Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF NORTHWESTERN UNIVERSITY SETTLEMENT ASSOCIATION

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

NORTHWESTERN UNIVERSITY SETTLEMENT ASSOCIATION

This Profit Sharing plan holds $6M in total assets and serves 166 participants as of 2022. It is sponsored by NORTHWESTERN UNIVERSITY SETTLEMENT ASSOCIATION in Illinois. The plan reported a net loss of $677K for the year.

Total Assets (2023)
$6M
Participants
166
State
Industry
Educational Services

What the Filing Says About 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF NORTHWESTERN UNIVERSITY SETTLEMENT ASSOCIATION

401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF NORTHWESTERN UNIVERSITY SETTLEMENT ASSOCIATION is a Profit Sharing retirement plan sponsored by NORTHWESTERN UNIVERSITY SETTLEMENT ASSOCIATION, headquartered in Illinois. As of the 2022 Form 5500 filing, the plan reports $6M in total end-of-year assets and covers 166 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 362167818, and the plan has been effective since 2009-08-03. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $7M at the beginning of 2022 to $6M at year-end — a decline of 10.0%. Net assets (after liabilities) closed the year at $6M, with reported net income of $-677,360 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$7M
Total Assets (End of Year)$6M
Net Assets (End of Year)$6M
Net Income$-677,360
Plan TypeProfit Sharing
Employer EIN362167818
Plan Effective Date2009-08-03
Filing StatusFILING RECEIVED

Sponsor Plan History (NORTHWESTERN UNIVERSITY SETTLEMENT ASSOCIATION)

Year Plans Participants Total Assets
2022 1 166 $6M
2023 1 182 $7M
2024 1 198 $6M

Nearby Profit Sharing Plans in Illinois

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF NORTHWESTERN UNIVERSITY SETTLEMENT ASSOCIATION?
As of the 2022 Form 5500 filing, 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF NORTHWESTERN UNIVERSITY SETTLEMENT ASSOCIATION holds $6M in total assets with 166 participants. It is sponsored by NORTHWESTERN UNIVERSITY SETTLEMENT ASSOCIATION.
What type of plan is 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF NORTHWESTERN UNIVERSITY SETTLEMENT ASSOCIATION?
401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF NORTHWESTERN UNIVERSITY SETTLEMENT ASSOCIATION is a Profit Sharing plan. It has been effective since 2009-08-03. The plan is filed with the U.S. Department of Labor under EIN 362167818.
Who sponsors the 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF NORTHWESTERN UNIVERSITY SETTLEMENT ASSOCIATION?
401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF NORTHWESTERN UNIVERSITY SETTLEMENT ASSOCIATION is sponsored by NORTHWESTERN UNIVERSITY SETTLEMENT ASSOCIATION, located in Illinois. The sponsor's EIN is 362167818 and the plan operates in the Educational Services industry.
How did 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF NORTHWESTERN UNIVERSITY SETTLEMENT ASSOCIATION perform in 2022?
401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF NORTHWESTERN UNIVERSITY SETTLEMENT ASSOCIATION declined by 10.0% during 2022, moving from $7M to $6M in total assets. Net income was $-677,360.
Where can I find official filings for 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF NORTHWESTERN UNIVERSITY SETTLEMENT ASSOCIATION?
Official Form 5500 filings for 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF NORTHWESTERN UNIVERSITY SETTLEMENT ASSOCIATION are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 362167818 or plan name at efast.dol.gov.
How does 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF NORTHWESTERN UNIVERSITY SETTLEMENT ASSOCIATION compare to other plans?
You can compare 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF NORTHWESTERN UNIVERSITY SETTLEMENT ASSOCIATION against other Profit Sharing plans on the plan type page, or view plans in Illinois on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 362167818.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.