Other · DOL Form 5500 · 2022
Midwestern University Retirement Plan
Data updated 2026-08-06
- $374M
- Total assets
- 1,585
- Participants
- 97th
- Percentile by assets
- $236,115
- Avg per participant
Official DOL plan name: Midwestern University Retirement Plan · Sponsored by Midwestern University · Illinois · Educational Services
$374M in assets, 1,585 participants
Midwestern University's Midwestern University Retirement Plan reported $374M in total assets and 1,585 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 139,258 plans)
- #3,866 in Educational Services (4,025 peers)
Coverage in Illinois
Midwestern University Retirement Plan covers 1,585 participants in Illinois, 2.1x the typical Illinois plan (state average ~768 per filing). Assets: $374M.
- $374M
- total plan assets (2022 EOY)
- 1,585
- covered participants
- 97th
- percentile by assets (of 139,258 plans)
- $236,115
- avg assets per participant
The plan reported a net loss of $43M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Illinois filers
In Illinois, the average filing covers about 768 participants across 5,440 plans. Midwestern University Retirement Plan reports 1,585 participants - 2.1x that state average ($374M EOY assets).
Illinois filing particulars
| Total Assets (Beginning of Year) | $417M |
|---|---|
| Net Assets (End of Year) | $374M |
| Net Income | -$43M |
| Employer EIN | 363377698 |
| Plan Effective Date | 1962-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Midwestern University)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,585 | $374M |
| 2023 | 1 | 1,624 | $442M |
| 2024 | 1 | 1,636 | $508M |
Nearby Other Plans in Illinois
Peer Other plans, same state, same plan type, ranked by total assets.
Midwestern University Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Midwestern University Retirement Plan by total assets, not by location.
- Caromont Health, Inc. Retirement Savings Plan (NC) $375M · 4,211
- Noblis, Inc. Tax Sheltered Annuity Plan (VA) $374M · 2,108
- Penn State Health Tax Sheltered Annuity Program (PA) $373M · 16,787
- Cook Children's Health Care System Retirement Plan (TX) $376M · 7,398
Frequently Asked Questions
How did Midwestern University Retirement Plan assets move in 2022? ▼
How have Midwestern University plan assets changed over time? ▼
Where does Midwestern University Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Midwestern University Retirement Plan? ▼
Next read for Midwestern University Retirement Plan
Filing takeaways
Ways to act on Midwestern University Retirement Plan's numbers.
- By total assets, Midwestern University Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Illinois. Compare plans
- Midwestern University's sponsor-wide assets have grown 35.7% since 2022 across 3 plan years on file. More Educational Services plans