Other · DOL Form 5500 · 2022
Northwestern University Settlement Association Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 166
- Participants Small participant base
- 55th
- Percentile by assets National rank
- $36,763
- Avg per participant Low balance/head
Official DOL plan name: 401(k) Profit-Sharing Plan for Employees of Northwestern University Settlement Association · Sponsored by Northwestern University Settlement Association · Illinois · Educational Services
$6M in assets, 166 participants
Northwestern University Settlement Association's 401(k) Profit-Sharing Plan for Employees of Northwestern University Settlement Association reported $6M in total assets and 166 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.
- #1,555 in Educational Services (4,024 peers)
Coverage in Illinois
401(k) Profit-Sharing Plan for Employees of Northwestern University Settlement Association covers 166 participants in Illinois, about 21% of the average Illinois filer (state average ~779 per filing). Assets: $6M.
- #1,555
- in Educational Services (4,024 peers)
- -10.0%
- assets change YoY
The plan reported a net loss of $677K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
401(k) Profit-Sharing Plan for Employees of Northwestern University Settlement Association's mid-pack asset rank among Educational Services and all filers
401(k) Profit-Sharing Plan for Employees of Northwestern University Settlement Association vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,102,688 Top 45% higher than 55% 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
401(k) Profit-Sharing Plan for Employees of Northwestern University Settlement Association 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. 401(k) Profit-Sharing Plan for Employees of Northwestern University Settlement Association sits mid-pack in the medium band (166 participants).
Published 5500 schedule card
Filing strip 362167818 · Northwestern University Settlement Association PY 2022 · Other
401(k) Profit-Sharing Plan for Employees of Northwestern University Settlement Association · $6M · 166 · 55th
- EOY $6M
- EOY 166
- EOY 55th
- EOY Other
- EOY near Woodfords Family Services 403b Plan
- EOY ind #1555
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 →
401(k) Profit-Sharing Plan for Employees of Northwestern University Settlement Association in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$677K |
| Employer EIN | 362167818 |
| Plan Effective Date | 2009-08-03 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Northwestern University Settlement Association)
Sponsor-wide plan assets over time
All Northwestern University Settlement Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 0.850854574246627% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 166 | $6M |
| 2023 | 1 | 182 | $7M |
| 2024 | 1 | 198 | $6M |
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
401(k) Profit-Sharing Plan for Employees of Northwestern University Settlement Association's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Woodfords Family Services 403b Plan in ME ($6M); by covered participants it is Canterbury School Section 403(b) Plan in CT (166 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (166 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.