How big is Iowa Mennonite Benevolent Association's plan?

Iowa Mennonite Benevolent Association's plan reported $3.0M in assets and 165 participants for 2024.

Original filing (PDF)20250910170028NAL0021358817001

Iowa Mennonite Benevolent Association

Name: Iowa Mennonite Benevolent Association — Pleasantview, Form 5500 (2024)
Creator: Iowa Mennonite Benevolent Association
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pleasantview 403(b) Plan

403(b) retirement plan · Iowa Mennonite Benevolent Association's Pleasantview 403(b) Plan held $3.0M in plan assets for 165 participants in 2024.

Signals · 1

No auditor on file

Active participants

165

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

Jim Hershberger signed Iowa Mennonite Benevolent Association's 2024 Form 5500 as plan administrator.

Jim Hershberger — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Iowa Mennonite Benevolent Association's EIN is 42-0803935.

EIN 42-0803935

Plan number 002

Plan year 2024

ACK ID 20250910170028NAL0021358817001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Iowa Mennonite Benevolent Association from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Iowa Mennonite Benevolent Association's plan includes ERISA 404(c) participant direction, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for IOWA MENNONITE BENEVOLENT ASSOCIATION.

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Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (6th percentile).

Helping the score