Retirement plan

IOWA HIGH SCHOOL ATHLETIC ASSOC. RET. PLAN

Name: IOWA HIGH SCHOOL ATHLETIC ASSOCIATION - IOWA HIGH SCHOOL ATHLETIC ASSOC. RET. PLAN (2025) Form 5500
Creator: IOWA HIGH SCHOOL ATHLETIC ASSOCIATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, IOWA HIGH SCHOOL ATHLETIC ASSOC. RET. PLAN, IOWA HIGH SCHOOL ATHLETIC ASSOCIATION

IOWA HIGH SCHOOL ATHLETIC ASSOCIATIONEIN 20-8062466Plan #002PY 2025

1605 S. STORY STREET - BOONE, IA 50036515-432-2011iahsaa.orgLinkedIn11-50 employeesrecreational facilities and services

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$5.7M

+10.4% from 2024

Total participants

-13.0% from 2024

Average account balance

$301,215

+16.2% from 2024

Annual return

13.48%

+0.02 pp from 2024

Benchmarks

See 4,159 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort4,159 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$5.72M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$301K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

118.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$294K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.48%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$25481

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2M3D2G2F2T

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$484K

$30259 / participant

Other / not subdivided$484K100.0%

% of EOY assets

8.460%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$301,215

$76,368+294.4%

$67,681+345.0%

$154,746+94.7%

Participation rate

93.8%

79.0%+14.8pp

73.7%+20.0pp

80.7%+13.0pp

Annual return

13.48%

1066.77%-1053.3pp

590.58%-577.1pp

172.34%-158.9pp

Employer contribution / active EE

$11,336

$3,151+259.7%

$2,678+323.3%

$4,379+158.9%

Participant deferral / active EE

$7,028

$4,824+45.7%

$3,976+76.8%

$6,730+4.4%

Admin fee / account holder

$25,481

$8,559+197.7%

$6,100+317.7%

$14,365+77.4%

IOWA HIGH SCHOOL ATHLETIC ASSOC. RET. PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

IOWA HIGH SCHOOL ATHLETIC ASSOC. RET. PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion