Other · DOL Form 5500 · 2024
Iowa Health System Retirement Plan
Data updated 2026-08-11
- $65M
- Total assets
- 908
- Participants
- 87th
- Percentile by assets
- $71,846
- Avg per participant
Official DOL plan name: Iowa Health System Tax Deferred Section 403(b) Plan · Sponsored by Iowa Health System · Iowa · Healthcare & Social Assistance
$65M in assets, 908 participants
Iowa Health System's Iowa Health System Tax Deferred Section 403(b) Plan reported $65M in total assets and 908 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- 87th percentile by assets (of 123,622 plans)
- #15,019 in Healthcare & Social Assistance (16,916 peers)
Where Iowa Health System Tax Deferred Section 403(b) Plan sits by assets
Iowa Health System Tax Deferred Section 403(b) Plan sits in the top quartile of all filed plans by assets, $65M for 908 participants (~$71,846/participant), up 0.3% in 2024.
- $65M
- total plan assets (2024 EOY)
- 908
- covered participants
- 87th
- percentile by assets (of 123,622 plans)
- $71,846
- avg assets per participant
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Iowa Health System Tax Deferred Section 403(b) Plan reported net income fell from $994K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Iowa Health System Tax Deferred Section 403(b) Plan reported participants fell from 977 in the plan year 2023 filing to 908 in the plan year 2024 filing.
- Iowa Health System Tax Deferred Section 403(b) Plan end-of-year assets rose from $65M in the plan year 2023 filing to $65M in the plan year 2024 filing.
Iowa Health System Tax Deferred Section 403(b) Plan vs the 2024 asset distribution
By assets, Iowa Health System Tax Deferred Section 403(b) Plan outranks 87% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $65M |
|---|---|
| Net Assets (End of Year) | $65M |
| Net Income | -$2M |
| Employer EIN | 421435199 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Iowa Health System)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 29,710 | $2.7B |
| 2023 | 2 | 29,936 | $3.0B |
| 2024 | 2 | 25,980 | $3.4B |
Nearby Other Plans in Iowa
Peer Other plans, same state, same plan type, ranked by total assets.
Iowa Health System Tax Deferred Section 403(b) Plan vs. nearby Other plans in Iowa, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Iowa Health System Tax Deferred Section 403(b) Plan by total assets, not by location.
- Tax-Deferred Annuity Program for Employees of the Conference Board, Inc. (U.S. Staff Members) (NY) $65M · 262
- Marin Country Day School Defined Contribution 403(b) Retirement Plan (CA) $65M · 204
- Taipei American School Defined Contribution Plan () $65M · 227
- American National Standards Institute 403(b) Plan (NY) $65M · 216
Frequently Asked Questions
How did Iowa Health System Tax Deferred Section 403(b) Plan assets move in 2024? ▼
How have Iowa Health System plan assets changed over time? ▼
Where does Iowa Health System Tax Deferred Section 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Iowa Health System Tax Deferred Section 403(b) Plan? ▼
Next read for Iowa Health System Tax Deferred Section …
Scale reading
Ways to act on Iowa Health System Tax Deferred Section 403(b) Plan's numbers.
- By total assets, Iowa Health System Tax Deferred Section 403(b) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Iowa. Compare plans
- Iowa Health System's sponsor-wide assets have grown 22.7% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans