Money Purchase
2022 plan-year Money Purchase DOL Form 5500

AUGUSTANA COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN

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

AUGUSTANA COLLEGE

This Money Purchase plan holds $84M in total assets and serves 264 participants as of 2022. It is sponsored by AUGUSTANA COLLEGE in Illinois. The plan reported positive net income of $4M for the year.

Total Assets (2023)
$84M
Participants
264
State
Industry
Educational Services

What the Filing Says About AUGUSTANA COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN

AUGUSTANA COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN is a Money Purchase retirement plan sponsored by AUGUSTANA COLLEGE, headquartered in Illinois. As of the 2022 Form 5500 filing, the plan reports $84M in total end-of-year assets and covers 264 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 362166962, and the plan has been effective since 1986-09-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $80M at the beginning of 2022 to $84M at year-end — a gain of 4.6%. Net assets (after liabilities) closed the year at $84M, with reported net income of $4M 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)$80M
Total Assets (End of Year)$84M
Net Assets (End of Year)$84M
Net Income$4M
Plan TypeMoney Purchase
Employer EIN362166962
Plan Effective Date1986-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (AUGUSTANA COLLEGE)

Year Plans Participants Total Assets
2022 2 818 $171M
2023 2 814 $192M
2024 1 560 $115M

Nearby Money Purchase Plans in Illinois

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

Frequently Asked Questions

How much money is in the AUGUSTANA COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN?
As of the 2022 Form 5500 filing, AUGUSTANA COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN holds $84M in total assets with 264 participants. It is sponsored by AUGUSTANA COLLEGE.
What type of plan is AUGUSTANA COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN?
AUGUSTANA COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN is a Money Purchase plan. It has been effective since 1986-09-01. The plan is filed with the U.S. Department of Labor under EIN 362166962.
Who sponsors the AUGUSTANA COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN?
AUGUSTANA COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN is sponsored by AUGUSTANA COLLEGE, located in Illinois. The sponsor's EIN is 362166962 and the plan operates in the Educational Services industry.
How did AUGUSTANA COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN perform in 2022?
AUGUSTANA COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN grew by 4.6% during 2022, moving from $80M to $84M in total assets. Net income was $4M.
Where can I find official filings for AUGUSTANA COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN?
Official Form 5500 filings for AUGUSTANA COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 362166962 or plan name at efast.dol.gov.
How does AUGUSTANA COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN compare to other plans?
You can compare AUGUSTANA COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN against other Money Purchase 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 362166962.

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.