Other · DOL Form 5500 · 2022

Erikson Institute Retirement Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
205
Participants Below avg headcount
86th
Percentile by assets National rank
$199,002
Avg per participant Above avg balance/head
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Official DOL plan name: Erikson Institute DC Retirement Plan · Sponsored by Erikson Institute · Illinois · Educational Services

$41M in assets, 205 participants

Erikson Institute's Erikson Institute DC Retirement Plan reported $41M in total assets and 205 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #2,997 in Educational Services (4,024 peers)

Coverage in Illinois

Erikson Institute DC Retirement Plan covers 205 participants in Illinois, about 26% of the average Illinois filer (state average ~779 per filing). Assets: $41M.

#2,997
in Educational Services (4,024 peers)
+8.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Erikson Institute DC Retirement Plan's outsized position by total assets

Erikson Institute DC Retirement Plan vs every filed plan by assets

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

$40,795,396 Top 14% higher than 86% 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

Erikson Institute DC 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. Erikson Institute DC Retirement Plan sits mid-pack in the medium band (205 participants).

DOL schedule card

Filing strip 362593545 · Erikson Institute PY 2022 · Other

Erikson Institute DC Retirement Plan · $41M · 205 · 86th

  • PHOTO $41M
  • PHOTO 205
  • PHOTO 86th
  • PHOTO Other
  • PHOTO near Roberts Wesleyan University Retirement Plan
  • PHOTO ind #2997

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 →

Erikson Institute DC Retirement Plan in the asset neighbourhood

Keuka College Retirement Plan$41MCalifornia Pacific Medical Center Voluntary PlanCalifornia Pacific Medical C…$41MRoberts Wesleyan University Retirement PlanRoberts Wesleyan University …$41MErikson Institute DC Retirement PlanErikson Institute DC Retirem…$41MNorthwest Justice Project 403(b)PlanNorthwest Justice Project 40…$41M
End-of-year total assets ($M) among Erikson Institute DC Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$41M
Net Income$3M
Employer EIN362593545
Plan Effective Date1974-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Erikson Institute)

Sponsor-wide plan assets over time

All Erikson Institute plans reported in each filing year

Latest sponsor-wide plan assets
$43M 6.494487760334525% vs 2022
2024 filing year
$40M$41M$42M$43M$44M 202220232024 $40.8M $43.4M ▲ +6.5%
Year Plans Participants Total Assets
2022 1 205 $41M
2023 1 224 $43M
2024 1 230 $43M

Nearby Other Plans in Illinois

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

Erikson Institute DC Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants Erikson Institute DC Retirement Plan, Total assets ($B): 0.040795396 · Participants: 205Erikson Institute DC 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
Erikson Institute DC Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants
Compare Erikson Institute DC Retirement Plan side-by-side with 3 peers →

Erikson Institute DC Retirement Plan's out-of-state Other peers by assets and headcount

Outside Illinois, the nearest Other by assets is Roberts Wesleyan University Retirement Plan in NY ($41M); by covered participants it is Mental Health Connecticut, Inc. Retirement Plan in CT (205 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($41M here).

Similar participant headcount

Nearest other-state filings by covered participants (205 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 Erikson Institute DC Retirement Plan assets move in 2022? ▼
Erikson Institute DC Retirement Plan grew at a solid clip - up 8.8% during 2022, from $37M to $41M. Reported net income was $3M.
How have Erikson Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Erikson Institute's sponsor-wide assets grew 6.5%, from $41M to $43M.
Where does Erikson Institute DC Retirement Plan rank by assets among Form 5500 filers? ▼
Erikson Institute DC Retirement Plan ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Erikson Institute DC Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Roberts Wesleyan University Retirement Plan in NY ($41M, 344 participants).
Which Other plans cover a similar participant headcount to Erikson Institute DC Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Mental Health Connecticut, Inc. Retirement Plan in CT (205 participants, $5M 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 362593545.

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.