Other · DOL Form 5500 · 2022

Wheaton College Retirement Plan

Data updated 2026-08-25

$205M
Total assets Near avg plan size
673
Participants Below avg headcount
96th
Percentile by assets National rank
$305,271
Avg per participant High balance/head
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Official DOL plan name: Wheaton College Retirement Plan · Sponsored by Wheaton College · Illinois · Educational Services

$205M in assets, 673 participants

Wheaton College's Wheaton College Retirement Plan reported $205M in total assets and 673 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #3,736 in Educational Services (4,024 peers)

Where Wheaton College Retirement Plan sits by assets

Wheaton College Retirement Plan sits in the top 5% of all filed plans by assets, $205M for 673 participants (~$305,271/participant), down 14.8% in 2022.

#3,736
in Educational Services (4,024 peers)
-14.8%
assets change YoY
2.1×
vs typical plan assets (national mean)

The plan reported a net loss of $36M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wheaton College Retirement Plan's outsized position by total assets

Wheaton College Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$205,447,363 Top 4% higher than 96% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Wheaton College Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wheaton College Retirement Plan sits mid-pack in the medium band (673 participants).

Plan-year Form 5500 strip

Filing strip 362182171 · Wheaton College PY 2022 · Other

Wheaton College Retirement Plan · $205M · 673 · 96th

  • EOY $205M
  • 5500 673
  • ASSETS 96th
  • PCT Other
  • EIN near The Hospital for Special Surgery Retirement Plan for Management and Medical Staff
  • RANK ind #3736

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 College Retirement Plan in the asset neighbourhood

Stonehill College 403(b) Retirement Savings PlanStonehill College 403(b) Ret…$206MWheaton College Retirement PlanWheaton College Retirement P…$205MThe Hospital for Special Surgery Retirement Plan for Management and Medical StaffThe Hospital for Special Sur…$205MReed College Retirement Plan$205MThe Dalton Schools, Inc. Retirement and Savings PlanThe Dalton Schools, Inc. Ret…$205M
End-of-year total assets ($M) among Wheaton College Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$241M
Net Assets (End of Year)$205M
Net Income-$36M
Employer EIN362182171
Plan Effective Date1963-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wheaton College)

Sponsor-wide plan assets over time

All Wheaton College plans reported in each filing year

Latest sponsor-wide plan assets
$239M 16.16503590751856% vs 2022
2024 filing year
$200M$210M$220M$230M$240M$250M 202220232024 $205M $239M ▲ +16.2%
Year Plans Participants Total Assets
2022 1 673 $205M
2023 1 661 $228M
2024 1 1,027 $239M

Nearby Other Plans in Illinois

Peer Other plans, same state, same plan type, ranked by total assets.

Wheaton College Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants Wheaton College Retirement Plan, Total assets ($B): 0.205447363 · Participants: 673Wheaton College Retirement PlanWashington University Retirement Savings Plan, Total assets ($B): 5.876925706 · Participants: 15925Washington University Retirement Savings PlanNorthwestern University Retirement Plan, Total assets ($B): 3.513964211 · Participants: 9465Northwestern University Retirement PlanThe University of Chicago Contributory Retirement Plan, Total assets ($B): 3.053434537 · Participants: 4552The University of Chicago Contributory Retirement PlanNorthshore University Healthsystem Tax Deferred Annuity Plan, Total assets ($B): 1.75976664 · Participants: 13159Northshore University Healthsystem Tax Deferred Annuity PlanThe University of Chicago Supplemental Retirement Plan, Total assets ($B): 1.486612106 · Participants: 7855The University of Chicago Supplemental Retirement Plan
Wheaton College Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants
Compare Wheaton College Retirement Plan side-by-side with 3 peers →

Wheaton College Retirement Plan's out-of-state Other peers by assets and headcount

Outside Illinois, the nearest Other by assets is The Hospital for Special Surgery Retirement Plan for Management and Medical Staff in NY ($205M); by covered participants it is Mary Rutan Health Association of Logan County Tax Deferred Annuity Plan in OH (672 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (673 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.

Frequently Asked Questions

How did Wheaton College Retirement Plan assets move in 2022? ▼
Wheaton College Retirement Plan pulled back noticeably - down 14.8% during 2022, from $241M to $205M. Reported net income was -$36M.
How have Wheaton College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wheaton College's sponsor-wide assets grew 16.2%, from $205M to $239M.
Where does Wheaton College Retirement Plan rank by assets among Form 5500 filers? ▼
Wheaton College Retirement Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Wheaton College Retirement Plan? ▼
Among Other plans in other states, the closest by assets is The Hospital for Special Surgery Retirement Plan for Management and Medical Staff in NY ($205M, 606 participants).
Which Other plans cover a similar participant headcount to Wheaton College Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Mary Rutan Health Association of Logan County Tax Deferred Annuity Plan in OH (672 participants, $33M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 362182171.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.