Other · DOL Form 5500 · 2022

Lurie Children's Surgical Foundation, Inc. Retirement Plan

Data updated 2026-08-25

$95M
Total assets Below avg plan size
121
Participants Small participant base
92nd
Percentile by assets National rank
$782,460
Avg per participant High balance/head
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Official DOL plan name: Lurie Children's Surgical Foundation, Inc. Retirement Plan · Sponsored by Lurie Children's Surgical Foundation, Inc. · Illinois · Other Services

$95M in assets, 121 participants

Lurie Children's Surgical Foundation, Inc.'s Lurie Children's Surgical Foundation, Inc. Retirement Plan reported $95M in total assets and 121 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #8,168 in Other Services (8,398 peers)

Coverage in Illinois

Lurie Children's Surgical Foundation, Inc. Retirement Plan covers 121 participants in Illinois, about 16% of the average Illinois filer (state average ~779 per filing). Assets: $95M.

#8,168
in Other Services (8,398 peers)
-14.0%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lurie Children's Surgical Foundation, Inc. Retirement Plan's outsized position by total assets

Lurie Children's Surgical Foundation, Inc. Retirement Plan vs every filed plan by assets

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

$94,677,619 Top 8% higher than 92% 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

Lurie Children's Surgical Foundation, Inc. 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. Lurie Children's Surgical Foundation, Inc. Retirement Plan sits mid-pack in the medium band (121 participants).

Plan-year Form 5500 strip

Filing strip 831650513 · Lurie Children's Surgical Foundation, Inc. PY 2022 · Other

Lurie Children's Surgical Foundation, Inc. Retirement Plan · $95M · 121 · 92nd

  • 5500 $95M
  • ASSETS 121
  • PCT 92nd
  • EIN Other
  • RANK near Pediatric Academic Association, Inc. 403(b) Tax-Sheltered Annuity Plan
  • PHOTO ind #8168

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 Other Services retirement plans → · Plans in Illinois →

Lurie Children's Surgical Foundation, Inc. Retirement Plan in the asset neighbourhood

Point Park University Defined Contribution Retirement PlanPoint Park University Define…$95MDesales University Retirement PlanDesales University Retiremen…$95MEmmanuel College Defined Contribution PlanEmmanuel College Defined Con…$95MLurie Children's Surgical Foundation, Inc. Retirement PlanLurie Children's Surgical Fo…$95MPediatric Academic Association, Inc. 403(b) Tax-Sheltered Annuity PlanPediatric Academic Associati…$95M
End-of-year total assets ($M) among Lurie Children's Surgical Foundation, Inc. Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$110M
Net Assets (End of Year)$95M
Net Income-$15M
Employer EIN831650513
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lurie Children's Surgical Foundation, Inc.)

Sponsor-wide plan assets over time

All Lurie Children's Surgical Foundation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$109M 15.424310575448672% vs 2022
2024 filing year
$90M$95M$100M$105M$110M$115M 202220232024 $94.7M $109M ▲ +15.4%
Year Plans Participants Total Assets
2022 1 121 $95M
2023 1 128 $97M
2024 2 190 $109M

Nearby Other Plans in Illinois

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

Lurie Children's Surgical Foundation, Inc. Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants Lurie Children's Surgical Foundation, Inc. Retirement Plan, Total assets ($B): 0.094677619 · Participants: 121Lurie Children's Surgical Foundation, Inc. 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
Lurie Children's Surgical Foundation, Inc. Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants
Compare Lurie Children's Surgical Foundation, Inc. Retirement Plan side-by-side with 3 peers →

Lurie Children's Surgical Foundation, Inc. Retirement Plan's out-of-state Other peers by assets and headcount

Outside Illinois, the nearest Other by assets is Pediatric Academic Association, Inc. 403(b) Tax-Sheltered Annuity Plan in OH ($95M); by covered participants it is Pomona Community Health Center 403(b) Plan in CA (121 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (121 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 Lurie Children's Surgical Foundation, Inc. Retirement Plan assets move in 2022? ▼
Lurie Children's Surgical Foundation, Inc. Retirement Plan pulled back noticeably - down 14.0% during 2022, from $110M to $95M. Reported net income was -$15M.
How have Lurie Children's Surgical Foundation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lurie Children's Surgical Foundation, Inc.'s sponsor-wide assets grew 15.4%, from $95M to $109M.
Where does Lurie Children's Surgical Foundation, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Lurie Children's Surgical Foundation, Inc. Retirement Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Lurie Children's Surgical Foundation, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Pediatric Academic Association, Inc. 403(b) Tax-Sheltered Annuity Plan in OH ($95M, 388 participants).
Which Other plans cover a similar participant headcount to Lurie Children's Surgical Foundation, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Pomona Community Health Center 403(b) Plan in CA (121 participants, $3M 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 831650513.

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.