Money Purchase · DOL Form 5500 · 2022
Rosalind Franklin University of Medicine and Science Money Purchase Plan
Data updated 2026-08-25
- $102M
- Total assets Near avg plan size
- 502
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $202,833
- Avg per participant Above avg balance/head
Official DOL plan name: Rosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and Trust · Sponsored by Rosalind Franklin University of Medicine and Science · Illinois · Educational Services
$102M in assets, 502 participants
Rosalind Franklin University of Medicine and Science's Rosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and Trust reported $102M in total assets and 502 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- #3,509 in Educational Services (4,024 peers)
Where Rosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and Trust sits by assets
Rosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and Trust sits in the top 10% of all filed plans by assets, $102M for 502 participants (~$202,833/participant), down 13.5% in 2022.
- #3,509
- in Educational Services (4,024 peers)
- -13.5%
- assets change YoY
- 1.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Rosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and Trust's outsized position by total assets
Rosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$101,822,275 Top 7% higher than 93% 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
Rosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and Trust 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. Rosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and Trust sits mid-pack in the medium band (502 participants).
Plan-year Form 5500 strip
Filing strip 362181973 · Rosalind Franklin University of Medicine and Science PY 2022 · Money Purchase
Rosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and Trust · $102M · 502 · 93rd
- BOY $102M
- BOY 502
- BOY 93rd
- BOY Money Purchase
- BOY near First Hawaiian, Inc. Future Plan
- BOY ind #3509
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 →
Rosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $118M |
|---|---|
| Net Assets (End of Year) | $102M |
| Net Income | -$16M |
| Employer EIN | 362181973 |
| Plan Effective Date | 2000-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rosalind Franklin University of Medicine and Science)
Sponsor-wide plan assets over time
All Rosalind Franklin University of Medicine and Science plans reported in each filing year
- Latest sponsor-wide plan assets
- $350M 24.914402843903748% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 1,382 | $280M |
| 2023 | 3 | 1,428 | $321M |
| 2024 | 3 | 1,970 | $350M |
Nearby Money Purchase Plans in Illinois
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Retirement Plan for Employees of Fermi Research Alliance, LLC $669M · 1,625
- NECA-IBEW Local 176 Pension Trust Fund $616M · 2,741
- NECA-IBEW Local 364 Defined Contribution Plan $418M · 320
- Smart Local 265 Supplemental Retirement Savings Plan $302M · 2,526
- International Association of Heat and Frost Insulators Local 17 Annuity Fund $173M · 1,223
Rosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and Trust's out-of-state Money Purchase peers by assets and headcount
Outside Illinois, the nearest Money Purchase by assets is First Hawaiian, Inc. Future Plan in HI ($102M); by covered participants it is Penn Mutual Agents Retirement Plan in PA (502 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($102M here).
- First Hawaiian, Inc. Future Plan (HI) $102M · 1,842
- Centrastate Healthcare System Retirement Plan (NJ) $102M · 1,657
- IBEW Local 531 & NECA Money Purchase Pension Plan (IN) $102M · 515
- Bergelectric Corporation Money Purchase Pension Plan (CA) $102M · 2,170
Similar participant headcount
Nearest other-state filings by covered participants (502 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.