Other · DOL Form 5500 · 2022

National Louis University Retirement Plan

Data updated 2026-08-25

$118M
Total assets Near avg plan size
559
Participants Below avg headcount
94th
Percentile by assets National rank
$210,580
Avg per participant Above avg balance/head
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Official DOL plan name: National Louis University Retirement Plan · Sponsored by National Louis University · Illinois · Educational Services

$118M in assets, 559 participants

National Louis University's National Louis University Retirement Plan reported $118M in total assets and 559 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #3,569 in Educational Services (4,024 peers)

Where National Louis University Retirement Plan sits by assets

National Louis University Retirement Plan sits in the top 10% of all filed plans by assets, $118M for 559 participants (~$210,580/participant), down 14.5% in 2022.

#3,569
in Educational Services (4,024 peers)
-14.5%
assets change YoY
1.2×
vs typical plan assets (national mean)

The plan reported a net loss of $20M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

National Louis University Retirement Plan's outsized position by total assets

National Louis University Retirement Plan vs every filed plan by assets

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

$117,714,118 Top 6% higher than 94% 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

National Louis University 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. National Louis University Retirement Plan sits mid-pack in the medium band (559 participants).

Form 5500 schedule snapshot

Filing strip 362167804 · National Louis University PY 2022 · Other

National Louis University Retirement Plan · $118M · 559 · 94th

  • IND $118M
  • IND 559
  • IND 94th
  • IND Other
  • IND near Linfield University Defined Contribution Retirement Plan
  • IND ind #3569

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 Educational Services retirement plans → · Plans in Illinois →

National Louis University Retirement Plan in the asset neighbourhood

Oneblood 403(b) Retirement PlanOneblood 403(b) Retirement P…$118MNational Louis University Retirement PlanNational Louis University Re…$118MLinfield University Defined Contribution Retirement PlanLinfield University Defined …$118MIthaka Harbors, Inc. 403(b) Retirement PlanIthaka Harbors, Inc. 403(b) …$118MBarry University Defined Contribution PlanBarry University Defined Con…$117M
End-of-year total assets ($M) among National Louis University Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$138M
Net Assets (End of Year)$118M
Net Income-$20M
Employer EIN362167804
Plan Effective Date1960-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National Louis University)

Sponsor-wide plan assets over time

All National Louis University plans reported in each filing year

Latest sponsor-wide plan assets
$144M 22.47046356835465% vs 2022
2024 filing year
$110M$120M$130M$140M$150M 202220232024 $118M $144M ▲ +22.5%
Year Plans Participants Total Assets
2022 1 559 $118M
2023 1 586 $130M
2024 1 605 $144M

Nearby Other Plans in Illinois

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

National Louis University Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants National Louis University Retirement Plan, Total assets ($B): 0.117714118 · Participants: 559National Louis University 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
National Louis University Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants
Compare National Louis University Retirement Plan side-by-side with 3 peers →

National Louis University Retirement Plan's out-of-state Other peers by assets and headcount

Outside Illinois, the nearest Other by assets is Linfield University Defined Contribution Retirement Plan in OR ($118M); by covered participants it is Eau Claire Cooperative Center 403(b) Retirement Plan and Trust in SC (559 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($118M here).

Similar participant headcount

Nearest other-state filings by covered participants (559 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 National Louis University Retirement Plan assets move in 2022? ▼
National Louis University Retirement Plan pulled back noticeably - down 14.5% during 2022, from $138M to $118M. Reported net income was -$20M.
How have National Louis University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Louis University's sponsor-wide assets grew 22.5%, from $118M to $144M.
Where does National Louis University Retirement Plan rank by assets among Form 5500 filers? ▼
National Louis University Retirement Plan ranks in the 94th 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 National Louis University Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Linfield University Defined Contribution Retirement Plan in OR ($118M, 501 participants).
Which Other plans cover a similar participant headcount to National Louis University Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Eau Claire Cooperative Center 403(b) Retirement Plan and Trust in SC (559 participants, $7M 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 362167804.

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.