Money Purchase · DOL Form 5500 · 2024
Indiana University Foundation Money Purchase Plan
Data updated 2026-08-25
- $81M
- Total assets Below avg plan size
- 302
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $268,115
- Avg per participant High balance/head
Official DOL plan name: Indiana University Foundation, Inc. 403(b) Defined Contribution Retirement Plan · Sponsored by Indiana University Foundation · Indiana · Other Services
$81M in assets, 302 participants
Indiana University Foundation's Indiana University Foundation, Inc. 403(b) Defined Contribution Retirement Plan reported $81M in total assets and 302 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #7,385 in Other Services (7,719 peers)
Where Indiana University Foundation, Inc. 403(b) Defined Contribution Retirement Plan sits by assets
Indiana University Foundation, Inc. 403(b) Defined Contribution Retirement Plan sits in the top quartile of all filed plans by assets, $81M for 302 participants (~$268,115/participant), up 13.8% in 2024.
- #7,385
- in Other Services (7,719 peers)
- +13.8%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Indiana University Foundation, Inc. 403(b) Defined Contribution Retirement Plan's outsized position by total assets
Indiana University Foundation, Inc. 403(b) Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$80,970,644 Top 11% higher than 89% 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
Indiana University Foundation, Inc. 403(b) 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. Indiana University Foundation, Inc. 403(b) Defined Contribution Retirement Plan sits mid-pack in the medium band (302 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Indiana University Foundation, Inc. 403(b) Defined Contribution Retirement Plan reported net income rose from $8M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- Indiana University Foundation, Inc. 403(b) Defined Contribution Retirement Plan reported participants rose from 265 in the plan year 2023 filing to 302 in the plan year 2024 filing.
- Indiana University Foundation, Inc. 403(b) Defined Contribution Retirement Plan end-of-year assets rose from $71M in the plan year 2023 filing to $81M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 356018940 · Indiana University Foundation PY 2024 · Money Purchase
Indiana University Foundation, Inc. 403(b) Defined Contribution Retirement Plan · $81M · 302 · 89th
- VS-ST $81M
- BOY 302
- SCH 89th
- EBSA Money Purchase
- PART near Plumbers Local Union No. 200 Supplemental Vested Annuity Fund
- TYPE ind #7385
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 Other Services retirement plans → · Plans in Indiana →
Indiana University Foundation, Inc. 403(b) Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $71M |
|---|---|
| Net Assets (End of Year) | $81M |
| Net Income | $10M |
| Employer EIN | 356018940 |
| Plan Effective Date | 1968-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Indiana University Foundation)
Sponsor-wide plan assets over time
All Indiana University Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $81M 27.95870384948143% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 232 | $63M |
| 2023 | 1 | 265 | $71M |
| 2024 | 1 | 302 | $81M |
Nearby Money Purchase Plans in Indiana
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- I.B.E.W Local 697 Defined Contribution Plan $433M · 986
- Rose-Hulman Institute of Technology Money Purchase Purchase Plan $220M · 576
- Plumbers and Steamfitters Local 440 Defined Contribution Plan $198M · 2,945
- IBEW Local 531 & NECA Money Purchase Pension Plan $137M · 705
- International Brotherhood of Electrical Workers Local No 725 Supplemental Pension Trust $128M · 1,457
Indiana University Foundation, Inc. 403(b) Defined Contribution Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside Indiana, the nearest Money Purchase by assets is Plumbers Local Union No. 200 Supplemental Vested Annuity Fund in NY ($81M); by covered participants it is International Brotherhood of Electrical Workers Local Union #756 Pension Fund in FL (302 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($81M here).
- Plumbers Local Union No. 200 Supplemental Vested Annuity Fund (NY) $81M · 758
- Plumbers & Steamfitters Local Union 52 Defined Con Plan (AL) $81M · 309
- Komatsu America Corp. Target Benefit/Defined Contribution Plan (IL) $81M · 1,022
- Public Health Management Corp. Employees' Money Purchase Pension Plan (PA) $82M · 1,371
Similar participant headcount
Nearest other-state filings by covered participants (302 participants); asset peers above are excluded.
- International Brotherhood of Electrical Workers Local Union #756 Pension Fund (FL) 302 · 0 off
- Plumbers & Pipefitters Union Local 178 Money Purchase Plan (MO) 303 · 1 off
- Mississippi County Arkansas Economic Opportunity Commission, Inc. Pension (AR) 300 · 2 off
- Greylock Pension Plan (MA) 305 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.