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
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
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
Illinois filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$752K |
| Employer EIN | 362244895 |
| Plan Effective Date | 1989-07-01 |
| Filing Status | FILING 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
| 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.
- 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
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (146 participants); asset peers above are excluded.
- Virginia Supportive Housing 403(b) Plan (VA) 146 · 0 off
- Area Substance Abuse Council Retirement Plan (IA) 146 · 0 off
- Science Museum Oklahoma 403(b) Plan (OK) 146 · 0 off
- The Boston Architectural College 403(b) Retirement Plan (MA) 146 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.