Other · DOL Form 5500 · 2024
Clarke University Retirement Plan
Data updated 2026-08-25
- $40M
- Total assets Below avg plan size
- 186
- Participants Below avg headcount
- 82nd
- Percentile by assets National rank
- $217,245
- Avg per participant Above avg balance/head
Official DOL plan name: Clarke University Retirement Plan · Sponsored by Clarke University · Iowa · Educational Services
$40M in assets, 186 participants
Clarke University's Clarke University Retirement Plan reported $40M in total assets and 186 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.
- #2,461 in Educational Services (3,638 peers)
Coverage in Iowa
Clarke University Retirement Plan covers 186 participants in Iowa, about 31% of the average Iowa filer (state average ~609 per filing). Assets: $40M.
- #2,461
- in Educational Services (3,638 peers)
- +8.5%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Clarke University Retirement Plan's outsized position by total assets
Clarke University Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$40,407,564 Top 18% higher than 82% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Clarke University Retirement 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. Clarke University Retirement Plan sits mid-pack in the medium band (186 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Clarke University Retirement Plan end-of-year assets rose from $37M in the plan year 2023 filing to $40M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 420680408 · Clarke University PY 2024 · Other
Clarke University Retirement Plan · $40M · 186 · 82nd
- EOY $40M
- EOY 186
- EOY 82nd
- EOY Other
- EOY near Whitney Museum of American Art 403(b) Retirement Plan
- EOY ind #2461
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 →
Clarke University Retirement Plan in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $37M |
|---|---|
| Net Assets (End of Year) | $40M |
| Net Income | $3M |
| Employer EIN | 420680408 |
| Plan Effective Date | 1959-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Clarke University)
Sponsor-wide plan assets over time
All Clarke University plans reported in each filing year
- Latest sponsor-wide plan assets
- $40M 18.6193878800137% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 200 | $34M |
| 2023 | 1 | 186 | $37M |
| 2024 | 1 | 186 | $40M |
Nearby Other Plans in Iowa
Peer Other plans, same state, same plan type, ranked by total assets.
- Iaicu Multiple Employer Plan $621M · 2,554
- Act, Inc. Defined Contribution Retirement Plan $393M · 913
- Grinnell College Employees Retirement Savings Plan $374M · 841
- Drake University Mandatory Tax-Deferred Annuity Retirement Plan $297M · 1,285
- St. Ambrose University Defined Contribution Plan $123M · 698
Clarke University Retirement Plan's out-of-state Other peers by assets and headcount
Outside Iowa, the nearest Other by assets is Whitney Museum of American Art 403(b) Retirement Plan in NY ($40M); by covered participants it is Legal Services Corporation 403b Plan in DC (186 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($40M here).
Similar participant headcount
Nearest other-state filings by covered participants (186 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.