Other · DOL Form 5500 · 2022

Midwestern University Retirement Plan

Data updated 2026-08-25

$374M
Total assets Above avg plan size
1,585
Participants Near avg headcount
97th
Percentile by assets National rank
$236,115
Avg per participant Above avg balance/head
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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.

  • #3,865 in Educational Services (4,024 peers)

Coverage in Illinois

Midwestern University Retirement Plan covers 1,585 participants in Illinois, 2.0x the typical Illinois plan (state average ~779 per filing). Assets: $374M.

#3,865
in Educational Services (4,024 peers)
-10.3%
assets change YoY
3.8×
vs typical plan assets (national mean)

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.

Midwestern University Retirement Plan's outsized position by total assets

Midwestern University Retirement Plan vs every filed plan by assets

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

$374,242,558 Top 3% higher than 97% 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

Midwestern University Retirement 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. Midwestern University Retirement Plan lands in the large band (1,585 participants).

Plan-year Form 5500 strip

Filing strip 363377698 · Midwestern University PY 2022 · Other

Midwestern University Retirement Plan · $374M · 1,585 · 97th

  • RANK $374M
  • PHOTO 1,585
  • IND 97th
  • EOY Other
  • 5500 near Caromont Health, Inc. Retirement Savings Plan
  • ASSETS ind #3865

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 →

Midwestern University Retirement Plan in the asset neighbourhood

Cook Children's Health Care System Retirement PlanCook Children's Health Care …$376MCaromont Health, Inc. Retirement Savings PlanCaromont Health, Inc. Retire…$375MMidwestern University Retirement PlanMidwestern University Retire…$374MNoblis, Inc. Tax Sheltered Annuity PlanNoblis, Inc. Tax Sheltered A…$374MPenn State Health Tax Sheltered Annuity ProgramPenn State Health Tax Shelte…$373M
End-of-year total assets ($M) among Midwestern University Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$417M
Net Assets (End of Year)$374M
Net Income-$43M
Employer EIN363377698
Plan Effective Date1962-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Midwestern University)

Sponsor-wide plan assets over time

All Midwestern University plans reported in each filing year

Latest sponsor-wide plan assets
$508M 35.65661097260884% vs 2022
2024 filing year
$350M$400M$450M$500M$550M 202220232024 $374M $508M ▲ +35.7%
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 Scatter plot of 6 data points. 05000100001500020000 02468 Total assets ($B) Participants Midwestern University Retirement Plan, Total assets ($B): 0.374242558 · Participants: 1585Midwestern University Retirement 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
Midwestern University Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants
Compare Midwestern University Retirement Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest Other by assets is Caromont Health, Inc. Retirement Savings Plan in NC ($375M); by covered participants it is Electrical Workers Defined Contribution Plan for N. Nv. in NV (1,585 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($374M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,585 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 Midwestern University Retirement Plan assets move in 2022? ▼
Midwestern University Retirement Plan pulled back noticeably - down 10.3% during 2022, from $417M to $374M. Reported net income was -$43M.
How have Midwestern University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Midwestern University's sponsor-wide assets grew 35.7%, from $374M to $508M.
Where does Midwestern University Retirement Plan rank by assets among Form 5500 filers? ▼
Midwestern University Retirement Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Midwestern University Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Caromont Health, Inc. Retirement Savings Plan in NC ($375M, 4,211 participants).
Which Other plans cover a similar participant headcount to Midwestern University Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Electrical Workers Defined Contribution Plan for N. Nv. in NV (1,585 participants, $93M 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 363377698.

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.