Other · DOL Form 5500 · 2022

Roosevelt University Retirement Plan

Data updated 2026-08-25

$115M
Total assets Near avg plan size
521
Participants Below avg headcount
93rd
Percentile by assets National rank
$220,916
Avg per participant Above avg balance/head
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Official DOL plan name: Roosevelt University 403(b) Retirement Plan · Sponsored by Roosevelt University · Illinois · Educational Services

$115M in assets, 521 participants

Roosevelt University's Roosevelt University 403(b) Retirement Plan reported $115M in total assets and 521 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #3,560 in Educational Services (4,024 peers)

Where Roosevelt University 403(b) Retirement Plan sits by assets

Roosevelt University 403(b) Retirement Plan sits in the top 10% of all filed plans by assets, $115M for 521 participants (~$220,916/participant), up 4.1% in 2022.

#3,560
in Educational Services (4,024 peers)
+4.1%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Roosevelt University 403(b) Retirement Plan's outsized position by total assets

Roosevelt University 403(b) Retirement Plan vs every filed plan by assets

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

$115,096,986 Top 7% higher than 93% 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

Roosevelt University 403(b) 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. Roosevelt University 403(b) Retirement Plan sits mid-pack in the medium band (521 participants).

Published 5500 schedule card

Filing strip 362167854 · Roosevelt University PY 2022 · Other

Roosevelt University 403(b) Retirement Plan · $115M · 521 · 93rd

  • EBSA $115M
  • PART 521
  • TYPE 93rd
  • NET Other
  • BOOK near Mount Nittany Medical Center 403(b) Plan
  • VS-ST ind #3560

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 →

Roosevelt University 403(b) Retirement Plan in the asset neighbourhood

Southeastern Regional Medical Center Tax-Deferred Savings PlanSoutheastern Regional Medica…$115MRoosevelt University 403(b) Retirement PlanRoosevelt University 403(b) …$115MMount Nittany Medical Center 403(b) PlanMount Nittany Medical Center…$115MGemba Group Annuity Plan$115MSchulte Roth & Zabel LLP Supplemental Retirement PlanSchulte Roth & Zabel LLP Sup…$115M
End-of-year total assets ($M) among Roosevelt University 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$111M
Net Assets (End of Year)$115M
Net Income$5M
Employer EIN362167854
Plan Effective Date1960-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Roosevelt University)

Sponsor-wide plan assets over time

All Roosevelt University plans reported in each filing year

Latest sponsor-wide plan assets
$208M 7.002225861623569% vs 2022
2024 filing year
$190M$195M$200M$205M$210M 202220232024 $195M $208M ▲ +7.0%
Year Plans Participants Total Assets
2022 2 972 $195M
2023 2 937 $205M
2024 2 914 $208M

Nearby Other Plans in Illinois

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

Roosevelt University 403(b) Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants Roosevelt University 403(b) Retirement Plan, Total assets ($B): 0.115096986 · Participants: 521Roosevelt University 403(b) 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
Roosevelt University 403(b) Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants
Compare Roosevelt University 403(b) Retirement Plan side-by-side with 3 peers →

Roosevelt University 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Illinois, the nearest Other by assets is Mount Nittany Medical Center 403(b) Plan in PA ($115M); by covered participants it is Lutheran Home & Harwood Place 403(b) Plan in WI (521 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (521 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 Roosevelt University 403(b) Retirement Plan assets move in 2022? ▼
Roosevelt University 403(b) Retirement Plan edged up modestly - up 4.1% during 2022, from $111M to $115M. Reported net income was $5M.
How have Roosevelt University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roosevelt University's sponsor-wide assets grew 7.0%, from $195M to $208M.
Where does Roosevelt University 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Roosevelt University 403(b) Retirement Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Roosevelt University 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Mount Nittany Medical Center 403(b) Plan in PA ($115M, 2,294 participants).
Which Other plans cover a similar participant headcount to Roosevelt University 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Lutheran Home & Harwood Place 403(b) Plan in WI (521 participants, $12M 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 362167854.

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.