Defined Benefit (Pension) · DOL Form 5500 · 2022

Northwestern Lake Forest Hospital Pension Plan

Data updated 2026-08-11

$152M
Total assets
363
Participants
95th
Percentile by assets
$418,975
Avg per participant
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Official DOL plan name: Northwestern Lake Forest Hospital Employees Retirement Plan · Sponsored by Northwestern Lake Forest Hospital · Illinois · Healthcare & Social Assistance

$152M in assets, 363 participants

Northwestern Lake Forest Hospital's Northwestern Lake Forest Hospital Employees Retirement Plan reported $152M in total assets and 363 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • 95th percentile by assets (of 139,126 plans)
  • #19,124 in Healthcare & Social Assistance (20,060 peers)

Coverage in Illinois

Northwestern Lake Forest Hospital Employees Retirement Plan covers 363 participants in Illinois, about 47% of the average Illinois filer (state average ~779 per filing). Assets: $152M.

$152M
total plan assets (2022 EOY)
363
covered participants
95th
percentile by assets (of 139,126 plans)
$418,975
avg assets per participant

The plan reported a net loss of $35M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Participants vs Illinois filers

In Illinois, the average filing covers about 779 participants across 5,745 plans. Northwestern Lake Forest Hospital Employees Retirement Plan reports 363 participants - about 47% of that state average ($152M EOY assets).

Illinois filing particulars

Total Assets (Beginning of Year)$187M
Net Assets (End of Year)$152M
Net Income-$35M
Employer EIN362179779
Plan Effective Date1967-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Northwestern Lake Forest Hospital)

$150M$155M$160M$165M 202220232024 $152M $159M ▲ +4.8%
Total plan assets by year, all Northwestern Lake Forest Hospital plans on file
Year Plans Participants Total Assets
2022 1 363 $152M
2023 1 324 $162M
2024 1 301 $159M

Nearby Defined Benefit (Pension) Plans in Illinois

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Northwestern Lake Forest Hospital Employees Retirement Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants

Northwestern Lake Forest Hospital Employees Retirement Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1001020304050 Total assets ($B) Participants Northwestern Lake Fo…Central States, Sout…State Farm Insurance…United Food & Commer…John Deere Pension P…Abbott Laboratories …
Northwestern Lake Forest Hospital Employees Retirement Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Northwestern Lake Forest Hospital Employees Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Northwestern Lake Forest Hospital Employees Retirement Plan assets move in 2022?
Northwestern Lake Forest Hospital Employees Retirement Plan declined sharply - down 18.7% during 2022, from $187M to $152M. Reported net income was -$35M.
How have Northwestern Lake Forest Hospital plan assets changed over time?
Across 3 plan years on file (2022-2024), Northwestern Lake Forest Hospital's sponsor-wide assets grew 4.8%, from $152M to $159M.
Where does Northwestern Lake Forest Hospital Employees Retirement Plan rank by assets among Form 5500 filers?
Northwestern Lake Forest Hospital Employees Retirement Plan ranks in the 95th 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 Defined Benefit (Pension) plans are similar in size to Northwestern Lake Forest Hospital Employees Retirement Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Income Plan for Employees of Northern Arizona Healthcare in AZ ($152M, 209 participants).

Next read for Northwestern Lake Forest Hospital Employ…

Filing takeaways

Ways to act on Northwestern Lake Forest Hospital Employees Retirement Plan's numbers.