Other · DOL Form 5500 · 2022

Lurie Children's Surgical Foundation, Inc. Retirement Plan

Data updated 2026-08-11

$95M
Total assets
121
Participants
92nd
Percentile by assets
$782,460
Avg per participant
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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.

  • 92nd percentile by assets (of 139,126 plans)
  • #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.

$95M
total plan assets (2022 EOY)
121
covered participants
92nd
percentile by assets (of 139,126 plans)
$782,460
avg assets per participant

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.

State
Industry

Participants vs Illinois filers

In Illinois, the average filing covers about 779 participants across 5,745 plans. Lurie Children's Surgical Foundation, Inc. Retirement Plan reports 121 participants - about 16% of that state average ($95M EOY assets).

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.)

$90M$95M$100M$105M$110M$115M 202220232024 $94.7M $109M â–˛ +15.4%
Total plan assets by year, all Lurie Children's Surgical Foundation, Inc. plans on file
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

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 Sur…Washington Universit…Northwestern Univers…The University of Ch…Northshore Universit…The University of Ch…
Lurie Children's Surgical Foundation, Inc. Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Lurie Children's Surgical Foundation, Inc. Retirement Plan by total assets, not by location.

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).

Next read for Lurie Children's Surgical Foundation, In…

Filing takeaways

Ways to act on Lurie Children's Surgical Foundation, Inc. Retirement Plan's numbers.