Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

ROYAL NEIGHBORS OF AMERICA MERGED RETIREMENT PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

ROYAL NEIGHBORS OF AMERICA

This Defined Benefit (Pension) plan holds $68M in total assets and serves 25 participants as of 2022. It is sponsored by ROYAL NEIGHBORS OF AMERICA in Illinois. The plan reported a net loss of $22M for the year.

Total Assets (2023)
$68M
Participants
25
State
Industry
Finance & Insurance

What the Filing Says About ROYAL NEIGHBORS OF AMERICA MERGED RETIREMENT PLAN

ROYAL NEIGHBORS OF AMERICA MERGED RETIREMENT PLAN is a Defined Benefit (Pension) retirement plan sponsored by ROYAL NEIGHBORS OF AMERICA, headquartered in Illinois. As of the 2022 Form 5500 filing, the plan reports $68M in total end-of-year assets and covers 25 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 361711198, and the plan has been effective since 1949-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $90M at the beginning of 2022 to $68M at year-end — a decline of 24.9%. Net assets (after liabilities) closed the year at $68M, with reported net income of $-22,473,175 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$90M
Total Assets (End of Year)$68M
Net Assets (End of Year)$68M
Net Income$-22,473,175
Plan TypeDefined Benefit (Pension)
Employer EIN361711198
Plan Effective Date1949-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (ROYAL NEIGHBORS OF AMERICA)

Year Plans Participants Total Assets
2022 2 166 $92M
2023 2 168 $102M
2024 2 171 $108M

Nearby Defined Benefit (Pension) Plans in Illinois

Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the ROYAL NEIGHBORS OF AMERICA MERGED RETIREMENT PLAN?
As of the 2022 Form 5500 filing, ROYAL NEIGHBORS OF AMERICA MERGED RETIREMENT PLAN holds $68M in total assets with 25 participants. It is sponsored by ROYAL NEIGHBORS OF AMERICA.
What type of plan is ROYAL NEIGHBORS OF AMERICA MERGED RETIREMENT PLAN?
ROYAL NEIGHBORS OF AMERICA MERGED RETIREMENT PLAN is a Defined Benefit (Pension) plan. It has been effective since 1949-01-01. The plan is filed with the U.S. Department of Labor under EIN 361711198.
Who sponsors the ROYAL NEIGHBORS OF AMERICA MERGED RETIREMENT PLAN?
ROYAL NEIGHBORS OF AMERICA MERGED RETIREMENT PLAN is sponsored by ROYAL NEIGHBORS OF AMERICA, located in Illinois. The sponsor's EIN is 361711198 and the plan operates in the Finance & Insurance industry.
How did ROYAL NEIGHBORS OF AMERICA MERGED RETIREMENT PLAN perform in 2022?
ROYAL NEIGHBORS OF AMERICA MERGED RETIREMENT PLAN declined by 24.9% during 2022, moving from $90M to $68M in total assets. Net income was $-22,473,175.
Where can I find official filings for ROYAL NEIGHBORS OF AMERICA MERGED RETIREMENT PLAN?
Official Form 5500 filings for ROYAL NEIGHBORS OF AMERICA MERGED RETIREMENT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 361711198 or plan name at efast.dol.gov.
How does ROYAL NEIGHBORS OF AMERICA MERGED RETIREMENT PLAN compare to other plans?
You can compare ROYAL NEIGHBORS OF AMERICA MERGED RETIREMENT PLAN against other Defined Benefit (Pension) plans on the plan type page, or view plans in Illinois on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 361711198.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.