Other · DOL Form 5500 · 2022
Lewis University Retirement Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 372
- Participants Below avg headcount
- 75th
- Percentile by assets National rank
- $47,656
- Avg per participant Low balance/head
Official DOL plan name: Lewis University 403(b) Defined Contribution Retirement Plan · Sponsored by Lewis University · Illinois · Educational Services
$18M in assets, 372 participants
Lewis University's Lewis University 403(b) Defined Contribution Retirement Plan reported $18M in total assets and 372 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.
- #2,357 in Educational Services (4,024 peers)
Coverage in Illinois
Lewis University 403(b) Defined Contribution Retirement Plan covers 372 participants in Illinois, about 48% of the average Illinois filer (state average ~779 per filing). Assets: $18M.
- #2,357
- in Educational Services (4,024 peers)
- -7.3%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lewis University 403(b) Defined Contribution Retirement Plan's outsized position by total assets
Lewis University 403(b) Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$17,727,951 Top 25% higher than 75% 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
Lewis University 403(b) Defined Contribution 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. Lewis University 403(b) Defined Contribution Retirement Plan sits mid-pack in the medium band (372 participants).
Plan-year Form 5500 strip
Filing strip 362167773 · Lewis University PY 2022 · Other
Lewis University 403(b) Defined Contribution Retirement Plan · $18M · 372 · 75th
- 5500 $18M
- 5500 372
- 5500 75th
- 5500 Other
- 5500 near Pennswood Village 403b Plan
- 5500 ind #2357
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 →
Lewis University 403(b) Defined Contribution Retirement Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | -$1M |
| Employer EIN | 362167773 |
| Plan Effective Date | 2017-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lewis University)
Sponsor-wide plan assets over time
All Lewis University plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 51.38849943797792% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 372 | $18M |
| 2023 | 1 | 380 | $22M |
| 2024 | 1 | 419 | $27M |
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
Lewis University 403(b) Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Pennswood Village 403b Plan in PA ($18M); by covered participants it is Kansas City University Retirement Plan in MO (372 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- Pennswood Village 403b Plan (PA) $18M · 377
- Morris College 403(b) Defined Contribution Plan (SC) $18M · 210
- Critical Path Institute 403(b) Plan (AZ) $18M · 135
- Manlius Pebble Hill School 403(b) DC Plan (NY) $18M · 91
Similar participant headcount
Nearest other-state filings by covered participants (372 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.