Other · DOL Form 5500 · 2022

Rockford University Retirement Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
252
Participants Below avg headcount
84th
Percentile by assets National rank
$129,267
Avg per participant Near avg balance/head
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Official DOL plan name: Rockford University Retirement Savings Plan · Sponsored by Rockford University · Illinois · Educational Services

$33M in assets, 252 participants

Rockford University's Rockford University Retirement Savings Plan reported $33M in total assets and 252 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #2,828 in Educational Services (4,024 peers)

Coverage in Illinois

Rockford University Retirement Savings Plan covers 252 participants in Illinois, about 32% of the average Illinois filer (state average ~779 per filing). Assets: $33M.

#2,828
in Educational Services (4,024 peers)
-20.1%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rockford University Retirement Savings Plan's outsized position by total assets

Rockford University Retirement Savings Plan vs every filed plan by assets

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

$32,575,254 Top 16% higher than 84% 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

Rockford University Retirement Savings 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. Rockford University Retirement Savings Plan sits mid-pack in the medium band (252 participants).

EBSA filing schedule strip

Filing strip 362167842 · Rockford University PY 2022 · Other

Rockford University Retirement Savings Plan · $33M · 252 · 84th

  • BOOK $33M
  • VS-ST 252
  • BOY 84th
  • SCH Other
  • EBSA near University of Massachusetts Global 403(b) Defined Contribution Retirement Plan
  • PART ind #2828

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 →

Rockford University Retirement Savings Plan in the asset neighbourhood

Great Plains Health Alliance Tax Deferred Annuity PlanGreat Plains Health Alliance…$33MMountain Park Health Center Retirement PlanMountain Park Health Center …$33MRockford University Retirement Savings PlanRockford University Retireme…$33MUniversity of Massachusetts Global 403(b) Defined Contribution Retirement PlanUniversity of Massachusetts …$33MUniversity Corporation for Advanced Internet Devel Defined Contribution Retirement PlanUniversity Corporation for A…$33M
End-of-year total assets ($M) among Rockford University Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$33M
Net Income-$8M
Employer EIN362167842
Plan Effective Date1940-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rockford University)

Sponsor-wide plan assets over time

All Rockford University plans reported in each filing year

Latest sponsor-wide plan assets
$37M 14.799973624150406% vs 2022
2024 filing year
$32M$34M$36M$38M 202220232024 $32.6M $37.4M ▲ +14.8%
Year Plans Participants Total Assets
2022 1 252 $33M
2023 1 241 $35M
2024 1 271 $37M

Nearby Other Plans in Illinois

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

Rockford University Retirement Savings Plan vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants Rockford University Retirement Savings Plan, Total assets ($B): 0.032575254 · Participants: 252Rockford University Retirement 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
Rockford University Retirement Savings Plan vs. nearby Other plans in Illinois, assets vs. participants
Compare Rockford University Retirement Savings Plan side-by-side with 3 peers →

Rockford University Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside Illinois, the nearest Other by assets is University of Massachusetts Global 403(b) Defined Contribution Retirement Plan in CA ($33M); by covered participants it is Morehouse College Tax Deferred Annuity Plan in GA (252 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (252 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 Rockford University Retirement Savings Plan assets move in 2022? ▼
Rockford University Retirement Savings Plan declined sharply - down 20.1% during 2022, from $41M to $33M. Reported net income was -$8M.
How have Rockford University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rockford University's sponsor-wide assets grew 14.8%, from $33M to $37M.
Where does Rockford University Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Rockford University Retirement Savings Plan ranks in the 84th 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 Rockford University Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is University of Massachusetts Global 403(b) Defined Contribution Retirement Plan in CA ($33M, 884 participants).
Which Other plans cover a similar participant headcount to Rockford University Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Morehouse College Tax Deferred Annuity Plan in GA (252 participants, $14M 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 362167842.

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.