Other · DOL Form 5500 · 2022
Sertoma Centre Inc. Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 271
- Participants Below avg headcount
- 50th
- Percentile by assets National rank
- $17,751
- Avg per participant Low balance/head
Official DOL plan name: Sertoma Centre Inc. Defined Contribution Plan · Sponsored by Sertoma Centre Inc. · Illinois · Educational Services
$5M in assets, 271 participants
Sertoma Centre Inc.'s Sertoma Centre Inc. Defined Contribution Plan reported $5M in total assets and 271 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.
- #1,397 in Educational Services (4,024 peers)
Coverage in Illinois
Sertoma Centre Inc. Defined Contribution Plan covers 271 participants in Illinois, about 35% of the average Illinois filer (state average ~779 per filing). Assets: $5M.
- #1,397
- in Educational Services (4,024 peers)
- -11.1%
- assets change YoY
The plan reported a net loss of $598K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sertoma Centre Inc. Defined Contribution Plan's mid-pack asset rank among Educational Services and all filers
Sertoma Centre Inc. Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,810,558 Top 50% higher than 50% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Sertoma Centre Inc. Defined Contribution 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. Sertoma Centre Inc. Defined Contribution Plan sits mid-pack in the medium band (271 participants).
Form 5500 schedule snapshot
Filing strip 362720586 · Sertoma Centre Inc. PY 2022 · Other
Sertoma Centre Inc. Defined Contribution Plan · $5M · 271 · 50th
- TYPE $5M
- TYPE 271
- TYPE 50th
- TYPE Other
- TYPE near Hoffmann Hospice 403(b) Plan
- TYPE ind #1397
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 →
Sertoma Centre Inc. Defined Contribution Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$598K |
| Employer EIN | 362720586 |
| Plan Effective Date | 2013-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sertoma Centre Inc.)
Sponsor-wide plan assets over time
All Sertoma Centre Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 271 | $5M |
| 2023 | 1 | 290 | $6M |
| 2024 | 1 | 142 | N/A |
Nearby Other Plans in Illinois
Peer Other plans, same state, same plan type, ranked by total assets.
- Washington University Retirement Savings Plan $5.9B · 15,925
- Northwestern University Retirement Plan $3.5B · 9,465
- The University of Chicago Contributory Retirement Plan $3.1B · 4,552
- Northshore University Healthsystem Tax Deferred Annuity Plan $1.8B · 13,159
- The University of Chicago Supplemental Retirement Plan $1.5B · 7,855
Sertoma Centre Inc. Defined Contribution Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Hoffmann Hospice 403(b) Plan in CA ($5M); by covered participants it is Dallas Retirement Village 403(b) Retirement Plan in OR (271 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (271 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.