Other · DOL Form 5500 · 2023
Briar Cliff University Retirement Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 189
- Participants Below avg headcount
- 78th
- Percentile by assets National rank
- $147,489
- Avg per participant Above avg balance/head
Official DOL plan name: Briar Cliff University 403(b) DC Plan · Sponsored by Briar Cliff University · Iowa · Educational Services
$28M in assets, 189 participants
Briar Cliff University's Briar Cliff University 403(b) DC Plan reported $28M in total assets and 189 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.
- #2,340 in Educational Services (3,735 peers)
Coverage in Iowa
Briar Cliff University 403(b) DC Plan covers 189 participants in Iowa, about 31% of the average Iowa filer (state average ~609 per filing). Assets: $28M.
- #2,340
- in Educational Services (3,735 peers)
- +3.7%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Briar Cliff University 403(b) DC Plan's outsized position by total assets
Briar Cliff University 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$27,875,458 Top 22% higher than 78% 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
Briar Cliff University 403(b) DC Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Briar Cliff University 403(b) DC Plan sits mid-pack in the medium band (189 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Briar Cliff University 403(b) DC Plan reported net income rose from -$1M in the plan year 2022 filing to $990K in the plan year 2023 filing.
- Briar Cliff University 403(b) DC Plan reported participants rose from 169 in the plan year 2022 filing to 189 in the plan year 2023 filing.
- Briar Cliff University 403(b) DC Plan end-of-year assets rose from $27M in the plan year 2022 filing to $28M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 420707124 · Briar Cliff University PY 2023 · Other
Briar Cliff University 403(b) DC Plan · $28M · 189 · 78th
- EIN $28M
- RANK 189
- PHOTO 78th
- IND Other
- EOY near Horizon Home Care & Hospice, Inc. 403(b) Retirement Plan
- 5500 ind #2340
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 →
Briar Cliff University 403(b) DC Plan in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $990K |
| Employer EIN | 420707124 |
| Plan Effective Date | 1969-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Briar Cliff University)
Sponsor-wide plan assets over time
All Briar Cliff University plans reported in each filing year
- Latest sponsor-wide plan assets
- $29M 6.404029567279457% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 169 | $27M |
| 2023 | 1 | 189 | $28M |
| 2024 | 1 | 189 | $29M |
Nearby Other Plans in Iowa
Peer Other plans, same state, same plan type, ranked by total assets.
- Iaicu Multiple Employer Plan $593M · 2,396
- Act, Inc. Defined Contribution Retirement Plan $426M · 1,043
- Grinnell College Employees Retirement Savings Plan $353M · 810
- Genesis Health System Retirement Savings Plan $345M · 4,651
- Drake University Mandatory Tax-Deferred Annuity Retirement Plan $277M · 1,224
Briar Cliff University 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside Iowa, the nearest Other by assets is Horizon Home Care & Hospice, Inc. 403(b) Retirement Plan in WI ($28M); by covered participants it is Sun-Maid Growers of California Defined Contribution Pension Plan in CA (189 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
Similar participant headcount
Nearest other-state filings by covered participants (189 participants); asset peers above are excluded.
- Sun-Maid Growers of California Defined Contribution Pension Plan (CA) 189 · 0 off
- Hospice of the Good Shepherd, Inc. 403(b) Plan (MA) 189 · 0 off
- Spie Retirement Plan (WA) 189 · 0 off
- 403(b) Thrift Plan of Aspiro, Inc. (WI) 189 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.