299 · Participants: 60Iowa State Education Association Employees' Pension TrustTransamerica Pension Plan, Total assets ($B): 2.230658092 · Participants: 6789Transamerica Pension PlanPrincipal Cash Balance Plan, Total assets ($B): 1.549488797 · Participants: 11788Principal Cash Balance PlanMidamerican Energy Company Retirement Plan, Total assets ($B): 0.490129749 · Participants: 3321Midamerican Energy Company Retirement PlanEmployers Mutual Casualty Company Retirement Plan, Total assets ($B): 0.320738549 · Participants: 2037Employers Mutual Casualty Company Retirement PlanNon-Contributory Retirement Program for Certain Employees of Wellmark, Inc., Total assets ($B): 0.286934779 · Participants: 1641Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc.
Iowa State Education Association Employees' Pension Trust vs. nearby Defined Benefit (Pension) plans in Iowa, assets vs. participants
Compare Iowa State Education Association Employees' Pension Trust side-by-side with 3 peers →

Iowa State Education Association Employees' Pension Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Iowa, the nearest Defined Benefit (Pension) by assets is Dade County Federal Credit Union Defined Benefit Plan and Trust in FL ($38M); by covered participants it is First Citizens Community Bank Account Balance Pension Plan in PA (60 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Iowa State Education Association Employees' Pension Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is First Citizens Community Bank Account Balance Pension Plan in PA (60 participants, $11M in assets).

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.