Money Purchase · DOL Form 5500 · 2022

Roosevelt University Money Purchase Plan

Data updated 2026-08-25

$80M
Total assets Below avg plan size
451
Participants Below avg headcount
91st
Percentile by assets National rank
$176,710
Avg per participant Above avg balance/head
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Official DOL plan name: Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators · Sponsored by Roosevelt University · Illinois · Educational Services

$80M in assets, 451 participants

Roosevelt University's Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators reported $80M in total assets and 451 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #3,386 in Educational Services (4,024 peers)

Where Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators sits by assets

Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators sits in the top 10% of all filed plans by assets, $80M for 451 participants (~$176,710/participant), up 2.8% in 2022.

#3,386
in Educational Services (4,024 peers)
+2.8%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators's outsized position by total assets

Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators vs every filed plan by assets

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

$79,696,345 Top 9% higher than 91% 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 401(a) University Retirement Plan for Faculty and Administrators 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 401(a) University Retirement Plan for Faculty and Administrators sits mid-pack in the medium band (451 participants).

DOL schedule card

Filing strip 362167854 · Roosevelt University PY 2022 · Money Purchase

Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators · $80M · 451 · 91st

  • BOY $80M
  • BOY 451
  • BOY 91st
  • BOY Money Purchase
  • BOY near Sullivan & Worcester LLP Retirement Plan
  • BOY ind #3386

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 401(a) University Retirement Plan for Faculty and Administrators in the asset neighbourhood

Shopmen's Iron Workers Retirement Fund of Southern CaliforniaShopmen's Iron Workers Retir…$80MUniversity Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement PlanUniversity Physicians & Surg…$80MSullivan & Worcester LLP Retirement PlanSullivan & Worcester LLP Ret…$80MRoosevelt University 401(a) University Retirement Plan for Faculty and AdministratorsRoosevelt University 401(a) …$80MOklahoma Medical Research Foundation for Full-Time EmployeesOklahoma Medical Research Fo…$79M
End-of-year total assets ($M) among Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$77M
Net Assets (End of Year)$80M
Net Income$2M
Employer EIN362167854
Plan Effective Date1989-09-01
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 Money Purchase Plans in Illinois

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

Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators vs. nearby Money Purchase plans in Illinois, assets vs. participants Scatter plot of 6 data points. 0100020003000 0200400600800 Total assets ($M) Participants Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators, Total assets ($M): 79.696345 · Participants: 451Roosevelt University 401(a) University Retirement Plan for Faculty and AdministratorsRetirement Plan for Employees of Fermi Research Alliance, LLC, Total assets ($M): 669.295125 · Participants: 1625Retirement Plan for Employees of Fermi Research Alliance, LLCNECA-IBEW Local 176 Pension Trust Fund, Total assets ($M): 615.598536 · Participants: 2741NECA-IBEW Local 176 Pension Trust FundNECA-IBEW Local 364 Defined Contribution Plan, Total assets ($M): 417.547857 · Participants: 320NECA-IBEW Local 364 Defined Contribution PlanSmart Local 265 Supplemental Retirement Savings Plan, Total assets ($M): 302.3658 · Participants: 2526Smart Local 265 Supplemental Retirement Savings PlanInternational Association of Heat and Frost Insulators Local 17 Annuity Fund, Total assets ($M): 172.583563 · Participants: 1223International Association of Heat and Frost Insulators Local 17 Annuity Fund
Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators vs. nearby Money Purchase plans in Illinois, assets vs. participants
Compare Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators side-by-side with 3 peers →

Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators's out-of-state Money Purchase peers by assets and headcount

Outside Illinois, the nearest Money Purchase by assets is Sullivan & Worcester LLP Retirement Plan in MA ($80M); by covered participants it is Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust in MT (450 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (451 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 401(a) University Retirement Plan for Faculty and Administrators assets move in 2022? ▼
Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators edged up modestly - up 2.8% during 2022, from $77M to $80M. Reported net income was $2M.
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 401(a) University Retirement Plan for Faculty and Administrators rank by assets among Form 5500 filers? ▼
Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators ranks in the 91st 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 Money Purchase plans are similar in size to Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators? ▼
Among Money Purchase plans in other states, the closest by assets is Sullivan & Worcester LLP Retirement Plan in MA ($80M, 164 participants).
Which Money Purchase plans cover a similar participant headcount to Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators? ▼
Among Money Purchase plans in other states, the closest by covered participants is Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust in MT (450 participants, $31M 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.