Other · DOL Form 5500 · 2022

Rosalind Franklin University of Medicine and Science Retirement Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
327
Participants Below avg headcount
89th
Percentile by assets National rank
$184,407
Avg per participant Above avg balance/head
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Official DOL plan name: Rosalind Franklin University of Medicine and Science 403(b) Tda Plan · Sponsored by Rosalind Franklin University of Medicine and Science · Illinois · Educational Services

$60M in assets, 327 participants

Rosalind Franklin University of Medicine and Science's Rosalind Franklin University of Medicine and Science 403(b) Tda Plan reported $60M in total assets and 327 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #3,242 in Educational Services (4,024 peers)

Coverage in Illinois

Rosalind Franklin University of Medicine and Science 403(b) Tda Plan covers 327 participants in Illinois, about 42% of the average Illinois filer (state average ~779 per filing). Assets: $60M.

#3,242
in Educational Services (4,024 peers)
-12.8%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $9M 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 403(b) Tda Plan's outsized position by total assets

Rosalind Franklin University of Medicine and Science 403(b) Tda Plan vs every filed plan by assets

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

$60,301,019 Top 11% higher than 89% 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

Rosalind Franklin University of Medicine and Science 403(b) Tda Plan 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 403(b) Tda Plan sits mid-pack in the medium band (327 participants).

Published 5500 schedule card

Filing strip 362181973 · Rosalind Franklin University of Medicine and Science PY 2022 · Other

Rosalind Franklin University of Medicine and Science 403(b) Tda Plan · $60M · 327 · 89th

  • 5500 $60M
  • 5500 327
  • 5500 89th
  • 5500 Other
  • 5500 near Sansum Clinic Match Plan
  • 5500 ind #3242

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 403(b) Tda Plan in the asset neighbourhood

The Bishop's School 403(b) PlanThe Bishop's School 403(b) P…$60MRosalind Franklin University of Medicine and Science 403(b) Tda PlanRosalind Franklin University…$60MSansum Clinic Match Plan$60MUnited Nations International School Tax Deferred Annuity PlanUnited Nations International…$60MLycee Francais De New York Defined Contribution Retirement PlanLycee Francais De New York D…$60M
End-of-year total assets ($M) among Rosalind Franklin University of Medicine and Science 403(b) Tda Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$69M
Net Assets (End of Year)$60M
Net Income-$9M
Employer EIN362181973
Plan Effective Date1950-01-01
Filing StatusFILING 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
$250M$300M$350M$400M 202220232024 $280M $350M ▲ +24.9%
Year Plans Participants Total Assets
2022 3 1,382 $280M
2023 3 1,428 $321M
2024 3 1,970 $350M

Nearby Other Plans in Illinois

Peer Other plans, same state, same plan type, ranked by total assets.

Rosalind Franklin University of Medicine and Science 403(b) Tda Plan vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants Rosalind Franklin University of Medicine and Science 403(b) Tda Plan, Total assets ($B): 0.060301019 · Participants: 327Rosalind Franklin University of Medicine and Science 403(b) Tda 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
Rosalind Franklin University of Medicine and Science 403(b) Tda Plan vs. nearby Other plans in Illinois, assets vs. participants

Rosalind Franklin University of Medicine and Science 403(b) Tda Plan's out-of-state Other peers by assets and headcount

Outside Illinois, the nearest Other by assets is Sansum Clinic Match Plan in CA ($60M); by covered participants it is Stonewall Jackson Memorial Hospital Voluntary Contribution Plan in WV (327 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (327 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 Rosalind Franklin University of Medicine and Science 403(b) Tda Plan assets move in 2022? ▼
Rosalind Franklin University of Medicine and Science 403(b) Tda Plan pulled back noticeably - down 12.8% during 2022, from $69M to $60M. Reported net income was -$9M.
How have Rosalind Franklin University of Medicine and Science plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rosalind Franklin University of Medicine and Science's sponsor-wide assets grew 24.9%, from $280M to $350M.
Where does Rosalind Franklin University of Medicine and Science 403(b) Tda Plan rank by assets among Form 5500 filers? ▼
Rosalind Franklin University of Medicine and Science 403(b) Tda Plan ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Rosalind Franklin University of Medicine and Science 403(b) Tda Plan? ▼
Among Other plans in other states, the closest by assets is Sansum Clinic Match Plan in CA ($60M, 1,291 participants).
Which Other plans cover a similar participant headcount to Rosalind Franklin University of Medicine and Science 403(b) Tda Plan? ▼
Among Other plans in other states, the closest by covered participants is Stonewall Jackson Memorial Hospital Voluntary Contribution Plan in WV (327 participants, N/A in assets).