Other · DOL Form 5500 · 2024
William Penn University Retirement Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 163
- Participants Small participant base
- 76th
- Percentile by assets National rank
- $172,707
- Avg per participant Above avg balance/head
Official DOL plan name: William Penn University 403(b) DC Plan · Sponsored by William Penn University · Iowa · Educational Services
$28M in assets, 163 participants
William Penn University's William Penn University 403(b) DC Plan reported $28M in total assets and 163 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.
- #2,205 in Educational Services (3,638 peers)
Coverage in Iowa
William Penn University 403(b) DC Plan covers 163 participants in Iowa, about 27% of the average Iowa filer (state average ~609 per filing). Assets: $28M.
- #2,205
- in Educational Services (3,638 peers)
- +2.9%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
William Penn University 403(b) DC Plan's outsized position by total assets
William Penn University 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$28,151,234 Top 24% higher than 76% 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
William Penn University 403(b) DC 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. William Penn University 403(b) DC Plan sits mid-pack in the medium band (163 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- William Penn University 403(b) DC Plan reported net income fell from $2M in the plan year 2023 filing to $795K in the plan year 2024 filing.
- William Penn University 403(b) DC Plan reported participants rose from 155 in the plan year 2023 filing to 163 in the plan year 2024 filing.
- William Penn University 403(b) DC Plan end-of-year assets rose from $27M in the plan year 2023 filing to $28M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 420707120 · William Penn University PY 2024 · Other
William Penn University 403(b) DC Plan · $28M · 163 · 76th
- TYPE $28M
- NET 163
- BOOK 76th
- VS-ST Other
- BOY near Braille Institute of America Inc Tax Sheltered 403(b) Savings Plan
- SCH ind #2205
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 →
William Penn 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 | $795K |
| Employer EIN | 420707120 |
| Plan Effective Date | 1959-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (William Penn University)
Sponsor-wide plan assets over time
All William Penn University plans reported in each filing year
- Latest sponsor-wide plan assets
- $28M 10.750651138073373% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 141 | $25M |
| 2023 | 1 | 155 | $27M |
| 2024 | 1 | 163 | $28M |
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
William Penn University 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside Iowa, the nearest Other by assets is Braille Institute of America Inc Tax Sheltered 403(b) Savings Plan in CA ($28M); by covered participants it is Society of Actuaries Research Institute 403(b) Retirement Plan in IL (163 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 (163 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.