Defined Benefit (Pension) · DOL Form 5500 · 2022
Northwestern Lake Forest Hospital Pension Plan
Data updated 2026-08-25
- $152M
- Total assets Near avg plan size
- 363
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $418,975
- Avg per participant High balance/head
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.
- #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.
- #19,124
- in Healthcare & Social Assistance (20,060 peers)
- -18.7%
- assets change YoY
- 1.5×
- vs typical plan assets (national mean)
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.
Northwestern Lake Forest Hospital Employees Retirement Plan's outsized position by total assets
Northwestern Lake Forest Hospital Employees Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$152,087,961 Top 5% higher than 95% 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
Northwestern Lake Forest Hospital Employees 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. Northwestern Lake Forest Hospital Employees Retirement Plan sits mid-pack in the medium band (363 participants).
Form 5500 schedule snapshot
Filing strip 362179779 · Northwestern Lake Forest Hospital PY 2022 · Defined Benefit (Pension)
Northwestern Lake Forest Hospital Employees Retirement Plan · $152M · 363 · 95th
- BOY $152M
- BOY 363
- BOY 95th
- BOY Defined Benefit (Pension)
- BOY near Retirement Income Plan for Employees of Northern Arizona Healthcare
- BOY ind #19124
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 Healthcare & Social Assistance retirement plans → · Plans in Illinois →
Northwestern Lake Forest Hospital Employees Retirement Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $187M |
|---|---|
| Net Assets (End of Year) | $152M |
| Net Income | -$35M |
| Employer EIN | 362179779 |
| Plan Effective Date | 1967-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Northwestern Lake Forest Hospital)
Sponsor-wide plan assets over time
All Northwestern Lake Forest Hospital plans reported in each filing year
- Latest sponsor-wide plan assets
- $159M 4.8103649703082025% vs 2022
- 2024 filing year
| 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.
- Central States, Southeast & Southwest Areas Pension Plan $42.6B · 50,096
- State Farm Insurance Companies Retirement Plan for United States Employees $32.1B · 49,052
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.0B · 20,170
- John Deere Pension Plan for Salaried Employees $7.3B · N/A
- Abbott Laboratories Annuity Retirement Plan $6.8B · 16,809
Northwestern Lake Forest Hospital Employees Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is Retirement Income Plan for Employees of Northern Arizona Healthcare in AZ ($152M); by covered participants it is Mclaren St. Luke's Retirement Plan in OH (363 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($152M here).
- Retirement Income Plan for Employees of Northern Arizona Healthcare (AZ) $152M · 209
- Davis Polk Partner Defined Benefit Pension Plan (NY) $152M · 147
- Ibt Consolidated Pension Plan (WA) $152M · 3,937
- Non-Contributory Pension Plan for Certain Employees of Yokohama Tire Corporation in Salem, Virginia (VA) $152M · 500
Similar participant headcount
Nearest other-state filings by covered participants (363 participants); asset peers above are excluded.
- Mclaren St. Luke's Retirement Plan (OH) 363 · 0 off
- Southern Ct IBEW Pension Plan (CT) 364 · 1 off
- Shell Federal Credit Union Retirement Pension Plan (TX) 362 · 1 off
- Minnkota Power Cooperative, Inc Employees Pension Plan - Plan a (ND) 362 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.