Defined Benefit (Pension) · DOL Form 5500 · 2023

Iowa State Education Association Pension Plan

Data updated 2026-08-11

$39M
Total assets
57
Participants
83rd
Percentile by assets
$687,011
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

$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.

  • 83rd percentile by assets (of 127,072 plans)
  • #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.

$39M
total plan assets (2023 EOY)
57
covered participants
83rd
percentile by assets (of 127,072 plans)
$687,011
avg assets per participant

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 2023 · DOL Form 5500

$39,159,644 Top 17% higher than 83% of 127,068 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 2023

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.

See the national 2022→2023 release diff →

State
Iowa
Industry
Educational Services

Iowa State Education Association Employees' Pension Trust vs the 2023 asset distribution

By assets, Iowa State Education Association Employees' Pension Trust outranks 83% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$39M
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 -10123 Total assets ($B) Participants Iowa State Education…, Total assets ($B): 0.039159644 · Participants: 57Iowa State Education…Transamerica Pension…, Total assets ($B): 2.323730661 · Participants: 6519Transamerica Pension…Principal Cash Balan…, Total assets ($B): 1.699129128 · Participants: 12492Principal Cash Balan…Midamerican Energy C…, Total assets ($B): 0.515952654 · Participants: 3002Midamerican Energy C…Employers Mutual Cas…, Total assets ($B): 0.346674752 · Participants: 1835Employers Mutual Cas…Non-Contributory Ret…, Total assets ($B): 0.297274074 · Participants: 1474Non-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 2023? ▼
Iowa State Education Association Employees' Pension Trust edged up modestly - up 2.9% during 2023, from $38M to $39M. 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 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 Island Federal Credit Union Retirement Income Plan and Trust in NY ($39M, 120 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 2023.

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.