Other · DOL Form 5500 · 2022

Newberry Library Retirement Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
90
Participants Small participant base
79th
Percentile by assets National rank
$251,324
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Newberry Library DC Retirement Plan · Sponsored by Newberry Library · Illinois · Information & Media

$23M in assets, 90 participants

Newberry Library's Newberry Library DC Retirement Plan reported $23M in total assets and 90 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #2,054 in Information & Media (2,911 peers)

Where Newberry Library DC Retirement Plan sits by assets

Newberry Library DC Retirement Plan sits in the top quartile of all filed plans by assets, $23M for 90 participants (~$251,324/participant), down 13.2% in 2022.

#2,054
in Information & Media (2,911 peers)
-13.2%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Newberry Library DC Retirement Plan's outsized position by total assets

Newberry Library DC Retirement Plan vs every filed plan by assets

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

$22,619,161 Top 21% higher than 79% 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

Newberry Library DC Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Newberry Library DC Retirement Plan is a small filing (90 participants) on this national headcount ladder.

DOL schedule card

Filing strip 362167814 · Newberry Library PY 2022 · Other

Newberry Library DC Retirement Plan · $23M · 90 · 79th

  • PHOTO $23M
  • PHOTO 90
  • PHOTO 79th
  • PHOTO Other
  • PHOTO near Project Hope Employees Retirement Plan
  • PHOTO ind #2054

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 Information & Media retirement plans → · Plans in Illinois →

Newberry Library DC Retirement Plan in the asset neighbourhood

Greenhills School Retirement PlanGreenhills School Retirement…$23MPresbyterian Senior Living 403(b) PlanPresbyterian Senior Living 4…$23MProject Hope Employees Retirement PlanProject Hope Employees Retir…$23MNewberry Library DC Retirement PlanNewberry Library DC Retireme…$23MAmerican Dental Education Association 403(b) Retirement Savings PlanAmerican Dental Education As…$23M
End-of-year total assets ($M) among Newberry Library DC Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$23M
Net Income-$3M
Employer EIN362167814
Plan Effective Date1972-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Newberry Library)

Sponsor-wide plan assets over time

All Newberry Library plans reported in each filing year

Latest sponsor-wide plan assets
$26M 15.334361871335547% vs 2022
2024 filing year
$22M$24M$26M$28M 202220232024 $22.6M $26.1M ▲ +15.3%
Year Plans Participants Total Assets
2022 1 90 $23M
2023 1 93 $24M
2024 1 92 $26M

Nearby Other Plans in Illinois

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

Newberry Library DC Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants Newberry Library DC Retirement Plan, Total assets ($B): 0.022619161 · Participants: 90Newberry Library DC 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
Newberry Library DC Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants
Compare Newberry Library DC Retirement Plan side-by-side with 3 peers →

Newberry Library DC Retirement Plan's out-of-state Other peers by assets and headcount

Outside Illinois, the nearest Other by assets is Project Hope Employees Retirement Plan in DC ($23M); by covered participants it is The College Preparatory School 403(b) Defined Contribution Plan in CA (90 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (90 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 Newberry Library DC Retirement Plan assets move in 2022? ▼
Newberry Library DC Retirement Plan pulled back noticeably - down 13.2% during 2022, from $26M to $23M. Reported net income was -$3M.
How have Newberry Library plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Newberry Library's sponsor-wide assets grew 15.3%, from $23M to $26M.
Where does Newberry Library DC Retirement Plan rank by assets among Form 5500 filers? ▼
Newberry Library DC Retirement Plan ranks in the 79th 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 Newberry Library DC Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Project Hope Employees Retirement Plan in DC ($23M, 142 participants).
Which Other plans cover a similar participant headcount to Newberry Library DC Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is The College Preparatory School 403(b) Defined Contribution Plan in CA (90 participants, $40M 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 362167814.

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.