Other · DOL Form 5500 · 2022
Northshore University Healthsystem Retirement Plan
Data updated 2026-08-25
- $1.8B
- Total assets Very large vs avg
- 13,159
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $133,731
- Avg per participant Near avg balance/head
Official DOL plan name: Northshore University Healthsystem Tax Deferred Annuity Plan · Sponsored by Northshore University Healthsystem · Illinois · Healthcare & Social Assistance
$1.8B in assets, 13,159 participants
Northshore University Healthsystem's Northshore University Healthsystem Tax Deferred Annuity Plan reported $1.8B in total assets and 13,159 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #19,969 in Healthcare & Social Assistance (20,060 peers)
Coverage in Illinois
Northshore University Healthsystem Tax Deferred Annuity Plan covers 13,159 participants in Illinois, 17x the typical Illinois plan (state average ~779 per filing). Assets: $1.8B.
- #19,969
- in Healthcare & Social Assistance (20,060 peers)
- -15.2%
- assets change YoY
- 18×
- vs typical plan assets (national mean)
The plan reported a net loss of $315M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Northshore University Healthsystem Tax Deferred Annuity Plan's outsized position by total assets
Northshore University Healthsystem Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,759,766,640 Top 1% higher than 99% 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
Northshore University Healthsystem Tax Deferred Annuity Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Northshore University Healthsystem Tax Deferred Annuity Plan is a mega filing (13,159 participants), the rightmost band on the breakdown.
Published 5500 schedule card
Filing strip 362167060 · Northshore University Healthsystem PY 2022 · Other
Northshore University Healthsystem Tax Deferred Annuity Plan · $1.8B · 13,159 · 99th
- EBSA $1.8B
- PART 13,159
- TYPE 99th
- NET Other
- BOOK near The Children's Hospital of Philadelphia Retirement Savings Plan
- VS-ST ind #19969
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 →
Northshore University Healthsystem Tax Deferred Annuity Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $2.1B |
|---|---|
| Net Assets (End of Year) | $1.8B |
| Net Income | -$315M |
| Employer EIN | 362167060 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Northshore University Healthsystem)
Sponsor-wide plan assets over time
All Northshore University Healthsystem plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.1B 3.469632951949232% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 21,729 | $2.2B |
| 2023 | 4 | 21,734 | $2.2B |
| 2024 | 2 | 14,846 | $2.1B |
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
- The University of Chicago Supplemental Retirement Plan $1.5B · 7,855
- Argonne National Laboratory 403(b) Employee Retirement Plan $1.4B · 3,664
Scale composition for Northshore University Healthsystem Tax Deferred Annuity Plan
Northshore University Healthsystem Tax Deferred Annuity Plan reports $1.8B in end-of-year assets across 13,159 participants (0.014% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.014% of 93,925,755 covered participants) - about $133,731 per participant (97% of the national average assets-per-participant) . Net income for plan year 2022 was -$315M.
This plan identity (EIN 362167060, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.8B to $2.1B (+18.6%) while covered participants moved from 13,159 to 13,718 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 13,159 | $1.8B | This page |
| 2023 | 13,705 | $2.0B | Open filing |
| 2024 · index core | 13,718 | $2.1B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees (Other, $2.1B, 13,718 participants)
Northshore University Healthsystem Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is The Children's Hospital of Philadelphia Retirement Savings Plan in PA ($1.8B); by covered participants it is Christiana Care 403(b) Plan in DE (13,222 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.8B here).
- The Children's Hospital of Philadelphia Retirement Savings Plan (PA) $1.8B · 15,989
- University Hospitals Health System 403(b) Matched Retirement Savings Plan (OH) $1.7B · 23,582
- Mainehealth 403(b) Retirement Plan (ME) $1.8B · 21,547
- Faculty and Key Administrative Employee's Retirement Plan a (OH) $1.8B · 1,780
Similar participant headcount
Nearest other-state filings by covered participants (13,159 participants); asset peers above are excluded.
- Christiana Care 403(b) Plan (DE) 13,222 · 63 off
- The University of Pennsylvania Matching Plan (PA) 13,262 · 103 off
- The Moses H. Cone Memorial Hospital Voluntary Savings Plan (NC) 13,292 · 133 off
- Georgetown University Voluntary Contribution Retirement Plan (DC) 13,020 · 139 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.