Other · DOL Form 5500 · 2024

Simpson College Retirement Plan

Data updated 2026-08-25

$75M
Total assets Below avg plan size
197
Participants Below avg headcount
88th
Percentile by assets National rank
$379,572
Avg per participant High balance/head
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Official DOL plan name: Simpson College Defined Contribution Retirement Plan · Sponsored by Simpson College · Iowa · Educational Services

$75M in assets, 197 participants

Simpson College's Simpson College Defined Contribution Retirement Plan reported $75M in total assets and 197 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #2,861 in Educational Services (3,638 peers)

Coverage in Iowa

Simpson College Defined Contribution Retirement Plan covers 197 participants in Iowa, about 32% of the average Iowa filer (state average ~609 per filing). Assets: $75M.

#2,861
in Educational Services (3,638 peers)
+7.4%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Simpson College Defined Contribution Retirement Plan's outsized position by total assets

Simpson College Defined Contribution Retirement Plan vs every filed plan by assets

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

$74,775,773 Top 12% higher than 88% 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

Simpson College 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. Simpson College Defined Contribution Retirement Plan sits mid-pack in the medium band (197 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Simpson College Defined Contribution Retirement Plan end-of-year assets rose from $70M in the plan year 2023 filing to $75M in the plan year 2024 filing.
  • Simpson College Defined Contribution Retirement Plan reported net income fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Simpson College Defined Contribution Retirement Plan reported participants fell from 204 in the plan year 2023 filing to 197 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 420680389 · Simpson College PY 2024 · Other

Simpson College Defined Contribution Retirement Plan · $75M · 197 · 88th

  • VS-ST $75M
  • BOY 197
  • SCH 88th
  • EBSA Other
  • PART near Sunset Park Health Council 403(b) Plan
  • TYPE ind #2861

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 →

Simpson College Defined Contribution Retirement Plan in the asset neighbourhood

Simpson College Defined Contribution Retirement PlanSimpson College Defined Cont…$75MSunset Park Health Council 403(b) PlanSunset Park Health Council 4…$75MOral Roberts University Retirement PlanOral Roberts University Reti…$75MCarti Tax Sheltered Annuity PlanCarti Tax Sheltered Annuity …$75MThe Berkeley Carroll School Retirement PlanThe Berkeley Carroll School …$75M
End-of-year total assets ($M) among Simpson College Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Iowa filing particulars

Total Assets (Beginning of Year)$70M
Net Assets (End of Year)$75M
Net Income$5M
Employer EIN420680389
Plan Effective Date1966-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Simpson College)

Sponsor-wide plan assets over time

All Simpson College plans reported in each filing year

Latest sponsor-wide plan assets
$75M 16.33283339124634% vs 2022
2024 filing year
$60M$65M$70M$75M$80M 202220232024 $64.3M $74.8M ▲ +16.3%
Year Plans Participants Total Assets
2022 1 203 $64M
2023 1 204 $70M
2024 1 197 $75M

Nearby Other Plans in Iowa

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

Simpson College Defined Contribution Retirement Plan vs. nearby Other plans in Iowa, assets vs. participants Scatter plot of 6 data points. 0100020003000 0200400600800 Total assets ($M) Participants Simpson College Defined Contribution Retirement Plan, Total assets ($M): 74.775773 · Participants: 197Simpson College Defined Contribution Retirement 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 PlanSt. Ambrose University Defined Contribution Plan, Total assets ($M): 122.538073 · Participants: 698St. Ambrose University Defined Contribution Plan
Simpson College Defined Contribution Retirement Plan vs. nearby Other plans in Iowa, assets vs. participants
Compare Simpson College Defined Contribution Retirement Plan side-by-side with 3 peers →

Simpson College Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Iowa, the nearest Other by assets is Sunset Park Health Council 403(b) Plan in NY ($75M); by covered participants it is Early Learning Coalition of Palm Beach County, Inc. 403(b) Defined Contribution Plan in FL (197 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($75M here).

Similar participant headcount

Nearest other-state filings by covered participants (197 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 Simpson College Defined Contribution Retirement Plan assets move in 2024? ▼
Simpson College Defined Contribution Retirement Plan grew at a solid clip - up 7.4% during 2024, from $70M to $75M. Reported net income was $5M.
How have Simpson College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Simpson College's sponsor-wide assets grew 16.3%, from $64M to $75M.
Where does Simpson College Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Simpson College Defined Contribution Retirement Plan ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Simpson College Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Sunset Park Health Council 403(b) Plan in NY ($75M, 1,359 participants).
Which Other plans cover a similar participant headcount to Simpson College Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Early Learning Coalition of Palm Beach County, Inc. 403(b) Defined Contribution Plan in FL (197 participants, $4M in assets).

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 420680389.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.