Other · DOL Form 5500 · 2022
Illinois Wesleyan University Retirement Plan
Data updated 2026-08-11
- $135M
- Total assets
- 361
- Participants
- 94th
- Percentile by assets
- $375,161
- Avg per participant
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.
- 94th percentile by assets (of 139,126 plans)
- #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.
- $135M
- total plan assets (2022 EOY)
- 361
- covered participants
- 94th
- percentile by assets (of 139,126 plans)
- $375,161
- avg assets per participant
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.
Where Illinois Wesleyan University 403(b) Retirement Plan sits 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
Participants vs Illinois filers
In Illinois, the average filing covers about 779 participants across 5,745 plans. Illinois Wesleyan University 403(b) Retirement Plan reports 361 participants - about 46% of that state average ($135M EOY assets).
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)
| 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.
Illinois Wesleyan University 403(b) Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Illinois Wesleyan University 403(b) Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Illinois Wesleyan University 403(b) Retirement Plan assets move in 2022? ▼
Where does Illinois Wesleyan University 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Illinois Wesleyan University 403(b) Retirement Plan? ▼
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Filing takeaways
Ways to act on Illinois Wesleyan University 403(b) Retirement Plan's numbers.
- By total assets, Illinois Wesleyan University 403(b) Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Illinois. Compare plans