Other · DOL Form 5500 · 2022

Lake Forest Graduate School of Management Retirement Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
226
Participants Below avg headcount
68th
Percentile by assets National rank
$51,029
Avg per participant Low balance/head
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Official DOL plan name: Lake Forest Graduate School of Management Retirement Savings Plan · Sponsored by Lake Forest Graduate School of Management · Illinois · Educational Services

$12M in assets, 226 participants

Lake Forest Graduate School of Management's Lake Forest Graduate School of Management Retirement Savings Plan reported $12M in total assets and 226 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #2,012 in Educational Services (4,024 peers)

Coverage in Illinois

Lake Forest Graduate School of Management Retirement Savings Plan covers 226 participants in Illinois, about 29% of the average Illinois filer (state average ~779 per filing). Assets: $12M.

#2,012
in Educational Services (4,024 peers)
+9.3%
assets growth YoY

Lake Forest Graduate School of Management Retirement Savings Plan's outsized position by total assets

Lake Forest Graduate School of Management Retirement Savings Plan vs every filed plan by assets

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

$11,532,544 Top 32% higher than 68% 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

Lake Forest Graduate School of Management Retirement Savings 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. Lake Forest Graduate School of Management Retirement Savings Plan sits mid-pack in the medium band (226 participants).

EBSA filing schedule strip

Filing strip 237013253 · Lake Forest Graduate School of Management PY 2022 · Other

Lake Forest Graduate School of Management Retirement Savings Plan · $12M · 226 · 68th

  • EOY $12M
  • EOY 226
  • EOY 68th
  • EOY Other
  • EOY near Employee Benefit Plan of Kickapoo Tribe of Oklahoma
  • EOY ind #2012

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 →

Lake Forest Graduate School of Management Retirement Savings Plan in the asset neighbourhood

Lake Forest Graduate School of Management Retirement Savings PlanLake Forest Graduate School …$12MEmployee Benefit Plan of Kickapoo Tribe of OklahomaEmployee Benefit Plan of Kic…$12MNortheast Ohio Neighborhood Health Services, Inc. Tax Sheltered Annuity PlanNortheast Ohio Neighborhood …$12MDowntown Emergency Service Center 403(b) PlanDowntown Emergency Service C…$12MBvcaa, Inc. Retirement Plan$12M
End-of-year total assets ($M) among Lake Forest Graduate School of Management Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$980K
Employer EIN237013253
Plan Effective Date1975-06-23
Filing StatusFILING RECEIVED

Sponsor Plan History (Lake Forest Graduate School of Management)

Sponsor-wide plan assets over time

All Lake Forest Graduate School of Management plans reported in each filing year

Latest sponsor-wide plan assets
$13M 13.729104350263047% vs 2022
2024 filing year
$11M$12M$13M$14M 202220232024 $11.5M $13.1M ▲ +13.8%
Year Plans Participants Total Assets
2022 1 226 $12M
2023 1 208 $13M
2024 1 170 $13M

Nearby Other Plans in Illinois

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

Lake Forest Graduate School of Management Retirement Savings Plan vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants Lake Forest Graduate School of Management Retirement Savings Plan, Total assets ($B): 0.011532544 · Participants: 226Lake Forest Graduate School of Management Retirement Savings 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
Lake Forest Graduate School of Management Retirement Savings Plan vs. nearby Other plans in Illinois, assets vs. participants
Compare Lake Forest Graduate School of Management Retirement Savings Plan side-by-side with 3 peers →

Lake Forest Graduate School of Management Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside Illinois, the nearest Other by assets is Employee Benefit Plan of Kickapoo Tribe of Oklahoma in OK ($12M); by covered participants it is French International School 403(b) Retirement Plan in MD (226 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (226 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 Lake Forest Graduate School of Management Retirement Savings Plan assets move in 2022? ▼
Lake Forest Graduate School of Management Retirement Savings Plan grew at a solid clip - up 9.3% during 2022, from $11M to $12M. Reported net income was $980K.
How have Lake Forest Graduate School of Management plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lake Forest Graduate School of Management's sponsor-wide assets grew 13.7%, from $12M to $13M.
Which Other plans are similar in size to Lake Forest Graduate School of Management Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is Employee Benefit Plan of Kickapoo Tribe of Oklahoma in OK ($12M, 365 participants).
Which Other plans cover a similar participant headcount to Lake Forest Graduate School of Management Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is French International School 403(b) Retirement Plan in MD (226 participants, $27M 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 237013253.

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.