Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

ILLINOIS EDUCATION ASSOCIATION STAFF RETIREMENT PLAN

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

ILLINOIS EDUCATION ASSOCIATION

This Defined Benefit (Pension) plan holds $141M in total assets and serves 111 participants as of 2022. It is sponsored by ILLINOIS EDUCATION ASSOCIATION in Illinois. The plan reported positive net income of $15M for the year.

Total Assets (2023)
$141M
Participants
111
State
Industry
Other Services

What the Filing Says About ILLINOIS EDUCATION ASSOCIATION STAFF RETIREMENT PLAN

ILLINOIS EDUCATION ASSOCIATION STAFF RETIREMENT PLAN is a Defined Benefit (Pension) retirement plan sponsored by ILLINOIS EDUCATION ASSOCIATION, headquartered in Illinois. As of the 2022 Form 5500 filing, the plan reports $141M in total end-of-year assets and covers 111 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 370343490, and the plan has been effective since 1948-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $127M at the beginning of 2022 to $141M at year-end — a gain of 11.4%. Net assets (after liabilities) closed the year at $141M, with reported net income of $15M 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)$127M
Total Assets (End of Year)$141M
Net Assets (End of Year)$141M
Net Income$15M
Plan TypeDefined Benefit (Pension)
Employer EIN370343490
Plan Effective Date1948-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (ILLINOIS EDUCATION ASSOCIATION)

Year Plans Participants Total Assets
2022 3 305 $165M
2023 2 225 $187M
2024 1 110 $29M

Nearby Defined Benefit (Pension) Plans in Illinois

Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the ILLINOIS EDUCATION ASSOCIATION STAFF RETIREMENT PLAN?
As of the 2022 Form 5500 filing, ILLINOIS EDUCATION ASSOCIATION STAFF RETIREMENT PLAN holds $141M in total assets with 111 participants. It is sponsored by ILLINOIS EDUCATION ASSOCIATION.
What type of plan is ILLINOIS EDUCATION ASSOCIATION STAFF RETIREMENT PLAN?
ILLINOIS EDUCATION ASSOCIATION STAFF RETIREMENT PLAN is a Defined Benefit (Pension) plan. It has been effective since 1948-07-01. The plan is filed with the U.S. Department of Labor under EIN 370343490.
Who sponsors the ILLINOIS EDUCATION ASSOCIATION STAFF RETIREMENT PLAN?
ILLINOIS EDUCATION ASSOCIATION STAFF RETIREMENT PLAN is sponsored by ILLINOIS EDUCATION ASSOCIATION, located in Illinois. The sponsor's EIN is 370343490 and the plan operates in the Other Services industry.
How did ILLINOIS EDUCATION ASSOCIATION STAFF RETIREMENT PLAN perform in 2022?
ILLINOIS EDUCATION ASSOCIATION STAFF RETIREMENT PLAN grew by 11.4% during 2022, moving from $127M to $141M in total assets. Net income was $15M.
Where can I find official filings for ILLINOIS EDUCATION ASSOCIATION STAFF RETIREMENT PLAN?
Official Form 5500 filings for ILLINOIS EDUCATION ASSOCIATION STAFF RETIREMENT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 370343490 or plan name at efast.dol.gov.
How does ILLINOIS EDUCATION ASSOCIATION STAFF RETIREMENT PLAN compare to other plans?
You can compare ILLINOIS EDUCATION ASSOCIATION STAFF RETIREMENT PLAN against other Defined Benefit (Pension) 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.

Explore PlainRetire

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 370343490.

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.