Other · DOL Form 5500 · 2024

Upper Iowa University Retirement Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
468
Participants Below avg headcount
84th
Percentile by assets National rank
$104,362
Avg per participant Below avg balance/head
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Official DOL plan name: Upper Iowa University 403(b) Retirement Plan · Sponsored by Upper Iowa University · Iowa · Educational Services

$49M in assets, 468 participants

Upper Iowa University's Upper Iowa University 403(b) Retirement Plan reported $49M in total assets and 468 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #2,606 in Educational Services (3,638 peers)

Where Upper Iowa University 403(b) Retirement Plan sits by assets

Upper Iowa University 403(b) Retirement Plan sits in the top quartile of all filed plans by assets, $49M for 468 participants (~$104,362/participant), up 6.0% in 2024.

#2,606
in Educational Services (3,638 peers)
+6.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Upper Iowa University 403(b) Retirement Plan's outsized position by total assets

Upper Iowa University 403(b) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$48,841,304 Top 16% higher than 84% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Upper Iowa University 403(b) 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. Upper Iowa University 403(b) Retirement Plan sits mid-pack in the medium band (468 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Upper Iowa University 403(b) Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Upper Iowa University 403(b) Retirement Plan end-of-year assets rose from $46M in the plan year 2023 filing to $49M in the plan year 2024 filing.
  • Upper Iowa University 403(b) Retirement Plan reported participants fell from 473 in the plan year 2023 filing to 468 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 420680372 · Upper Iowa University PY 2024 · Other

Upper Iowa University 403(b) Retirement Plan · $49M · 468 · 84th

  • VS-ST $49M
  • BOY 468
  • SCH 84th
  • EBSA Other
  • PART near Tri-State Memorial Hospital, Inc. Retirement Plan
  • TYPE ind #2606

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 →

Upper Iowa University 403(b) Retirement Plan in the asset neighbourhood

Windward School Defined Contribution Retirement PlanWindward School Defined Cont…$49MUpper Iowa University 403(b) Retirement PlanUpper Iowa University 403(b)…$49MTri-State Memorial Hospital, Inc. Retirement PlanTri-State Memorial Hospital,…$49MThe Lick-Wilmerding High School Retirement PlanThe Lick-Wilmerding High Sch…$49MJudge Baker Children's Center Retirement and Tda PlanJudge Baker Children's Cente…$49M
End-of-year total assets ($M) among Upper Iowa University 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$49M
Net Income$3M
Employer EIN420680372
Plan Effective Date1963-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Upper Iowa University)

Sponsor-wide plan assets over time

All Upper Iowa University plans reported in each filing year

Latest sponsor-wide plan assets
$49M 15.605420357684604% vs 2022
2024 filing year
$40M$42M$44M$46M$48M$50M 202220232024 $42.3M $48.8M ▲ +15.6%
Year Plans Participants Total Assets
2022 1 486 $42M
2023 1 473 $46M
2024 1 468 $49M

Nearby Other Plans in Iowa

Peer Other plans, same state, same plan type, ranked by total assets.

Upper Iowa University 403(b) Retirement Plan vs. nearby Other plans in Iowa, assets vs. participants Scatter plot of 6 data points. 050010001500200025003000 0200400600800 Total assets ($M) Participants Upper Iowa University 403(b) Retirement Plan, Total assets ($M): 48.841304 · Participants: 468Upper Iowa University 403(b) Retirement PlanIaicu Multiple Employer Plan, Total assets ($M): 621.446067 · Participants: 2554Iaicu Multiple Employer PlanAct, Inc. Defined Contribution Retirement Plan, Total assets ($M): 393.195075 · Participants: 913Act, Inc. Defined Contribution Retirement PlanGrinnell College Employees Retirement Savings Plan, Total assets ($M): 374.409137 · Participants: 841Grinnell College Employees Retirement Savings PlanDrake University Mandatory Tax-Deferred Annuity Retirement Plan, Total assets ($M): 297.09718 · Participants: 1285Drake University Mandatory Tax-Deferred Annuity Retirement PlanSt. Ambrose University Defined Contribution Plan, Total assets ($M): 122.538073 · Participants: 698St. Ambrose University Defined Contribution Plan
Upper Iowa University 403(b) Retirement Plan vs. nearby Other plans in Iowa, assets vs. participants
Compare Upper Iowa University 403(b) Retirement Plan side-by-side with 3 peers →

Upper Iowa University 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Iowa, the nearest Other by assets is Tri-State Memorial Hospital, Inc. Retirement Plan in WA ($49M); by covered participants it is Alliance for Nonprofit Resources 403(b) Plan in PA (468 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (468 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.

Frequently Asked Questions

How did Upper Iowa University 403(b) Retirement Plan assets move in 2024? ▼
Upper Iowa University 403(b) Retirement Plan grew at a solid clip - up 6.0% during 2024, from $46M to $49M. Reported net income was $3M.
How have Upper Iowa University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Upper Iowa University's sponsor-wide assets grew 15.6%, from $42M to $49M.
Where does Upper Iowa University 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Upper Iowa University 403(b) Retirement Plan ranks in the 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Upper Iowa University 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Tri-State Memorial Hospital, Inc. Retirement Plan in WA ($49M, 662 participants).
Which Other plans cover a similar participant headcount to Upper Iowa University 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Alliance for Nonprofit Resources 403(b) Plan in PA (468 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 420680372.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.