Other · DOL Form 5500 · 2022
Mckendree University Retirement Plan
Data updated 2026-08-25
- $56M
- Total assets Below avg plan size
- 493
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $113,000
- Avg per participant Below avg balance/head
Official DOL plan name: Mckendree University Defined Contribution Retirement Plan · Sponsored by Mckendree University · Illinois · Educational Services
$56M in assets, 493 participants
Mckendree University's Mckendree University Defined Contribution Retirement Plan reported $56M in total assets and 493 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.
- #3,197 in Educational Services (4,024 peers)
Where Mckendree University Defined Contribution Retirement Plan sits by assets
Mckendree University Defined Contribution Retirement Plan sits in the top quartile of all filed plans by assets, $56M for 493 participants (~$113,000/participant), down 15.9% in 2022.
- #3,197
- in Educational Services (4,024 peers)
- -15.9%
- assets change YoY
- 0.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Mckendree University Defined Contribution Retirement Plan's outsized position by total assets
Mckendree University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$55,709,062 Top 11% higher than 89% 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
Mckendree University 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. Mckendree University Defined Contribution Retirement Plan sits mid-pack in the medium band (493 participants).
EBSA filing schedule strip
Filing strip 370661219 · Mckendree University PY 2022 · Other
Mckendree University Defined Contribution Retirement Plan · $56M · 493 · 89th
- IND $56M
- EOY 493
- 5500 89th
- ASSETS Other
- PCT near Milton Hospital Retirement Savings Plan
- EIN ind #3197
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 →
Mckendree University Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $66M |
|---|---|
| Net Assets (End of Year) | $56M |
| Net Income | -$11M |
| Employer EIN | 370661219 |
| Plan Effective Date | 1970-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mckendree University)
Sponsor-wide plan assets over time
All Mckendree University plans reported in each filing year
- Latest sponsor-wide plan assets
- $62M 12.167453115616988% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 493 | $56M |
| 2023 | 1 | 231 | $61M |
| 2024 | 1 | 239 | $62M |
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
Mckendree University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Milton Hospital Retirement Savings Plan in MA ($56M); by covered participants it is White Plains Hospital Center 403(b) Tax Deferred Annuity Plan in NY (493 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($56M here).
Similar participant headcount
Nearest other-state filings by covered participants (493 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.