IA Form 5500 retirement and benefit plan filings
State 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, IA has 4,467 loaded benefit plan(s) reported by 1,333 plan sponsor(s), with $238,496,165,156 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 4,467
- Plan sponsors
- 1,333
- Latest filing year
- 2023
What stands out in IA
- 4,467 loaded plans hold $238.5B in reported assets across 1,333 sponsors.
- The largest, Principal Largecap S&P 500 Index Separate Account M, holds 14% of reported IA plan assets.
- Plans cover 1,563,984 participants — about 350 per plan.
- 78% of loaded plans report full Schedule H/I financial statements.
- 20% report Schedule C provider compensation.
Reported financial aggregate
Reported net position
Data coverage
Totals sum the latest loaded 2023 public Form 5500 filing per plan for 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.
Cities by loaded plan count
- Cedar Rapids, IA — 2,248 plan(s)
- Des Moines, IA — 374 plan(s)
- Davenport, IA — 162 plan(s)
- West Des Moines, IA — 161 plan(s)
- Dubuque, IA — 82 plan(s)
- Sioux City, IA — 70 plan(s)
- Waterloo, IA — 57 plan(s)
- Urbandale, IA — 48 plan(s)
- Johnston, IA — 42 plan(s)
- Ankeny, IA — 42 plan(s)
- Ames, IA — 42 plan(s)
- Cedar Falls, IA — 36 plan(s)
- Iowa City, IA — 35 plan(s)
- Council Bluffs, IA — 35 plan(s)
- Fairfield, IA — 33 plan(s)
IA market comparison
Largest loaded IA plans
Bars show each plan's reported end-of-year assets relative to the largest.
- 1Principal Life Insurance Company · Des Moines · 2023
- 2Principal Life Insurance Company · Des Moines · 2023
- 3Transamerica Retirement Solutions Corporation · Cedar Rapids · 2023
- 4
- 5Principal Life Insurance Company · Des Moines · 2023
- 6Principal Life Insurance Company · Des Moines · 2023
- 7Principal Life Insurance Company · Des Moines · 2023
- 8
- 9
- 10
- 11Iowa Health System · West Des Moines · 2023
- 12
- 13
- 14
- 15Principal Life Insurance Company · Des Moines · 2023
Largest IA plans → · IA plans by participants → · IA plans with financial data → · IA plans with provider compensation → · $1B+ IA plans →
Frequently asked questions
- How many Form 5500 benefit plans are loaded for IA?
- 4,467 plan(s) reported by 1,333 sponsor(s) are loaded for IA.
Related Form 5500 pages
- Cedar Rapids, IA Form 5500 filings
- Des Moines, IA Form 5500 filings
- Davenport, IA Form 5500 filings
- West Des Moines, IA Form 5500 filings
- Dubuque, IA Form 5500 filings
- Sioux City, IA Form 5500 filings
- Waterloo, IA Form 5500 filings
- Urbandale, IA Form 5500 filings
- Johnston, IA Form 5500 filings
- Ankeny, IA Form 5500 filings
- Ames, IA Form 5500 filings
- Cedar Falls, IA Form 5500 filings
- Iowa City, IA Form 5500 filings
- Council Bluffs, IA Form 5500 filings
- Fairfield, IA Form 5500 filings
- Principal Largecap S&P 500 Index Separate Account M (plan 016)
- Principal Bond Market Index Separate Account (plan 122)
- Transamerica Retirement Solutions Collective Trust (plan 001)
- Principal U.S. Property Separate Account (plan 027)
- Principal Midcap S&P 400 Index Separate Account M (plan 023)
- Principal Smallcap S&P 600 Index Separate Account M (plan 028)
- Principal Largecap Growth I Separate Account (plan 066)
- The Principal Select Savings Plan (plan 003)
- Principal Lifetime 2030 Separate Account (plan 077)
- Principal Liquid Assets Separate Account (plan 024)
- Methodology
- Data sources