Other · DOL Form 5500 · 2022

Newberry Library Retirement Plan

Data updated 2026-08-11

$23M
Total assets
90
Participants
79th
Percentile by assets
$251,324
Avg per participant
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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.

  • 79th percentile by assets (of 139,126 plans)
  • #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.

$23M
total plan assets (2022 EOY)
90
covered participants
79th
percentile by assets (of 139,126 plans)
$251,324
avg assets per participant

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.

Where Newberry Library DC Retirement Plan sits 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 $2,010,000,000 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

State
Illinois
Industry
Information & Media

Newberry Library DC Retirement Plan vs the 2022 asset distribution

By assets, Newberry Library DC Retirement Plan outranks 79% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).

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)

$22M$24M$26M$28M 202220232024 $22.6M $26.1M ▲ +15.3%
Total plan assets by year, all Newberry Library plans on file
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 ($B) Participants Newberry Library DC …, Total assets ($B): 0.022619161 · Participants: 90Newberry Library DC …Washington Universit…, Total assets ($B): 5.876925706 · Participants: 15925Washington Universit…Northwestern Univers…, Total assets ($B): 3.513964211 · Participants: 9465Northwestern Univers…The University of Ch…, Total assets ($B): 3.053434537 · Participants: 4552The University of Ch…Northshore Universit…, Total assets ($B): 1.75976664 · Participants: 13159Northshore Universit…The University of Ch…, Total assets ($B): 1.486612106 · Participants: 7855The University of Ch…
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 →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Newberry Library DC Retirement Plan by total assets, not by location.

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).

Next read for Newberry Library DC Retirement Plan

Scale reading

Ways to act on Newberry Library DC Retirement Plan's numbers.

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.