Other · DOL Form 5500 · 2022

Lester and Rosalie Anixter Center Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
146
Participants Small participant base
47th
Percentile by assets National rank
$29,251
Avg per participant Low balance/head
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Official DOL plan name: The Center Bargainning Unit Retirement Plan · Sponsored by Lester and Rosalie Anixter Center · Illinois · Healthcare & Social Assistance

$4M in assets, 146 participants

Lester and Rosalie Anixter Center's The Center Bargainning Unit Retirement Plan reported $4M in total assets and 146 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.

  • #10,532 in Healthcare & Social Assistance (20,060 peers)

Coverage in Illinois

The Center Bargainning Unit Retirement Plan covers 146 participants in Illinois, about 19% of the average Illinois filer (state average ~779 per filing). Assets: $4M.

#10,532
in Healthcare & Social Assistance (20,060 peers)
-15.0%
assets change YoY

The plan reported a net loss of $752K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Center Bargainning Unit Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

The Center Bargainning Unit Retirement Plan vs every filed plan by assets

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

$4,270,594 47th percentile higher than 47% 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

The Center Bargainning Unit Retirement 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. The Center Bargainning Unit Retirement Plan sits mid-pack in the medium band (146 participants).

Form 5500 schedule snapshot

Filing strip 362244895 · Lester and Rosalie Anixter Center PY 2022 · Other

The Center Bargainning Unit Retirement Plan · $4M · 146 · 47th

  • PART $4M
  • TYPE 146
  • NET 47th
  • BOOK Other
  • VS-ST near French American School of Silicon Valley
  • BOY ind #10532

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 Healthcare & Social Assistance retirement plans → · Plans in Illinois →

The Center Bargainning Unit Retirement Plan in the asset neighbourhood

403(b) Thrift Plan of Pinebrook Family Answers403(b) Thrift Plan of Pinebr…$4MThe Center Bargainning Unit Retirement PlanThe Center Bargainning Unit …$4MFrench American School of Silicon ValleyFrench American School of Si…$4MCesar Castillo Inc Saving and Retirement PlanCesar Castillo Inc Saving an…$4MLongview Wellness Center, Inc. Dba Wellness Pointe 403(b) PlanLongview Wellness Center, In…$4M
End-of-year total assets ($M) among The Center Bargainning Unit Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$752K
Employer EIN362244895
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lester and Rosalie Anixter Center)

Sponsor-wide plan assets over time

All Lester and Rosalie Anixter Center plans reported in each filing year

Latest sponsor-wide plan assets
$13M 22.018679332196164% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $10.7M $13M ▲ +22.0%
Year Plans Participants Total Assets
2022 2 316 $11M
2023 2 315 $12M
2024 2 320 $13M

Nearby Other Plans in Illinois

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

The Center Bargainning Unit Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants The Center Bargainning Unit Retirement Plan, Total assets ($B): 0.004270594 · Participants: 146The Center Bargainning Unit 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
The Center Bargainning Unit Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants

The Center Bargainning Unit Retirement Plan's out-of-state Other peers by assets and headcount

Outside Illinois, the nearest Other by assets is French American School of Silicon Valley in CA ($4M); by covered participants it is Virginia Supportive Housing 403(b) Plan in VA (146 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (146 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 The Center Bargainning Unit Retirement Plan assets move in 2022?
The Center Bargainning Unit Retirement Plan pulled back noticeably - down 15.0% during 2022, from $5M to $4M. Reported net income was -$752K.
How have Lester and Rosalie Anixter Center plan assets changed over time?
Across 3 plan years on file (2022-2024), Lester and Rosalie Anixter Center's sponsor-wide assets grew 22.0%, from $11M to $13M.
Which Other plans are similar in size to The Center Bargainning Unit Retirement Plan?
Among Other plans in other states, the closest by assets is French American School of Silicon Valley in CA ($4M, 37 participants).
Which Other plans cover a similar participant headcount to The Center Bargainning Unit Retirement Plan?
Among Other plans in other states, the closest by covered participants is Virginia Supportive Housing 403(b) Plan in VA (146 participants, $1M in assets).