Defined Benefit (Pension) · DOL Form 5500 · 2024

Iowa State Education Association Pension Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
52
Participants Small participant base
81st
Percentile by assets National rank
$737,011
Avg per participant High balance/head
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Official DOL plan name: Iowa State Education Association Employees' Pension Trust · Sponsored by Iowa State Education Association · Iowa · Educational Services

$38M in assets, 52 participants

Iowa State Education Association's Iowa State Education Association Employees' Pension Trust reported $38M in total assets and 52 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #2,434 in Educational Services (3,638 peers)

Where Iowa State Education Association Employees' Pension Trust sits by assets

Iowa State Education Association Employees' Pension Trust sits in the top quartile of all filed plans by assets, $38M for 52 participants (~$737,011/participant), down 2.1% in 2024.

#2,434
in Educational Services (3,638 peers)
-2.1%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $835K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Iowa State Education Association Employees' Pension Trust's outsized position by total assets

Iowa State Education Association Employees' Pension Trust vs every filed plan by assets

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

$38,324,594 Top 19% higher than 81% 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

Iowa State Education Association Employees' Pension Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Iowa State Education Association Employees' Pension Trust is a small filing (52 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Iowa State Education Association Employees' Pension Trust reported net income fell from $1M in the plan year 2023 filing to -$835K in the plan year 2024 filing.
  • Iowa State Education Association Employees' Pension Trust reported participants fell from 57 in the plan year 2023 filing to 52 in the plan year 2024 filing.
  • Iowa State Education Association Employees' Pension Trust end-of-year assets fell from $39M in the plan year 2023 filing to $38M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 420335775 · Iowa State Education Association PY 2024 · Defined Benefit (Pension)

Iowa State Education Association Employees' Pension Trust · $38M · 52 · 81st

  • RANK $38M
  • RANK 52
  • RANK 81st
  • RANK Defined Benefit (Pension)
  • RANK near Signature Healthcare Retirement Plan C
  • RANK ind #2434

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 →

Iowa State Education Association Employees' Pension Trust in the asset neighbourhood

The French's Food Company LLC Retirement Plan for Union EmployeesThe French's Food Company LL…$38MMountain States Employers Council, Inc. Pension Plan and TrustMountain States Employers Co…$38MSignature Healthcare Retirement Plan CSignature Healthcare Retirem…$38MIowa State Education Association Employees' Pension TrustIowa State Education Associa…$38MThe Fidelity Bank Pension PlanThe Fidelity Bank Pension Pl…$38M
End-of-year total assets ($M) among Iowa State Education Association Employees' Pension Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$38M
Net Income-$835K
Employer EIN420335775
Plan Effective Date1950-09-14
Filing StatusFILING RECEIVED

Sponsor Plan History (Iowa State Education Association)

Sponsor-wide plan assets over time

All Iowa State Education Association plans reported in each filing year

Latest sponsor-wide plan assets
$38M 0.6573857078760662% vs 2022
2024 filing year
$37.5M$38M$38.5M$39M$39.5M 202220232024 $38.1M $38.3M ▲ +0.7%
Year Plans Participants Total Assets
2022 1 60 $38M
2023 1 57 $39M
2024 1 52 $38M

Nearby Defined Benefit (Pension) Plans in Iowa

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Iowa State Education Association Employees' Pension Trust vs. nearby Defined Benefit (Pension) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Iowa State Education Association Employees' Pension Trust, Total assets ($B): 0.038324594 · Participants: 52Iowa State Education Association Employees' Pension TrustTransamerica Pension Plan, Total assets ($B): 2.198965485 · Participants: 7170Transamerica Pension PlanPrincipal Cash Balance Plan, Total assets ($B): 1.466387124 · Participants: 11945Principal Cash Balance PlanMidamerican Energy Company Retirement Plan, Total assets ($B): 0.521334295 · Participants: 2805Midamerican Energy Company Retirement PlanEmployers Mutual Casualty Company Retirement Plan, Total assets ($B): 0.361826911 · Participants: 1908Employers Mutual Casualty Company Retirement PlanPension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust, Total assets ($B): 0.330986539 · Participants: 1233Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust
Iowa State Education Association Employees' Pension Trust vs. nearby Defined Benefit (Pension) plans in Iowa, assets vs. participants
Compare Iowa State Education Association Employees' Pension Trust side-by-side with 3 peers →

Iowa State Education Association Employees' Pension Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Iowa, the nearest Defined Benefit (Pension) by assets is Signature Healthcare Retirement Plan C in MA ($38M); by covered participants it is Dr. Scott Bowlby, D.D.S., P.a. Cash Balance Plan in MN (52 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (52 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 Iowa State Education Association Employees' Pension Trust assets move in 2024? ▼
Iowa State Education Association Employees' Pension Trust edged down modestly - down 2.1% during 2024, from $39M to $38M. Reported net income was -$835K.
How have Iowa State Education Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Iowa State Education Association's sponsor-wide assets grew 0.7%, from $38M to $38M.
Where does Iowa State Education Association Employees' Pension Trust rank by assets among Form 5500 filers? ▼
Iowa State Education Association Employees' Pension Trust ranks in the 81st 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 Defined Benefit (Pension) plans are similar in size to Iowa State Education Association Employees' Pension Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Signature Healthcare Retirement Plan C in MA ($38M, 205 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Iowa State Education Association Employees' Pension Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Dr. Scott Bowlby, D.D.S., P.a. Cash Balance Plan in MN (52 participants, N/A 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 420335775.

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.