Other · DOL Form 5500 · 2022

Lake Forest Academy Retirement Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
128
Participants Small participant base
83rd
Percentile by assets National rank
$239,953
Avg per participant Above avg balance/head
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Official DOL plan name: Lake Forest Academy Defined Contribution Plan · Sponsored by Lake Forest Academy · Illinois · Educational Services

$31M in assets, 128 participants

Lake Forest Academy's Lake Forest Academy Defined Contribution Plan reported $31M in total assets and 128 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #2,780 in Educational Services (4,024 peers)

Coverage in Illinois

Lake Forest Academy Defined Contribution Plan covers 128 participants in Illinois, about 16% of the average Illinois filer (state average ~779 per filing). Assets: $31M.

#2,780
in Educational Services (4,024 peers)
-19.2%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lake Forest Academy Defined Contribution Plan's outsized position by total assets

Lake Forest Academy Defined Contribution Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$30,714,016 Top 17% higher than 83% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Lake Forest Academy Defined Contribution 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. Lake Forest Academy Defined Contribution Plan sits mid-pack in the medium band (128 participants).

Plan-year Form 5500 strip

Filing strip 362216167 · Lake Forest Academy PY 2022 · Other

Lake Forest Academy Defined Contribution Plan · $31M · 128 · 83rd

  • BOOK $31M
  • BOOK 128
  • BOOK 83rd
  • BOOK Other
  • BOOK near Garrison Forest School Tax Sheltered Annuity Savings Plan
  • BOOK ind #2780

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 →

Lake Forest Academy Defined Contribution Plan in the asset neighbourhood

Moravian Academy 403(b) DC PlanMoravian Academy 403(b) DC P…$31MThe Hamlin School Retirement PlanThe Hamlin School Retirement…$31MGarrison Forest School Tax Sheltered Annuity Savings PlanGarrison Forest School Tax S…$31MLake Forest Academy Defined Contribution PlanLake Forest Academy Defined …$31MCare Synergy 403(b) Plan$31M
End-of-year total assets ($M) among Lake Forest Academy Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$31M
Net Income-$7M
Employer EIN362216167
Plan Effective Date1956-06-07
Filing StatusFILING RECEIVED

Sponsor Plan History (Lake Forest Academy)

Sponsor-wide plan assets over time

All Lake Forest Academy plans reported in each filing year

Latest sponsor-wide plan assets
$44M 42.44943416061254% vs 2022
2024 filing year
$25M$30M$35M$40M$45M$50M 202220232024 $30.7M $43.8M ▲ +42.5%
Year Plans Participants Total Assets
2022 1 128 $31M
2023 1 125 $37M
2024 1 159 $44M

Nearby Other Plans in Illinois

Peer Other plans, same state, same plan type, ranked by total assets.

Lake Forest Academy Defined Contribution Plan vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants Lake Forest Academy Defined Contribution Plan, Total assets ($B): 0.030714016 · Participants: 128Lake Forest Academy Defined Contribution PlanWashington University Retirement Savings Plan, Total assets ($B): 5.876925706 · Participants: 15925Washington University Retirement Savings PlanNorthwestern University Retirement Plan, Total assets ($B): 3.513964211 · Participants: 9465Northwestern University Retirement PlanThe University of Chicago Contributory Retirement Plan, Total assets ($B): 3.053434537 · Participants: 4552The University of Chicago Contributory Retirement PlanNorthshore University Healthsystem Tax Deferred Annuity Plan, Total assets ($B): 1.75976664 · Participants: 13159Northshore University Healthsystem Tax Deferred Annuity PlanThe University of Chicago Supplemental Retirement Plan, Total assets ($B): 1.486612106 · Participants: 7855The University of Chicago Supplemental Retirement Plan
Lake Forest Academy Defined Contribution Plan vs. nearby Other plans in Illinois, assets vs. participants
Compare Lake Forest Academy Defined Contribution Plan side-by-side with 3 peers →

Lake Forest Academy Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside Illinois, the nearest Other by assets is Garrison Forest School Tax Sheltered Annuity Savings Plan in MD ($31M); by covered participants it is Apartment Life 403(b) Retirement Plan in TX (128 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($31M here).

Similar participant headcount

Nearest other-state filings by covered participants (128 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.

Frequently Asked Questions

How did Lake Forest Academy Defined Contribution Plan assets move in 2022? ▼
Lake Forest Academy Defined Contribution Plan declined sharply - down 19.2% during 2022, from $38M to $31M. Reported net income was -$7M.
How have Lake Forest Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lake Forest Academy's sponsor-wide assets grew 42.4%, from $31M to $44M.
Where does Lake Forest Academy Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Lake Forest Academy Defined Contribution Plan ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Lake Forest Academy Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is Garrison Forest School Tax Sheltered Annuity Savings Plan in MD ($31M, 202 participants).
Which Other plans cover a similar participant headcount to Lake Forest Academy Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is Apartment Life 403(b) Retirement Plan in TX (128 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 362216167.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.