Other · DOL Form 5500 · 2024
Iowa Independent Higher Education Research Foundation Retirement Plan
Data updated 2026-08-25
- $621M
- Total assets Above avg plan size
- 2,554
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $243,323
- Avg per participant Above avg balance/head
Official DOL plan name: Iaicu Multiple Employer Plan · Sponsored by Iowa Independent Higher Education Research Foundation · Iowa · Educational Services
$621M in assets, 2,554 participants
Iowa Independent Higher Education Research Foundation's Iaicu Multiple Employer Plan reported $621M in total assets and 2,554 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #3,518 in Educational Services (3,638 peers)
Coverage in Iowa
Iaicu Multiple Employer Plan covers 2,554 participants in Iowa, 4.2x the typical Iowa plan (state average ~609 per filing). Assets: $621M.
- #3,518
- in Educational Services (3,638 peers)
- +4.8%
- assets growth YoY
- 6.2×
- vs typical plan assets (national mean)
Iaicu Multiple Employer Plan's outsized position by total assets
Iaicu Multiple Employer Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$621,446,067 Top 2% higher than 98% 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
Iaicu Multiple Employer Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Iaicu Multiple Employer Plan lands in the large band (2,554 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Iaicu Multiple Employer Plan reported net income fell from $33M in the plan year 2023 filing to $28M in the plan year 2024 filing.
- Iaicu Multiple Employer Plan reported participants rose from 2,396 in the plan year 2023 filing to 2,554 in the plan year 2024 filing.
- Iaicu Multiple Employer Plan end-of-year assets rose from $593M in the plan year 2023 filing to $621M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 421420268 · Iowa Independent Higher Education Research Foundation PY 2024 · Other
Iaicu Multiple Employer Plan · $621M · 2,554 · 98th
- EOY $621M
- EOY 2,554
- EOY 98th
- EOY Other
- EOY near Huntington Memorial Hospital Savings Plan
- EOY ind #3518
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 →
Iaicu Multiple Employer Plan in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $593M |
|---|---|
| Net Assets (End of Year) | $621M |
| Net Income | $28M |
| Employer EIN | 421420268 |
| Plan Effective Date | 2021-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Iowa Independent Higher Education Research Foundation)
Sponsor-wide plan assets over time
All Iowa Independent Higher Education Research Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $621M 25.296017015123322% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,131 | $496M |
| 2023 | 1 | 2,396 | $593M |
| 2024 | 1 | 2,554 | $621M |
Nearby Other Plans in Iowa
Peer Other plans, same state, same plan type, ranked by total assets.
- 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
- Des Moines University Defined Contribution 403(b) Plan $112M · 335
Iaicu Multiple Employer Plan's out-of-state Other peers by assets and headcount
Outside Iowa, the nearest Other by assets is Huntington Memorial Hospital Savings Plan in CA ($620M); by covered participants it is Olathe Health System, Inc. Tsa Retirement Plan in KS (2,558 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($621M here).
- Huntington Memorial Hospital Savings Plan (CA) $620M · 3,549
- Shands Healthcare Matched Savings Account 403(b) (FL) $625M · 11,793
- Nrel 403(b) Employee Savings Plan (CO) $625M · 3,207
- Henry M. Jackson Foundation Defined Contribution Retirement Plan (MD) $616M · 2,504
Similar participant headcount
Nearest other-state filings by covered participants (2,554 participants); asset peers above are excluded.
- Olathe Health System, Inc. Tsa Retirement Plan (KS) 2,558 · 4 off
- Tift Regional Health System 403(b) Plan (GA) 2,561 · 7 off
- Holzer Health System 403b Plan (OH) 2,568 · 14 off
- Sibley Memorial Hospital 403(b) Plan (DC) 2,570 · 16 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.