Other · DOL Form 5500 · 2022

Iit Research Institute Retirement Plan

Data updated 2026-08-25

$101M
Total assets Near avg plan size
107
Participants Small participant base
93rd
Percentile by assets National rank
$941,722
Avg per participant High balance/head
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Official DOL plan name: Iit Research Institute Employees' Tax Sheltered Annuity Plan · Sponsored by Iit Research Institute · Illinois · Professional & Technical Services

$101M in assets, 107 participants

Iit Research Institute's Iit Research Institute Employees' Tax Sheltered Annuity Plan reported $101M in total assets and 107 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.

  • #20,243 in Professional & Technical Services (21,562 peers)

Coverage in Illinois

Iit Research Institute Employees' Tax Sheltered Annuity Plan covers 107 participants in Illinois, about 14% of the average Illinois filer (state average ~779 per filing). Assets: $101M.

#20,243
in Professional & Technical Services (21,562 peers)
-19.0%
assets change YoY
1.0×
vs typical plan assets (national mean)

The plan reported a net loss of $24M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Iit Research Institute Employees' Tax Sheltered Annuity Plan's outsized position by total assets

Iit Research Institute Employees' Tax Sheltered Annuity Plan vs every filed plan by assets

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

$100,764,248 Top 7% higher than 93% 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

Iit Research Institute Employees' Tax Sheltered Annuity 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. Iit Research Institute Employees' Tax Sheltered Annuity Plan sits mid-pack in the medium band (107 participants).

Form 5500 schedule snapshot

Filing strip 362169122 · Iit Research Institute PY 2022 · Other

Iit Research Institute Employees' Tax Sheltered Annuity Plan · $101M · 107 · 93rd

  • EIN $101M
  • EIN 107
  • EIN 93rd
  • EIN Other
  • EIN near Empath Health 403(b) Plan
  • EIN ind #20243

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 Professional & Technical Services retirement plans → · Plans in Illinois →

Iit Research Institute Employees' Tax Sheltered Annuity Plan in the asset neighbourhood

Uma Supplemental 403(b) Plan$101MAugusta Health Care 403b Plan$101MIit Research Institute Employees' Tax Sheltered Annuity PlanIit Research Institute Emplo…$101MEmpath Health 403(b) Plan$101MPli Retirement Savings Plan$101M
End-of-year total assets ($M) among Iit Research Institute Employees' Tax Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$124M
Net Assets (End of Year)$101M
Net Income-$24M
Employer EIN362169122
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Iit Research Institute)

Sponsor-wide plan assets over time

All Iit Research Institute plans reported in each filing year

Latest sponsor-wide plan assets
$108M 6.818292337178956% vs 2022
2024 filing year
$100M$105M$110M 202220232024 $101M $108M ▲ +6.8%
Year Plans Participants Total Assets
2022 1 107 $101M
2023 1 123 $106M
2024 1 118 $108M

Nearby Other Plans in Illinois

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

Iit Research Institute Employees' Tax Sheltered Annuity Plan vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants Iit Research Institute Employees' Tax Sheltered Annuity Plan, Total assets ($B): 0.100764248 · Participants: 107Iit Research Institute Employees' Tax Sheltered Annuity 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
Iit Research Institute Employees' Tax Sheltered Annuity Plan vs. nearby Other plans in Illinois, assets vs. participants
Compare Iit Research Institute Employees' Tax Sheltered Annuity Plan side-by-side with 3 peers →

Iit Research Institute Employees' Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount

Outside Illinois, the nearest Other by assets is Empath Health 403(b) Plan in FL ($101M); by covered participants it is Educare of Washington, DC 403(b) Plan in DC (107 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($101M here).

Similar participant headcount

Nearest other-state filings by covered participants (107 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 Iit Research Institute Employees' Tax Sheltered Annuity Plan assets move in 2022? ▼
Iit Research Institute Employees' Tax Sheltered Annuity Plan declined sharply - down 19.0% during 2022, from $124M to $101M. Reported net income was -$24M.
How have Iit Research Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Iit Research Institute's sponsor-wide assets grew 6.8%, from $101M to $108M.
Where does Iit Research Institute Employees' Tax Sheltered Annuity Plan rank by assets among Form 5500 filers? ▼
Iit Research Institute Employees' Tax Sheltered Annuity Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Iit Research Institute Employees' Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Empath Health 403(b) Plan in FL ($101M, 1,155 participants).
Which Other plans cover a similar participant headcount to Iit Research Institute Employees' Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Educare of Washington, DC 403(b) Plan in DC (107 participants, $2M 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 362169122.

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.