401(k) · DOL Form 5500 · 2024

The University of Iowa Center for Advancement 401(k) Plan

Data updated 2026-08-25

$51M
Total assets Below avg plan size
295
Participants Below avg headcount
84th
Percentile by assets National rank
$172,784
Avg per participant Above avg balance/head
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Official DOL plan name: The University of Iowa Center for Adv. 401(k) Plan · Sponsored by The University of Iowa Center for Advancement · Iowa · Educational Services

$51M in assets, 295 participants

The University of Iowa Center for Advancement's The University of Iowa Center for Adv. 401(k) Plan reported $51M in total assets and 295 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #2,640 in Educational Services (3,638 peers)

Coverage in Iowa

The University of Iowa Center for Adv. 401(k) Plan covers 295 participants in Iowa, about 48% of the average Iowa filer (state average ~609 per filing). Assets: $51M.

#2,640
in Educational Services (3,638 peers)
+16.5%
assets growth YoY
0.5×
vs typical plan assets (national mean)

The University of Iowa Center for Adv. 401(k) Plan's outsized position by total assets

The University of Iowa Center for Adv. 401(k) Plan vs every filed plan by assets

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

$50,971,280 Top 16% higher than 84% 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

The University of Iowa Center for Adv. 401(k) 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. The University of Iowa Center for Adv. 401(k) Plan sits mid-pack in the medium band (295 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The University of Iowa Center for Adv. 401(k) Plan end-of-year assets rose from $44M in the plan year 2023 filing to $51M in the plan year 2024 filing.
  • The University of Iowa Center for Adv. 401(k) Plan reported net income fell from $8M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • The University of Iowa Center for Adv. 401(k) Plan reported participants rose from 277 in the plan year 2023 filing to 295 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 420796760 · The University of Iowa Center for Advancement PY 2024 · 401(k)

The University of Iowa Center for Adv. 401(k) Plan · $51M · 295 · 84th

  • RANK $51M
  • RANK 295
  • RANK 84th
  • RANK 401(k)
  • RANK near Physician Specialists in Anesthesia, PC 401(k) Profit Sharing Plan
  • RANK ind #2640

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 →

The University of Iowa Center for Adv. 401(k) Plan in the asset neighbourhood

Columbia Orthopaedic Group Profit Sharing Plan and TrustColumbia Orthopaedic Group P…$51MThe University of Iowa Center for Adv. 401(k) PlanThe University of Iowa Cente…$51MPhysician Specialists in Anesthesia, PC 401(k) Profit Sharing PlanPhysician Specialists in Ane…$51MAce Retirement Savings Plan$51MJ. Craig Venter Institute, Inc. 401(k) PlanJ. Craig Venter Institute, I…$51M
End-of-year total assets ($M) among The University of Iowa Center for Adv. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Iowa filing particulars

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$51M
Net Income$7M
Employer EIN420796760
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The University of Iowa Center for Advancement)

Sponsor-wide plan assets over time

All The University of Iowa Center for Advancement plans reported in each filing year

Latest sponsor-wide plan assets
$51M 43.35947302189849% vs 2022
2024 filing year
$30M$35M$40M$45M$50M$55M 202220232024 $35.6M $51M ▲ +43.4%
Year Plans Participants Total Assets
2022 1 256 $36M
2023 1 277 $44M
2024 1 295 $51M

Nearby 401(k) Plans in Iowa

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The University of Iowa Center for Adv. 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants The University of Iowa Center for Adv. 401(k) Plan, Total assets ($B): 0.05097128 · Participants: 295The University of Iowa Center for Adv. 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select Savings PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retirement PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affiliates 401(k) PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) Retirement Savings Plan
The University of Iowa Center for Adv. 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare The University of Iowa Center for Adv. 401(k) Plan side-by-side with 3 peers →

The University of Iowa Center for Adv. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Physician Specialists in Anesthesia, PC 401(k) Profit Sharing Plan in GA ($51M); by covered participants it is Sioux Falls Ford, Inc. 401(k) Plan in SD (295 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (295 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 The University of Iowa Center for Adv. 401(k) Plan assets move in 2024? ▼
The University of Iowa Center for Adv. 401(k) Plan grew sharply - up 16.5% during 2024, from $44M to $51M. Reported net income was $7M.
How have The University of Iowa Center for Advancement plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The University of Iowa Center for Advancement's sponsor-wide assets grew 43.4%, from $36M to $51M.
Where does The University of Iowa Center for Adv. 401(k) Plan rank by assets among Form 5500 filers? ▼
The University of Iowa Center for Adv. 401(k) Plan ranks in the 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The University of Iowa Center for Adv. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Physician Specialists in Anesthesia, PC 401(k) Profit Sharing Plan in GA ($51M, 94 participants).
Which 401(k) plans cover a similar participant headcount to The University of Iowa Center for Adv. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sioux Falls Ford, Inc. 401(k) Plan in SD (295 participants, $16M 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 420796760.

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.