Other · DOL Form 5500 · 2024
University of Dubuque Retirement Plan
Data updated 2026-08-25
- $75M
- Total assets Below avg plan size
- 669
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $112,240
- Avg per participant Below avg balance/head
Official DOL plan name: University of Dubuque Employees' 403(b) Plan · Sponsored by University of Dubuque · Iowa · Educational Services
$75M in assets, 669 participants
University of Dubuque's University of Dubuque Employees' 403(b) Plan reported $75M in total assets and 669 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.
- #2,863 in Educational Services (3,638 peers)
Where University of Dubuque Employees' 403(b) Plan sits by assets
University of Dubuque Employees' 403(b) Plan sits in the top quartile of all filed plans by assets, $75M for 669 participants (~$112,240/participant), up 10.2% in 2024.
- #2,863
- in Educational Services (3,638 peers)
- +10.2%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
University of Dubuque Employees' 403(b) Plan's outsized position by total assets
University of Dubuque Employees' 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$75,088,372 Top 12% higher than 88% 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
University of Dubuque Employees' 403(b) 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. University of Dubuque Employees' 403(b) Plan sits mid-pack in the medium band (669 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- University of Dubuque Employees' 403(b) Plan reported participants rose from 468 in the plan year 2023 filing to 669 in the plan year 2024 filing.
- University of Dubuque Employees' 403(b) Plan reported net income fell from $9M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- University of Dubuque Employees' 403(b) Plan end-of-year assets rose from $68M in the plan year 2023 filing to $75M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 420680323 · University of Dubuque PY 2024 · Other
University of Dubuque Employees' 403(b) Plan · $75M · 669 · 88th
- BOY $75M
- SCH 669
- EBSA 88th
- PART Other
- TYPE near Montefiore Nyack Hospital 403(b) Plan
- NET ind #2863
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 →
University of Dubuque Employees' 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $68M |
|---|---|
| Net Assets (End of Year) | $75M |
| Net Income | $7M |
| Employer EIN | 420680323 |
| Plan Effective Date | 1921-06-08 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University of Dubuque)
Sponsor-wide plan assets over time
All University of Dubuque plans reported in each filing year
- Latest sponsor-wide plan assets
- $75M 26.273218657253217% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 508 | $59M |
| 2023 | 1 | 468 | $68M |
| 2024 | 1 | 669 | $75M |
Nearby Other Plans in Iowa
Peer Other plans, same state, same plan type, ranked by total assets.
- Iaicu Multiple Employer Plan $621M · 2,554
- 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
University of Dubuque Employees' 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Iowa, the nearest Other by assets is Montefiore Nyack Hospital 403(b) Plan in NY ($75M); by covered participants it is Pmhcc, Inc. 403(b) Plan in PA (669 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($75M here).
- Montefiore Nyack Hospital 403(b) Plan (NY) $75M · 821
- Viewpoint Educational Foundation 403(b)Plan (CA) $75M · 305
- Focus on the Family 403(b) Plan (CO) $75M · 742
- Shady Side Academy Retirement Plan (PA) $75M · 300
Similar participant headcount
Nearest other-state filings by covered participants (669 participants); asset peers above are excluded.
- Pmhcc, Inc. 403(b) Plan (PA) 669 · 0 off
- Summitstone Health Partners 403(b) Retirement Plan (CO) 668 · 1 off
- Episcopal Children's Services, Inc. Tax Deferred Annuity Savings Plan (FL) 670 · 1 off
- The Cna Corporation Retirement Plan (VA) 668 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.