Other · DOL Form 5500 · 2024
INTERMEDIARYED Retirement Plan
Data updated 2026-08-25
- $393M
- Total assets Above avg plan size
- 913
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $430,663
- Avg per participant High balance/head
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.
- #3,451 in Educational Services (3,638 peers)
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.
- #3,451
- in Educational Services (3,638 peers)
- -7.6%
- assets change YoY
- 3.9×
- vs typical plan assets (national mean)
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.
Act, Inc. Defined Contribution Retirement Plan's outsized position by total assets
Act, Inc. Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$393,195,075 Top 3% higher than 97% 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
Act, Inc. Defined Contribution 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. Act, Inc. Defined Contribution Retirement Plan sits mid-pack in the medium band (913 participants).
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.
Form 5500 schedule snapshot
Filing strip 420841485 · INTERMEDIARYED PY 2024 · Other
Act, Inc. Defined Contribution Retirement Plan · $393M · 913 · 97th
- EIN $393M
- RANK 913
- PHOTO 97th
- IND Other
- EOY near Providence College 403(b) Plan
- 5500 ind #3451
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 →
Act, Inc. Defined Contribution Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All INTERMEDIARYED plans reported in each filing year
- Latest sponsor-wide plan assets
- $393M 1.3569548830054134% vs 2022
- 2024 filing year
| 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.
- 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
Act, Inc. Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Iowa, the nearest Other by assets is Providence College 403(b) Plan in RI ($393M); by covered participants it is Cais Multiple Employer Plan in CT (912 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($393M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (913 participants); asset peers above are excluded.
- Cais Multiple Employer Plan (CT) 912 · 1 off
- University of Puget Sound Retirement Savings Plan (WA) 912 · 1 off
- Union College Retirement Plan (NY) 916 · 3 off
- Horizon House 403(b) Retirement Plan (PA) 910 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.