Other · DOL Form 5500 · 2022
Lake Forest College Retirement Plan
Data updated 2026-08-25
- $126M
- Total assets Near avg plan size
- 422
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $299,022
- Avg per participant High balance/head
Official DOL plan name: Lake Forest College Retirement Plan for Faculty and Staff · Sponsored by Lake Forest College · Illinois · Educational Services
$126M in assets, 422 participants
Lake Forest College's Lake Forest College Retirement Plan for Faculty and Staff reported $126M in total assets and 422 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- #3,592 in Educational Services (4,024 peers)
Where Lake Forest College Retirement Plan for Faculty and Staff sits by assets
Lake Forest College Retirement Plan for Faculty and Staff sits in the top 10% of all filed plans by assets, $126M for 422 participants (~$299,022/participant), down 12.8% in 2022.
- #3,592
- in Educational Services (4,024 peers)
- -12.8%
- assets change YoY
- 1.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $19M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lake Forest College Retirement Plan for Faculty and Staff's outsized position by total assets
Lake Forest College Retirement Plan for Faculty and Staff vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$126,187,077 Top 6% higher than 94% 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
Lake Forest College Retirement Plan for Faculty and Staff 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. Lake Forest College Retirement Plan for Faculty and Staff sits mid-pack in the medium band (422 participants).
Plan-year Form 5500 strip
Filing strip 362167770 · Lake Forest College PY 2022 · Other
Lake Forest College Retirement Plan for Faculty and Staff · $126M · 422 · 94th
- PHOTO $126M
- IND 422
- EOY 94th
- 5500 Other
- ASSETS near Community Hospital Corporation Employees' 403(b) Plan
- PCT ind #3592
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 →
Lake Forest College Retirement Plan for Faculty and Staff in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $145M |
|---|---|
| Net Assets (End of Year) | $126M |
| Net Income | -$19M |
| Employer EIN | 362167770 |
| Plan Effective Date | 1938-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lake Forest College)
Sponsor-wide plan assets over time
All Lake Forest College plans reported in each filing year
- Latest sponsor-wide plan assets
- $143M 13.455544263062691% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 422 | $126M |
| 2023 | 1 | 345 | $137M |
| 2024 | 1 | 349 | $143M |
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
Lake Forest College Retirement Plan for Faculty and Staff's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Community Hospital Corporation Employees' 403(b) Plan in TX ($126M); by covered participants it is Greenhill School 403(b) Plan in TX (422 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($126M here).
Similar participant headcount
Nearest other-state filings by covered participants (422 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.