Other · DOL Form 5500 · 2024
INTERMEDIARYED Retirement Plan
Data updated 2026-07-24
- $393M
- Total assets
- 913
- Participants
- 97th
- Percentile by assets
- $430,663
- Avg per participant
Official DOL plan name: Act, Inc. Defined Contribution Retirement Plan · Sponsored by INTERMEDIARYED · Iowa · Educational Services
$393M in assets, 913 participants
INTERMEDIARYED's Act, Inc. Defined Contribution Retirement Plan reported $393M in total assets and 913 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 116,472 plans)
Where Act, Inc. Defined Contribution Retirement Plan sits by assets
Act, Inc. Defined Contribution Retirement Plan sits in the top 5% of all filed plans by assets, $393M for 913 participants (~$430,663/participant), down 7.6% in 2024.
- $393M
- total plan assets (2024 EOY)
- 913
- covered participants
- 97th
- percentile by assets (of 116,472 plans)
- $430,663
- avg assets per participant
The plan reported a net loss of $32M 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
- Act, Inc. Defined Contribution Retirement Plan reported net income fell from $38M in the plan year 2023 filing to -$32M in the plan year 2024 filing.
- Act, Inc. Defined Contribution Retirement Plan reported participants fell from 1,043 in the plan year 2023 filing to 913 in the plan year 2024 filing.
- Act, Inc. Defined Contribution Retirement Plan end-of-year assets fell from $426M in the plan year 2023 filing to $393M in the plan year 2024 filing.
Act, Inc. Defined Contribution Retirement Plan vs the 2024 asset distribution
By assets, Act, Inc. Defined Contribution Retirement Plan outranks 97% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 3.9x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $426M |
|---|---|
| Net Assets (End of Year) | $393M |
| Net Income | -$32M |
| Employer EIN | 420841485 |
| Plan Effective Date | 1976-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (INTERMEDIARYED)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,012 | $388M |
| 2023 | 1 | 1,043 | $426M |
| 2024 | 1 | 913 | $393M |
Nearby Other Plans in Iowa
Peer Other plans, same state, same plan type, ranked by total assets.
Act, Inc. Defined Contribution Retirement Plan vs. nearby Other plans in Iowa, assets vs. participants
- Iaicu Multiple Employer Plan $621M · 2,554
- 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
- Des Moines University Defined Contribution 403(b) Plan $112M · 335
Similar-Sized Other Plans Nationally
Other plans in other states closest to Act, Inc. Defined Contribution Retirement Plan by total assets, not by location.
- Providence College 403(b) Plan (RI) $393M · 1,046
- The Independent School Group Retirement Plan (Misbo) (GA) $395M · 1,612
- United Health Services, Inc. 403(b) Retirement Plan (NY) $391M · 6,793
- Carleton College Defined Contribution Plan (MN) $397M · 906
Frequently Asked Questions
How did Act, Inc. Defined Contribution Retirement Plan assets move in 2024? ▼
How have INTERMEDIARYED plan assets changed over time? ▼
Where does Act, Inc. Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Act, Inc. Defined Contribution Retirement Plan? ▼
Next read for Act, Inc. Defined Contribution Retiremen…
Scale reading
Ways to act on Act, Inc. Defined Contribution Retirement Plan's numbers.
- By total assets, Act, Inc. Defined Contribution Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Iowa. Compare plans
- INTERMEDIARYED's sponsor-wide assets have grown 1.4% since 2022 across 3 plan years on file. More Educational Services plans
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 420841485.
Read our methodology - how this data is sourced, computed, and verified.