Other · DOL Form 5500 · 2024
Iowa Health System Retirement Plan
Data updated 2026-08-25
- $65M
- Total assets Below avg plan size
- 908
- Participants Near avg headcount
- 87th
- Percentile by assets National rank
- $71,846
- Avg per participant Below avg balance/head
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.
- #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.
- #15,019
- in Healthcare & Social Assistance (16,916 peers)
- +0.3%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
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.
Iowa Health System Tax Deferred Section 403(b) Plan's outsized position by total assets
Iowa Health System Tax Deferred Section 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$65,236,399 Top 13% higher than 87% 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
Iowa Health System Tax Deferred Section 403(b) 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. Iowa Health System Tax Deferred Section 403(b) Plan sits mid-pack in the medium band (908 participants).
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.
Published 5500 schedule card
Filing strip 421435199 · Iowa Health System PY 2024 · Other
Iowa Health System Tax Deferred Section 403(b) Plan · $65M · 908 · 87th
- ASSETS $65M
- PCT 908
- EIN 87th
- RANK Other
- PHOTO near Tax-Deferred Annuity Program for Employees of the Conference Board, Inc. (U.S. Staff Members)
- IND ind #15019
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 Healthcare & Social Assistance retirement plans → · Plans in Iowa →
Iowa Health System Tax Deferred Section 403(b) Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Iowa Health System plans reported in each filing year
- Latest sponsor-wide plan assets
- $3.4B 22.666682709713903% vs 2022
- 2024 filing year
| 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.
- 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
Iowa Health System Tax Deferred Section 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Iowa, the nearest Other by assets is Tax-Deferred Annuity Program for Employees of the Conference Board, Inc. (U.S. Staff Members) in NY ($65M); by covered participants it is Carleton College Defined Contribution Plan in MN (906 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($65M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (908 participants); asset peers above are excluded.
- Carleton College Defined Contribution Plan (MN) 906 · 2 off
- Horizon House 403(b) Retirement Plan (PA) 910 · 2 off
- The Maof 403(b) Plan (CA) 910 · 2 off
- Hattie Larlham 403(b) Retirement Savings Plan (OH) 905 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.