Iowa City, IA Form 5500 retirement and benefit plan filings
City Form 5500 summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Iowa City, IA has 35 loaded benefit plan(s) reported by 16 plan sponsor(s), with $665,039,103 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 35
- Plan sponsors
- 16
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $665,039,103
- Total reported liabilities (EOY)
- $118,893
- Total reported net assets (EOY)
- $664,920,210
Contributions & income
- Employer contributions
- $11,204,952
- Participant contributions
- $16,163,039
- Total income / additions
- $119,150,973
Expenses & distributions
- Benefits paid / distributions
- $51,748,490
- Total expenses
- $52,584,261
- Net increase / (decrease)
- $66,566,712
Coverage
- Total reported participants
- 17,561
- Plans with financial statements
- 14
- Plans with provider compensation
- 10
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Iowa City, IA plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Act, Inc. Defined Contribution Retirement Plan | Act, Inc. | $425,690,125 | 2023 |
| Midwestone Financial Group, Inc. 401(K) Plan | Midwestone Financial Group, Inc. | $89,757,259 | 2023 |
| University Of Iowa Foundation 401k Plan | State University Of Iowa Foundation | $43,770,756 | 2023 |
| Mlc 401(K) Plan | Mccomas-Lacina Construction L.C. | $18,331,191 | 2023 |
| River Products Company 401(K) Plan | River Products Company, Inc. | $14,526,250 | 2023 |
| Midwestone Financial Group, Inc. Employee Stock Ownership Plan | Midwestone Financial Group, Inc. | $13,290,819 | 2023 |
| Carousel 401(K) Plan | Autohaus Ltd. Dba Carousel Motors | $12,329,714 | 2023 |
| Christian Retirement Services Inc Tax Deferred Savings & Retirement Plan | Christian Retirement Services Inc | $11,631,454 | 2023 |
| Systems Unlimited, Inc. 401(K) Plan | Systems Unlimited, Inc. | $11,562,602 | 2023 |
| Economy Advertising Company Salary Deferral Plan | Economy Advertising Company | $10,438,712 | 2023 |
| United Iowa Financial 401(K) Plan | United Iowa Financial | $5,911,754 | 2023 |
| New Pioneer Cooperative Society Salary Reduction Profit Sharing Plan | New Pioneer Cooperative Society | $4,546,813 | 2023 |
| Preucil School Of Music 403(B) Tda Plan | Preucil School Of Music | $2,627,218 | 2023 |
| Lionheart Early Learning, Inc. 401(K) Plan | Lionheart Early Learning, Inc. | $624,436 | 2023 |
| Act, Inc. Group Life, Ad&D, Supp Life, And Ltd Plan | Intermediaryed | not reported in the loaded dataset | 2023 |
| Act Dental Plan | Intermediaryed | not reported in the loaded dataset | 2023 |
| Act, Inc. Wellness Plan | Intermediaryed | not reported in the loaded dataset | 2023 |
| Act, Inc. Prepaid Legal Plan | Intermediaryed | not reported in the loaded dataset | 2023 |
| University Of Iowa Foundation Health And Welfare Plan | State University Of Iowa Foundation | not reported in the loaded dataset | 2023 |
| Christian Retirement Services D/B/A Oaknoll Employee Life Insurance Plan | Christian Retirement Services, Inc. | not reported in the loaded dataset | 2023 |
| Mercy Hospital Dental Plan | Mercy Hospital | not reported in the loaded dataset | 2023 |
| Systems Unlimited, Inc. Employee Benefits Plan | Systems Unlimited, Inc. | not reported in the loaded dataset | 2023 |
| Mercy Hospital Long Term Disability Plan | Mercy Hospital | not reported in the loaded dataset | 2023 |
| Mercy Hospital Life Insurance Plan | Mercy Hospital | not reported in the loaded dataset | 2023 |
| Mercy Hospital Health Plan | Mercy Hospital | not reported in the loaded dataset | 2023 |
Largest plans in Iowa City → · Iowa City plans by participants → · Iowa City plans with financial data → · Iowa City plans with provider compensation → · $1B+ plans in Iowa City →
Related Form 5500 pages
- All IA Form 5500 filings
- Act, Inc. Defined Contribution Retirement Plan (plan 003)
- Act, Inc. — all reported plans
- Midwestone Financial Group, Inc. 401(K) Plan (plan 006)
- Midwestone Financial Group, Inc. — all reported plans
- University Of Iowa Foundation 401k Plan (plan 003)
- State University Of Iowa Foundation — all reported plans
- Mlc 401(K) Plan (plan 001)
- Mccomas-Lacina Construction L.C. — all reported plans
- River Products Company 401(K) Plan (plan 002)
- River Products Company, Inc. — all reported plans
- Midwestone Financial Group, Inc. Employee Stock Ownership Plan (plan 001)
- Carousel 401(K) Plan (plan 001)
- Autohaus Ltd. Dba Carousel Motors — all reported plans
- Christian Retirement Services Inc Tax Deferred Savings & Retirement Plan (plan 001)
- Christian Retirement Services Inc — all reported plans
- Systems Unlimited, Inc. 401(K) Plan (plan 001)
- Systems Unlimited, Inc. — all reported plans
- Economy Advertising Company Salary Deferral Plan (plan 001)
- Economy Advertising Company — all reported plans
- United Iowa Financial 401(K) Plan (plan 001)
- United Iowa Financial — all reported plans
- New Pioneer Cooperative Society Salary Reduction Profit Sharing Plan (plan 001)
- New Pioneer Cooperative Society — all reported plans
- Preucil School Of Music 403(B) Tda Plan (plan 002)
- Preucil School Of Music — all reported plans
- Lionheart Early Learning, Inc. 401(K) Plan (plan 001)
- Lionheart Early Learning, Inc. — all reported plans
- Act, Inc. Group Life, Ad&D, Supp Life, And Ltd Plan (plan 504)
- Methodology
- Data sources