Other · DOL Form 5500 · 2022

The Thresholds Retirement Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
1,060
Participants Near avg headcount
83rd
Percentile by assets National rank
$29,844
Avg per participant Low balance/head
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Official DOL plan name: The Thesholds and Affiliates Tax Sheltered Annuity and Savings Plan · Sponsored by The Thresholds · Illinois · Healthcare & Social Assistance

$32M in assets, 1,060 participants

The Thresholds's The Thesholds and Affiliates Tax Sheltered Annuity and Savings Plan reported $32M in total assets and 1,060 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #17,259 in Healthcare & Social Assistance (20,060 peers)

Where The Thesholds and Affiliates Tax Sheltered Annuity and Savings Plan sits by assets

The Thesholds and Affiliates Tax Sheltered Annuity and Savings Plan sits in the top quartile of all filed plans by assets, $32M for 1,060 participants (~$29,844/participant), down 12.0% in 2022.

#17,259
in Healthcare & Social Assistance (20,060 peers)
-12.0%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Thesholds and Affiliates Tax Sheltered Annuity and Savings Plan's outsized position by total assets

The Thesholds and Affiliates Tax Sheltered Annuity and Savings Plan vs every filed plan by assets

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

$31,634,380 Top 17% higher than 83% 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

The Thesholds and Affiliates Tax Sheltered Annuity and Savings Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Thesholds and Affiliates Tax Sheltered Annuity and Savings Plan lands in the large band (1,060 participants).

DOL schedule card

Filing strip 362518901 · The Thresholds PY 2022 · Other

The Thesholds and Affiliates Tax Sheltered Annuity and Savings Plan · $32M · 1,060 · 83rd

  • IND $32M
  • EOY 1,060
  • 5500 83rd
  • ASSETS Other
  • PCT near National Bureau of Economic Research, Inc. Tax-Deferred Annuity Plan
  • EIN ind #17259

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 Healthcare & Social Assistance retirement plans → · Plans in Illinois →

The Thesholds and Affiliates Tax Sheltered Annuity and Savings Plan in the asset neighbourhood

Avila University DC Retirement PlanAvila University DC Retireme…$32MNational Bureau of Economic Research, Inc. Tax-Deferred Annuity PlanNational Bureau of Economic …$32MThe Thesholds and Affiliates Tax Sheltered Annuity and Savings PlanThe Thesholds and Affiliates…$32MNational Institute of Aerospace Associates Defined Contribution and Tda PlanNational Institute of Aerosp…$32MRippowam Cisqua School 403(b) PlanRippowam Cisqua School 403(b…$32M
End-of-year total assets ($M) among The Thesholds and Affiliates Tax Sheltered Annuity and Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$32M
Net Income-$4M
Employer EIN362518901
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Thresholds)

Sponsor-wide plan assets over time

All The Thresholds plans reported in each filing year

Latest sponsor-wide plan assets
$46M 26.444728769841646% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $36.2M $45.8M ▲ +26.4%
Year Plans Participants Total Assets
2022 2 1,959 $36M
2023 2 1,896 $40M
2024 2 1,262 $46M

Nearby Other Plans in Illinois

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

The Thesholds and Affiliates Tax Sheltered Annuity and Savings Plan vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 -202468 Total assets ($B) Participants The Thesholds and Affiliates Tax Sheltered Annuity and Savings Plan, Total assets ($B): 0.03163438 · Participants: 1060The Thesholds and Affiliates Tax Sheltered Annuity and Savings 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
The Thesholds and Affiliates Tax Sheltered Annuity and Savings Plan vs. nearby Other plans in Illinois, assets vs. participants
Compare The Thesholds and Affiliates Tax Sheltered Annuity and Savings Plan side-by-side with 3 peers →

The Thesholds and Affiliates Tax Sheltered Annuity and Savings Plan's out-of-state Other peers by assets and headcount

Outside Illinois, the nearest Other by assets is National Bureau of Economic Research, Inc. Tax-Deferred Annuity Plan in MA ($32M); by covered participants it is Retirement Plan of Rome Memorial Hospital, Inc. in NY (1,064 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,060 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 The Thesholds and Affiliates Tax Sheltered Annuity and Savings Plan assets move in 2022? ▼
The Thesholds and Affiliates Tax Sheltered Annuity and Savings Plan pulled back noticeably - down 12.0% during 2022, from $36M to $32M. Reported net income was -$4M.
How have The Thresholds plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Thresholds's sponsor-wide assets grew 26.4%, from $36M to $46M.
Where does The Thesholds and Affiliates Tax Sheltered Annuity and Savings Plan rank by assets among Form 5500 filers? ▼
The Thesholds and Affiliates Tax Sheltered Annuity and Savings Plan ranks in the 83rd 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 The Thesholds and Affiliates Tax Sheltered Annuity and Savings Plan? ▼
Among Other plans in other states, the closest by assets is National Bureau of Economic Research, Inc. Tax-Deferred Annuity Plan in MA ($32M, 90 participants).
Which Other plans cover a similar participant headcount to The Thesholds and Affiliates Tax Sheltered Annuity and Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Retirement Plan of Rome Memorial Hospital, Inc. in NY (1,064 participants, $42M 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 362518901.

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.