Other · DOL Form 5500 · 2024

St. Ambrose University Retirement Plan

Data updated 2026-08-25

$123M
Total assets Near avg plan size
698
Participants Below avg headcount
92nd
Percentile by assets National rank
$175,556
Avg per participant Above avg balance/head
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Official DOL plan name: St. Ambrose University Defined Contribution Plan · Sponsored by St. Ambrose University · Iowa · Educational Services

$123M in assets, 698 participants

St. Ambrose University's St. Ambrose University Defined Contribution Plan reported $123M in total assets and 698 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #3,121 in Educational Services (3,638 peers)

Where St. Ambrose University Defined Contribution Plan sits by assets

St. Ambrose University Defined Contribution Plan sits in the top 10% of all filed plans by assets, $123M for 698 participants (~$175,556/participant), up 3.9% in 2024.

#3,121
in Educational Services (3,638 peers)
+3.9%
assets growth YoY
1.2×
vs typical plan assets (national mean)

St. Ambrose University Defined Contribution Plan's outsized position by total assets

St. Ambrose University Defined Contribution Plan vs every filed plan by assets

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

$122,538,073 Top 8% higher than 92% 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

St. Ambrose University Defined Contribution 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. St. Ambrose University Defined Contribution Plan sits mid-pack in the medium band (698 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • St. Ambrose University Defined Contribution Plan reported net income fell from $13M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • St. Ambrose University Defined Contribution Plan end-of-year assets rose from $118M in the plan year 2023 filing to $123M in the plan year 2024 filing.
  • St. Ambrose University Defined Contribution Plan reported participants rose from 686 in the plan year 2023 filing to 698 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 420703280 · St. Ambrose University PY 2024 · Other

St. Ambrose University Defined Contribution Plan · $123M · 698 · 92nd

  • EBSA $123M
  • EBSA 698
  • EBSA 92nd
  • EBSA Other
  • EBSA near Barry University Defined Contribution Plan
  • EBSA ind #3121

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 →

St. Ambrose University Defined Contribution Plan in the asset neighbourhood

Lovelace Biomedical Research Institute Tda and DC PlanLovelace Biomedical Research…$123MManhattanville College 403(b) Retirement PlanManhattanville College 403(b…$123MPediatric Academic Association, Inc. 403(b) Tax-Sheltered Annuity PlanPediatric Academic Associati…$123MSt. Ambrose University Defined Contribution PlanSt. Ambrose University Defin…$123MBarry University Defined Contribution PlanBarry University Defined Con…$123M
End-of-year total assets ($M) among St. Ambrose University Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$118M
Net Assets (End of Year)$123M
Net Income$5M
Employer EIN420703280
Plan Effective Date1982-10-25
Filing StatusFILING RECEIVED

Sponsor Plan History (St. Ambrose University)

Sponsor-wide plan assets over time

All St. Ambrose University plans reported in each filing year

Latest sponsor-wide plan assets
$123M 16.932673756774953% vs 2022
2024 filing year
$100M$110M$120M$130M 202220232024 $105M $123M ▲ +16.9%
Year Plans Participants Total Assets
2022 1 540 $105M
2023 1 686 $118M
2024 1 698 $123M

Nearby Other Plans in Iowa

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

St. Ambrose University Defined Contribution Plan vs. nearby Other plans in Iowa, assets vs. participants Scatter plot of 6 data points. 050010001500200025003000 0200400600800 Total assets ($M) Participants St. Ambrose University Defined Contribution Plan, Total assets ($M): 122.538073 · Participants: 698St. Ambrose University Defined Contribution 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 PlanDes Moines University Defined Contribution 403(b) Plan, Total assets ($M): 112.472283 · Participants: 335Des Moines University Defined Contribution 403(b) Plan
St. Ambrose University Defined Contribution Plan vs. nearby Other plans in Iowa, assets vs. participants

St. Ambrose University Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside Iowa, the nearest Other by assets is Barry University Defined Contribution Plan in FL ($123M); by covered participants it is Augsburg University Defined Contribution Retirement Plan in MN (698 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (698 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 St. Ambrose University Defined Contribution Plan assets move in 2024?
St. Ambrose University Defined Contribution Plan edged up modestly - up 3.9% during 2024, from $118M to $123M. Reported net income was $5M.
How have St. Ambrose University plan assets changed over time?
Across 3 plan years on file (2022-2024), St. Ambrose University's sponsor-wide assets grew 16.9%, from $105M to $123M.
Where does St. Ambrose University Defined Contribution Plan rank by assets among Form 5500 filers?
St. Ambrose University Defined Contribution Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to St. Ambrose University Defined Contribution Plan?
Among Other plans in other states, the closest by assets is Barry University Defined Contribution Plan in FL ($123M, 432 participants).
Which Other plans cover a similar participant headcount to St. Ambrose University Defined Contribution Plan?
Among Other plans in other states, the closest by covered participants is Augsburg University Defined Contribution Retirement Plan in MN (698 participants, $149M in assets).