Other · DOL Form 5500 · 2022
Roosevelt University Retirement Plan
Data updated 2026-08-11
- $115M
- Total assets
- 521
- Participants
- 93rd
- Percentile by assets
- $220,916
- Avg per participant
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.
- 93rd percentile by assets (of 139,126 plans)
- #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.
- $115M
- total plan assets (2022 EOY)
- 521
- covered participants
- 93rd
- percentile by assets (of 139,126 plans)
- $220,916
- avg assets per participant
Where Roosevelt University 403(b) Retirement Plan sits 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
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 vs the 2022 asset distribution
By assets, Roosevelt University 403(b) Retirement Plan outranks 93% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $111M |
|---|---|
| Net Assets (End of Year) | $115M |
| Net Income | $5M |
| Employer EIN | 362167854 |
| Plan Effective Date | 1960-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Roosevelt University)
| 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.
- Washington University Retirement Savings Plan $5.9B · 15,925
- Northwestern University Retirement Plan $3.5B · 9,465
- The University of Chicago Contributory Retirement Plan $3.1B · 4,552
- Northshore University Healthsystem Tax Deferred Annuity Plan $1.8B · 13,159
- The University of Chicago Supplemental Retirement Plan $1.5B · 7,855
Similar-Sized Other Plans Nationally
Other plans in other states closest to Roosevelt University 403(b) Retirement Plan by total assets, not by location.
- Mount Nittany Medical Center 403(b) Plan (PA) $115M · 2,294
- Southeastern Regional Medical Center Tax-Deferred Savings Plan (NC) $115M · 2,190
- Gemba Group Annuity Plan (MD) $115M · 969
- Schulte Roth & Zabel LLP Supplemental Retirement Plan (NY) $115M · 128
Frequently Asked Questions
How did Roosevelt University 403(b) Retirement Plan assets move in 2022? ▼
How have Roosevelt University plan assets changed over time? ▼
Where does Roosevelt University 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Roosevelt University 403(b) Retirement Plan? ▼
Next read for Roosevelt University 403(b) Retirement P…
Scale reading
Ways to act on Roosevelt University 403(b) Retirement Plan's numbers.
- By total assets, Roosevelt University 403(b) Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Illinois. Compare plans
- Roosevelt University's sponsor-wide assets have grown 7.0% since 2022 across 3 plan years on file. More Educational Services plans