Other · DOL Form 5500 · 2022
Wheaton Academy Retirement Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 80
- Participants Small participant base
- 59th
- Percentile by assets National rank
- $95,482
- Avg per participant Below avg balance/head
Official DOL plan name: Wheaton Academy 403(b) DC Plan · Sponsored by Wheaton Academy · Illinois · Educational Services
$8M in assets, 80 participants
Wheaton Academy's Wheaton Academy 403(b) DC Plan reported $8M in total assets and 80 participants in its 2022 DOL Form 5500 filing, ranking in the 59th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #1,713 in Educational Services (4,024 peers)
Wheaton Academy multi-year trail
Wheaton Academy's plans moved +39.4% in assets from 2022 to 2024; this filing shows Wheaton Academy 403(b) DC Plan at $8M / 80 participants.
- #1,713
- in Educational Services (4,024 peers)
- -8.6%
- assets change YoY
The plan reported a net loss of $723K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Wheaton Academy 403(b) DC Plan's mid-pack asset rank among Educational Services and all filers
Wheaton Academy 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,638,567 Top 41% higher than 59% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Wheaton Academy 403(b) DC Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wheaton Academy 403(b) DC Plan is a small filing (80 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 362388793 · Wheaton Academy PY 2022 · Other
Wheaton Academy 403(b) DC Plan · $8M · 80 · 59th
- EIN $8M
- EIN 80
- EIN 59th
- EIN Other
- EIN near Mcr Health, Inc. 403(b) Plan
- EIN ind #1713
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Educational Services retirement plans → · Plans in Illinois →
Wheaton Academy 403(b) DC Plan in the asset neighbourhood
Wheaton Academy multi-year asset trail
Sponsor-wide plan assets over time
All Wheaton Academy plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 39.40079336870384% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 80 | $8M |
| 2023 | 1 | 84 | $9M |
| 2024 | 1 | 86 | $11M |
Wheaton Academy filing trail (2022)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$723K |
| Employer EIN | 362388793 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Illinois
Peer Other plans, same state, same plan type, ranked by total assets.
- Washington University Retirement Savings Plan $5.9B · 15,925
- Northwestern University Retirement Plan $3.5B · 9,465
- The University of Chicago Contributory Retirement Plan $3.1B · 4,552
- Northshore University Healthsystem Tax Deferred Annuity Plan $1.8B · 13,159
- The University of Chicago Supplemental Retirement Plan $1.5B · 7,855
Wheaton Academy 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Mcr Health, Inc. 403(b) Plan in FL ($8M); by covered participants it is George Ade Memorial Healthcare Center Matching Plan in IN (80 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (80 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.