Defined Benefit (Pension) · DOL Form 5500 · 2023
Iowa State Education Association Pension Plan
Data updated 2026-08-25
- $39M
- Total assets Below avg plan size
- 57
- Participants Small participant base
- 83rd
- Percentile by assets National rank
- $687,011
- Avg per participant High balance/head
Official DOL plan name: Iowa State Education Association Employees' Pension Trust · Sponsored by Iowa State Education Association · Iowa · Educational Services
$39M in assets, 57 participants
Iowa State Education Association's Iowa State Education Association Employees' Pension Trust reported $39M in total assets and 57 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.
- #2,586 in Educational Services (3,735 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, $39M for 57 participants (~$687,011/participant), up 2.9% in 2023.
- #2,586
- in Educational Services (3,735 peers)
- +2.9%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
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 2023 · DOL Form 5500
$39,159,644 Top 17% higher than 83% 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 Education Association Employees' Pension Trust among smaller filed plans by headcount
Plan-year 2023 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 (57 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Iowa State Education Association Employees' Pension Trust reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Iowa State Education Association Employees' Pension Trust reported participants fell from 60 in the plan year 2022 filing to 57 in the plan year 2023 filing.
- Iowa State Education Association Employees' Pension Trust end-of-year assets rose from $38M in the plan year 2022 filing to $39M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 420335775 · Iowa State Education Association PY 2023 · Defined Benefit (Pension)
Iowa State Education Association Employees' Pension Trust · $39M · 57 · 83rd
- PCT $39M
- EIN 57
- RANK 83rd
- PHOTO Defined Benefit (Pension)
- IND near Island Federal Credit Union Retirement Income Plan and Trust
- EOY ind #2586
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
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $38M |
|---|---|
| Net Assets (End of Year) | $39M |
| Net Income | $1M |
| Employer EIN | 420335775 |
| Plan Effective Date | 1950-09-14 |
| Filing Status | FILING 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
| 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.
- Transamerica Pension Plan $2.3B · 6,519
- Principal Cash Balance Plan $1.7B · 12,492
- Midamerican Energy Company Retirement Plan $516M · 3,002
- Employers Mutual Casualty Company Retirement Plan $347M · 1,835
- Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc. $297M · 1,474
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 Island Federal Credit Union Retirement Income Plan and Trust in NY ($39M); by covered participants it is Erie and Niagara Insurance Association Cash Balance Retirement Plan in NY (57 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($39M here).
- Island Federal Credit Union Retirement Income Plan and Trust (NY) $39M · 120
- Pension Plan for Hourly Employees of Aurubis Buffalo, Inc. (NY) $39M · 378
- Terminal Railroad Association of St. Louis Pension Plan for Nonschedule Employees (MO) $39M · 31
- Sports Arena Employees Local 137 Retirement Fund (NY) $39M · N/A
Similar participant headcount
Nearest other-state filings by covered participants (57 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.