Other · DOL Form 5500 · 2024
Iona University Retirement Plan
Data updated 2026-08-25
- $248M
- Total assets Near avg plan size
- 693
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $358,383
- Avg per participant High balance/head
Official DOL plan name: Iona University Defined Contribution Retirement Plan · Sponsored by Iona University · New York · Educational Services
$248M in assets, 693 participants
Iona University's Iona University Defined Contribution Retirement Plan reported $248M in total assets and 693 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #3,347 in Educational Services (3,638 peers)
Where Iona University Defined Contribution Retirement Plan sits by assets
Iona University Defined Contribution Retirement Plan sits in the top 5% of all filed plans by assets, $248M for 693 participants (~$358,383/participant), up 8.5% in 2024.
- #3,347
- in Educational Services (3,638 peers)
- +8.5%
- assets growth YoY
- 2.5×
- vs typical plan assets (national mean)
Iona University Defined Contribution Retirement Plan's outsized position by total assets
Iona University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$248,359,596 Top 5% higher than 95% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Iona University Defined Contribution Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Iona University Defined Contribution Retirement Plan sits mid-pack in the medium band (693 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Iona University Defined Contribution Retirement Plan reported net income rose from $15M in the plan year 2023 filing to $19M in the plan year 2024 filing.
- Iona University Defined Contribution Retirement Plan end-of-year assets rose from $229M in the plan year 2023 filing to $248M in the plan year 2024 filing.
- Iona University Defined Contribution Retirement Plan reported participants rose from 683 in the plan year 2023 filing to 693 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 133508093 · Iona University PY 2024 · Other
Iona University Defined Contribution Retirement Plan · $248M · 693 · 95th
- RANK $248M
- RANK 693
- RANK 95th
- RANK Other
- RANK near University of New England Defined Contribution Plan
- RANK ind #3347
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 New York →
Iona University Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $229M |
|---|---|
| Net Assets (End of Year) | $248M |
| Net Income | $19M |
| Employer EIN | 133508093 |
| Plan Effective Date | 1950-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Iona University)
Sponsor-wide plan assets over time
All Iona University plans reported in each filing year
- Latest sponsor-wide plan assets
- $248M 16.209328996529127% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 579 | $214M |
| 2023 | 1 | 683 | $229M |
| 2024 | 1 | 693 | $248M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $10.9B · 44,511
- The Mount Sinai Medical Center 403(b) Retirement Plan $9.5B · 46,826
- University of Rochester Retirement Program $8.0B · 30,335
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $6.4B · 22,606
- Retirement Plan for Officers of Columbia University $5.6B · 14,399
Iona University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is University of New England Defined Contribution Plan in ME ($249M); by covered participants it is 403(b) Thrift Plan for Neighborcare Health in WA (692 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($248M here).
- University of New England Defined Contribution Plan (ME) $249M · 1,126
- Southern New Hampshire Medical Center 403(b) Retirement Savings Plus Plan (NH) $248M · 2,257
- The Driscoll Children's Health 403(b) Retirement Plan (TX) $249M · 3,596
- Southwest Matching Defined Contribution Retirement Plan (OH) $247M · 2,721
Similar participant headcount
Nearest other-state filings by covered participants (693 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.