Money Purchase · DOL Form 5500 · 2024

Morningside University Defined 401(a) Money Purchase Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
170
Participants Small participant base
73rd
Percentile by assets National rank
$133,996
Avg per participant Near avg balance/head
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Official DOL plan name: Morningside University Defined Contribution Retire · Sponsored by Morningside University Defined 401(a) · Iowa · Other Services

$23M in assets, 170 participants

Morningside University Defined 401(a)'s Morningside University Defined Contribution Retire reported $23M in total assets and 170 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #6,586 in Other Services (7,719 peers)

Coverage in Iowa

Morningside University Defined Contribution Retire covers 170 participants in Iowa, about 28% of the average Iowa filer (state average ~609 per filing). Assets: $23M.

#6,586
in Other Services (7,719 peers)
+5.6%
assets growth YoY

Morningside University Defined Contribution Retire's outsized position by total assets

Morningside University Defined Contribution Retire vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$22,779,370 Top 27% higher than 73% of 123,620 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 2024

Morningside University Defined Contribution Retire 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. Morningside University Defined Contribution Retire sits mid-pack in the medium band (170 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Morningside University Defined Contribution Retire reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Morningside University Defined Contribution Retire reported participants fell from 183 in the plan year 2023 filing to 170 in the plan year 2024 filing.
  • Morningside University Defined Contribution Retire end-of-year assets rose from $22M in the plan year 2023 filing to $23M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 420680400 · Morningside University Defined 401(a) PY 2024 · Money Purchase

Morningside University Defined Contribution Retire · $23M · 170 · 73rd

  • VS-ST $23M
  • VS-ST 170
  • VS-ST 73rd
  • VS-ST Money Purchase
  • VS-ST near Dcs Commodities Corp. Employees' Money Purchase Pension Plan & Trust
  • VS-ST ind #6586

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 Other Services retirement plans → · Plans in Iowa →

Morningside University Defined Contribution Retire in the asset neighbourhood

Goodwill Industries of Northwest North Carolina, Inc. Money Purchase PlanGoodwill Industries of North…$23MMorningside University Defined Contribution RetireMorningside University Defin…$23MDcs Commodities Corp. Employees' Money Purchase Pension Plan & TrustDcs Commodities Corp. Employ…$23MSouthwestern PA Human Services, Inc. Pension PlanSouthwestern PA Human Servic…$23MCommunity Memorial Hospital Association Money Purchase PlanCommunity Memorial Hospital …$23M
End-of-year total assets ($M) among Morningside University Defined Contribution Retire and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Iowa filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$23M
Net Income$1M
Employer EIN420680400
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Morningside University Defined 401(a))

Sponsor-wide plan assets over time

All Morningside University Defined 401(a) plans reported in each filing year

Latest sponsor-wide plan assets
$23M 13.817240531110514% vs 2022
2024 filing year
$19M$20M$21M$22M$23M$24M 202220232024 $20M $22.8M ▲ +13.8%
Year Plans Participants Total Assets
2022 2 475 $20M
2023 1 183 $22M
2024 1 170 $23M

Nearby Money Purchase Plans in Iowa

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Morningside University Defined Contribution Retire vs. nearby Money Purchase plans in Iowa, assets vs. participants Scatter plot of 6 data points. 0200400600800 020406080 Total assets ($M) Participants Morningside University Defined Contribution Retire, Total assets ($M): 22.77937 · Participants: 170Morningside University Defined Contribution RetireIowa Builders Retirement Plan, Total assets ($M): 74.62524 · Participants: 400Iowa Builders Retirement PlanIBEW Local 13 Retirement Plan, Total assets ($M): 59.523069 · Participants: 270IBEW Local 13 Retirement PlanIron Workers Local No. 67 Defined Contribution Fund, Total assets ($M): 42.160618 · Participants: 689Iron Workers Local No. 67 Defined Contribution FundGrand View University Employees' Money Purchase Plan, Total assets ($M): 20.297319 · Participants: 231Grand View University Employees' Money Purchase PlanFidelity Money Purchase Plan, Total assets ($M): 9.462474 · Participants: 247Fidelity Money Purchase Plan
Morningside University Defined Contribution Retire vs. nearby Money Purchase plans in Iowa, assets vs. participants
Compare Morningside University Defined Contribution Retire side-by-side with 3 peers →

Morningside University Defined Contribution Retire's out-of-state Money Purchase peers by assets and headcount

Outside Iowa, the nearest Money Purchase by assets is Dcs Commodities Corp. Employees' Money Purchase Pension Plan & Trust in IL ($23M); by covered participants it is The National Mutual Insurance Company Money Purchase Pension Plan in OH (171 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (170 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.

Frequently Asked Questions

How did Morningside University Defined Contribution Retire assets move in 2024? ▼
Morningside University Defined Contribution Retire grew at a solid clip - up 5.6% during 2024, from $22M to $23M. Reported net income was $1M.
How have Morningside University Defined 401(a) plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morningside University Defined 401(a)'s sponsor-wide assets grew 13.8%, from $20M to $23M.
Which Money Purchase plans are similar in size to Morningside University Defined Contribution Retire? ▼
Among Money Purchase plans in other states, the closest by assets is Dcs Commodities Corp. Employees' Money Purchase Pension Plan & Trust in IL ($23M, 1 participant).
Which Money Purchase plans cover a similar participant headcount to Morningside University Defined Contribution Retire? ▼
Among Money Purchase plans in other states, the closest by covered participants is The National Mutual Insurance Company Money Purchase Pension Plan in OH (171 participants, $23M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 420680400.

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.