Other · DOL Form 5500 · 2024
Drake University Retirement Plan
Data updated 2026-08-25
- $86M
- Total assets Below avg plan size
- 560
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $153,962
- Avg per participant Above avg balance/head
Official DOL plan name: Drake University Voluntary Tax-Deferred Annuity Retirement Plan · Sponsored by Drake University · Iowa · Educational Services
$86M in assets, 560 participants
Drake University's Drake University Voluntary Tax-Deferred Annuity Retirement Plan reported $86M in total assets and 560 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #2,936 in Educational Services (3,638 peers)
Where Drake University Voluntary Tax-Deferred Annuity Retirement Plan sits by assets
Drake University Voluntary Tax-Deferred Annuity Retirement Plan sits in the top quartile of all filed plans by assets, $86M for 560 participants (~$153,962/participant), up 10.9% in 2024.
- #2,936
- in Educational Services (3,638 peers)
- +10.9%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Drake University Voluntary Tax-Deferred Annuity Retirement Plan's outsized position by total assets
Drake University Voluntary Tax-Deferred Annuity Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$86,218,496 Top 11% higher than 89% 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
Drake University Voluntary Tax-Deferred Annuity 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. Drake University Voluntary Tax-Deferred Annuity Retirement Plan sits mid-pack in the medium band (560 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Drake University Voluntary Tax-Deferred Annuity Retirement Plan end-of-year assets rose from $78M in the plan year 2023 filing to $86M in the plan year 2024 filing.
- Drake University Voluntary Tax-Deferred Annuity Retirement Plan reported net income rose from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Drake University Voluntary Tax-Deferred Annuity Retirement Plan reported participants rose from 551 in the plan year 2023 filing to 560 in the plan year 2024 filing.
DOL schedule card
Filing strip 420680460 · Drake University PY 2024 · Other
Drake University Voluntary Tax-Deferred Annuity Retirement Plan · $86M · 560 · 89th
- BOY $86M
- BOY 560
- BOY 89th
- BOY Other
- BOY near Hawaii Pacific University 403(b) Retirement Plan
- BOY ind #2936
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 →
Drake University Voluntary Tax-Deferred Annuity Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $78M |
|---|---|
| Net Assets (End of Year) | $86M |
| Net Income | $8M |
| Employer EIN | 420680460 |
| Plan Effective Date | 1962-06-08 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Drake University)
Sponsor-wide plan assets over time
All Drake University plans reported in each filing year
- Latest sponsor-wide plan assets
- $383M 20.521256099453% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,704 | $318M |
| 2023 | 2 | 1,775 | $355M |
| 2024 | 2 | 1,845 | $383M |
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
Drake University Voluntary Tax-Deferred Annuity Retirement Plan's out-of-state Other peers by assets and headcount
Outside Iowa, the nearest Other by assets is Hawaii Pacific University 403(b) Retirement Plan in HI ($86M); by covered participants it is Augustana College Retirement Plan in IL (560 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($86M here).
- Hawaii Pacific University 403(b) Retirement Plan (HI) $86M · 486
- IBEW Local 596 Pension Fund (WV) $86M · 515
- Francis W. Parker School Defined Contribution Retirement Plan (IL) $86M · 232
- Clinica Sierra Vista Retirement Plan (CA) $86M · 1,586
Similar participant headcount
Nearest other-state filings by covered participants (560 participants); asset peers above are excluded.
- Augustana College Retirement Plan (IL) 560 · 0 off
- Midland Care Connection Retirement Plan (KS) 560 · 0 off
- Center for Creative Leadership Retirement Savings Plan (NC) 560 · 0 off
- The Blake Foundation 403(b) Plan (AZ) 560 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.