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
- Total reported assets (EOY)
- $238,496,165,156
- Latest filing year
- 2023
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)
Largest loaded plans by reported assets
| Plan | Sponsor | City | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Principal Largecap S&P 500 Index Separate Account M | Principal Life Insurance Company | Des Moines | $33,964,336,983 | 2023 |
| Principal Bond Market Index Separate Account | Principal Life Insurance Company | Des Moines | $11,547,496,745 | 2023 |
| Transamerica Retirement Solutions Collective Trust | Transamerica Retirement Solutions Corporation | Cedar Rapids | $11,401,484,748 | 2023 |
| Principal U.S. Property Separate Account | Principal Life Insurance Company | Des Moines | $8,696,497,287 | 2023 |
| Principal Midcap S&P 400 Index Separate Account M | Principal Life Insurance Company | Des Moines | $7,890,666,224 | 2023 |
| Principal Smallcap S&P 600 Index Separate Account M | Principal Life Insurance Company | Des Moines | $4,785,786,226 | 2023 |
| Principal Largecap Growth I Separate Account | Principal Life Insurance Company | Des Moines | $4,597,699,738 | 2023 |
| The Principal Select Savings Plan | Principal Financial Group, Inc. | Des Moines | $4,134,174,305 | 2023 |
| Principal Lifetime 2030 Separate Account | Principal Life Insurance Company | Des Moines | $3,327,570,040 | 2023 |
| Principal Liquid Assets Separate Account | Principal Life Insurance Company | Des Moines | $3,324,948,274 | 2023 |
| Iowa Health System Section 401(K) Retirement Savings Plan | Iowa Health System | West Des Moines | $2,955,731,563 | 2023 |
| The Hy-Vee And Affiliates 401(K) Plan | Hy-Vee, Inc. | West Des Moines | $2,941,182,172 | 2023 |
| Principal Core Plus Bond Separate Account | Principal Life Insurance Company | Des Moines | $2,927,647,306 | 2023 |
| The Rsm Us Llp Retirement Plan | Rsm Us, Llp | Davenport | $2,890,404,508 | 2023 |
| Principal Diversified International Separate Account | Principal Life Insurance Company | Des Moines | $2,792,922,222 | 2023 |
Largest IA plans → · IA plans with financial data → · $1B+ IA plans →
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