Other · DOL Form 5500 · 2022

Society of Actuaries Research Institute Retirement Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
136
Participants Small participant base
89th
Percentile by assets National rank
$405,612
Avg per participant High balance/head
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Official DOL plan name: Society of Actuaries Research Institute 403(b) Retirement Plan · Sponsored by Society of Actuaries Research Institute · Illinois · Educational Services

$55M in assets, 136 participants

Society of Actuaries Research Institute's Society of Actuaries Research Institute 403(b) Retirement Plan reported $55M in total assets and 136 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.

  • #3,190 in Educational Services (4,024 peers)

Coverage in Illinois

Society of Actuaries Research Institute 403(b) Retirement Plan covers 136 participants in Illinois, about 17% of the average Illinois filer (state average ~779 per filing). Assets: $55M.

#3,190
in Educational Services (4,024 peers)
-14.1%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Society of Actuaries Research Institute 403(b) Retirement Plan's outsized position by total assets

Society of Actuaries Research Institute 403(b) Retirement Plan vs every filed plan by assets

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

$55,163,199 Top 11% higher than 89% 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

Society of Actuaries Research Institute 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. Society of Actuaries Research Institute 403(b) Retirement Plan sits mid-pack in the medium band (136 participants).

Plan-year Form 5500 strip

Filing strip 362136422 · Society of Actuaries Research Institute PY 2022 · Other

Society of Actuaries Research Institute 403(b) Retirement Plan · $55M · 136 · 89th

  • IND $55M
  • IND 136
  • IND 89th
  • IND Other
  • IND near Husson University Section 403(b) Retirement Plan
  • IND ind #3190

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 →

Society of Actuaries Research Institute 403(b) Retirement Plan in the asset neighbourhood

Pine Crest Preparatory School, Inc. 403(b) PlanPine Crest Preparatory Schoo…$55MSociety of Actuaries Research Institute 403(b) Retirement PlanSociety of Actuaries Researc…$55MHusson University Section 403(b) Retirement PlanHusson University Section 40…$55MSaint David's School Retirement PlanSaint David's School Retirem…$55MBrooks School DC Retirement PlanBrooks School DC Retirement …$55M
End-of-year total assets ($M) among Society of Actuaries Research Institute 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$55M
Net Income-$9M
Employer EIN362136422
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Society of Actuaries Research Institute)

Sponsor-wide plan assets over time

All Society of Actuaries Research Institute plans reported in each filing year

Latest sponsor-wide plan assets
$67M 21.800653729309644% vs 2022
2024 filing year
$50M$55M$60M$65M$70M 202220232024 $55.2M $67.2M ▲ +21.8%
Year Plans Participants Total Assets
2022 1 136 $55M
2023 1 172 $59M
2024 1 163 $67M

Nearby Other Plans in Illinois

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

Society of Actuaries Research Institute 403(b) Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants Society of Actuaries Research Institute 403(b) Retirement Plan, Total assets ($B): 0.055163199 · Participants: 136Society of Actuaries Research Institute 403(b) Retirement 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
Society of Actuaries Research Institute 403(b) Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants
Compare Society of Actuaries Research Institute 403(b) Retirement Plan side-by-side with 3 peers →

Society of Actuaries Research Institute 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Illinois, the nearest Other by assets is Husson University Section 403(b) Retirement Plan in ME ($55M); by covered participants it is The Field School, Inc. 403(b) DC Plan in DC (136 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (136 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 Society of Actuaries Research Institute 403(b) Retirement Plan assets move in 2022? ▼
Society of Actuaries Research Institute 403(b) Retirement Plan pulled back noticeably - down 14.1% during 2022, from $64M to $55M. Reported net income was -$9M.
How have Society of Actuaries Research Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Society of Actuaries Research Institute's sponsor-wide assets grew 21.8%, from $55M to $67M.
Where does Society of Actuaries Research Institute 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Society of Actuaries Research Institute 403(b) Retirement Plan ranks in the 89th 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 Society of Actuaries Research Institute 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Husson University Section 403(b) Retirement Plan in ME ($55M, 913 participants).
Which Other plans cover a similar participant headcount to Society of Actuaries Research Institute 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is The Field School, Inc. 403(b) DC Plan in DC (136 participants, $16M 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 362136422.

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.