Other · DOL Form 5500 · 2022
Illinois Wesleyan University Retirement Plan
Data updated 2026-08-25
- $135M
- Total assets Near avg plan size
- 361
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $375,161
- Avg per participant High balance/head
Official DOL plan name: Illinois Wesleyan University 403(b) Retirement Plan · Sponsored by Illinois Wesleyan University · Illinois · Educational Services
$135M in assets, 361 participants
Illinois Wesleyan University's Illinois Wesleyan University 403(b) Retirement Plan reported $135M in total assets and 361 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.
- #3,610 in Educational Services (4,024 peers)
Coverage in Illinois
Illinois Wesleyan University 403(b) Retirement Plan covers 361 participants in Illinois, about 46% of the average Illinois filer (state average ~779 per filing). Assets: $135M.
- #3,610
- in Educational Services (4,024 peers)
- -16.1%
- assets change YoY
- 1.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $26M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Illinois Wesleyan University 403(b) Retirement Plan's outsized position by total assets
Illinois Wesleyan University 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$135,433,141 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
Illinois Wesleyan University 403(b) 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. Illinois Wesleyan University 403(b) Retirement Plan sits mid-pack in the medium band (361 participants).
EBSA filing schedule strip
Filing strip 370662594 · Illinois Wesleyan University PY 2022 · Other
Illinois Wesleyan University 403(b) Retirement Plan · $135M · 361 · 94th
- EOY $135M
- 5500 361
- ASSETS 94th
- PCT Other
- EIN near Bates College 403(b) Retirement Plan
- RANK ind #3610
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 →
Illinois Wesleyan University 403(b) Retirement Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $161M |
|---|---|
| Net Assets (End of Year) | $135M |
| Net Income | -$26M |
| Employer EIN | 370662594 |
| Plan Effective Date | 1976-01-14 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Illinois Wesleyan University)
Sponsor-wide plan assets over time
All Illinois Wesleyan University plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 361 | $135M |
| 2023 | 1 | 356 | N/A |
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
Illinois Wesleyan University 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Bates College 403(b) Retirement Plan in ME ($135M); by covered participants it is Southminster Retirement Plan in NC (361 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($135M here).
- Bates College 403(b) Retirement Plan (ME) $135M · 964
- Monongalia Health System Retirement and Savings Plan (WV) $135M · 2,865
- Florida Tech Retirement Plan (FL) $136M · 1,320
- The Cooper Union Defined Contribution Retirement Plan (NY) $135M · 286
Similar participant headcount
Nearest other-state filings by covered participants (361 participants); asset peers above are excluded.
- Southminster Retirement Plan (NC) 361 · 0 off
- Homebridge 403(b) Plan (CA) 361 · 0 off
- Planned Parenthood 403(b) Plan (CA) 361 · 0 off
- Longwood at Oakmont Retirement Savings Plan (PA) 361 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.