Other
2022 plan-year Other DOL Form 5500

NORTHWESTERN UNIVERSITY NON-CONTRIBUTORY RETIREMENT PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

NORTHWESTERN UNIVERSITY

This Other plan holds $442K in total assets and serves N/A participants as of 2022. It is sponsored by NORTHWESTERN UNIVERSITY in Illinois. The plan reported positive net income of $30K for the year.

Total Assets (2023)
$442K
Participants
N/A
State
Industry
Educational Services

What the Filing Says About NORTHWESTERN UNIVERSITY NON-CONTRIBUTORY RETIREMENT PLAN

NORTHWESTERN UNIVERSITY NON-CONTRIBUTORY RETIREMENT PLAN is a Other retirement plan sponsored by NORTHWESTERN UNIVERSITY, headquartered in Illinois. As of the 2022 Form 5500 filing, the plan reports $442K in total end-of-year assets and covers N/A participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 362167817, and the plan has been effective since 1976-09-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $412K at the beginning of 2022 to $442K at year-end — a gain of 7.3%. Net assets (after liabilities) closed the year at $442K, with reported net income of $30K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$412K
Total Assets (End of Year)$442K
Net Assets (End of Year)$442K
Net Income$30K
Plan TypeOther
Employer EIN362167817
Plan Effective Date1976-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (NORTHWESTERN UNIVERSITY)

Year Plans Participants Total Assets
2022 3 25,039 $4.5B
2023 3 21,775 $5.1B
2024 2 21,547 $5.7B

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

Frequently Asked Questions

How much money is in the NORTHWESTERN UNIVERSITY NON-CONTRIBUTORY RETIREMENT PLAN?
As of the 2022 Form 5500 filing, NORTHWESTERN UNIVERSITY NON-CONTRIBUTORY RETIREMENT PLAN holds $442K in total assets with N/A participants. It is sponsored by NORTHWESTERN UNIVERSITY.
What type of plan is NORTHWESTERN UNIVERSITY NON-CONTRIBUTORY RETIREMENT PLAN?
NORTHWESTERN UNIVERSITY NON-CONTRIBUTORY RETIREMENT PLAN is a Other plan. It has been effective since 1976-09-01. The plan is filed with the U.S. Department of Labor under EIN 362167817.
Who sponsors the NORTHWESTERN UNIVERSITY NON-CONTRIBUTORY RETIREMENT PLAN?
NORTHWESTERN UNIVERSITY NON-CONTRIBUTORY RETIREMENT PLAN is sponsored by NORTHWESTERN UNIVERSITY, located in Illinois. The sponsor's EIN is 362167817 and the plan operates in the Educational Services industry.
How did NORTHWESTERN UNIVERSITY NON-CONTRIBUTORY RETIREMENT PLAN perform in 2022?
NORTHWESTERN UNIVERSITY NON-CONTRIBUTORY RETIREMENT PLAN grew by 7.3% during 2022, moving from $412K to $442K in total assets. Net income was $30K.
Where can I find official filings for NORTHWESTERN UNIVERSITY NON-CONTRIBUTORY RETIREMENT PLAN?
Official Form 5500 filings for NORTHWESTERN UNIVERSITY NON-CONTRIBUTORY RETIREMENT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 362167817 or plan name at efast.dol.gov.
How does NORTHWESTERN UNIVERSITY NON-CONTRIBUTORY RETIREMENT PLAN compare to other plans?
You can compare NORTHWESTERN UNIVERSITY NON-CONTRIBUTORY RETIREMENT PLAN against other Other plans on the plan type page, or view plans in Illinois on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 362167817.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.