Money Purchase · DOL Form 5500 · 2024

Indiana University Foundation Money Purchase Plan

Data updated 2026-08-11

$81M
Total assets: 302
Participants: 89th
Percentile by assets: $268,115
Avg per participant

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.

89th percentile by assets (of 123,622 plans)
#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.

$81M
total plan assets (2024 EOY): 302
covered participants: 89th
percentile by assets (of 123,622 plans): $268,115
avg assets per participant

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.

See the national 2023→2024 release diff →

State

Indiana

Industry

Other Services

Indiana University Foundation, Inc. 403(b) Defined Contribution Retirement Plan vs the 2024 asset distribution

By assets, Indiana University Foundation, Inc. 403(b) Defined Contribution Retirement Plan outranks 89% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).

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)

Total plan assets by year, all Indiana University Foundation plans on file

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.

Indiana University Foundation, Inc. 403(b) Defined Contribution Retirement Plan vs. nearby Money Purchase plans in Indiana, assets vs. participants

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

Compare Indiana University Foundation, Inc. 403(… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Indiana University Foundation, Inc. 403(b) Defined Contribution Retirement Plan by total assets, not by location.

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

Frequently Asked Questions

How did Indiana University Foundation, Inc. 403(b) Defined Contribution Retirement Plan assets move in 2024? ▼

Indiana University Foundation, Inc. 403(b) Defined Contribution Retirement Plan grew at a solid clip - up 13.8% during 2024, from $71M to $81M. Reported net income was $10M.

How have Indiana University Foundation plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Indiana University Foundation's sponsor-wide assets grew 28.0%, from $63M to $81M.

Where does Indiana University Foundation, Inc. 403(b) Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼

Indiana University Foundation, Inc. 403(b) Defined Contribution Retirement Plan ranks in the 89th 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 Money Purchase plans are similar in size to Indiana University Foundation, Inc. 403(b) Defined Contribution Retirement Plan? ▼

Among Money Purchase plans in other states, the closest by assets is Plumbers Local Union No. 200 Supplemental Vested Annuity Fund in NY ($81M, 758 participants).

Next read for Indiana University Foundation, Inc. 403(…

Scale reading

Ways to act on Indiana University Foundation, Inc. 403(b) Defined Contribution Retirement Plan's numbers.

By total assets, Indiana University Foundation, Inc. 403(b) Defined Contribution Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Money Purchase plans in Indiana. Compare plans
Indiana University Foundation's sponsor-wide assets have grown 28.0% since 2022 across 3 plan years on file. More Other Services plans

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 356018940.