Money Purchase · DOL Form 5500 · 2022
Roosevelt University Money Purchase Plan
Data updated 2026-08-11
- $80M
- Total assets
- 451
- Participants
- 91st
- Percentile by assets
- $176,710
- Avg per participant
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.
- 91st percentile by assets (of 139,126 plans)
- #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.
- $80M
- total plan assets (2022 EOY)
- 451
- covered participants
- 91st
- percentile by assets (of 139,126 plans)
- $176,710
- avg assets per participant
Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators vs the 2022 asset distribution
By assets, Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators outranks 91% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $77M |
|---|---|
| Net Assets (End of Year) | $80M |
| Net Income | $2M |
| Employer EIN | 362167854 |
| Plan Effective Date | 1989-09-01 |
| 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 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
- Retirement Plan for Employees of Fermi Research Alliance, LLC $669M · 1,625
- NECA-IBEW Local 176 Pension Trust Fund $616M · 2,741
- NECA-IBEW Local 364 Defined Contribution Plan $418M · 320
- Smart Local 265 Supplemental Retirement Savings Plan $302M · 2,526
- International Association of Heat and Frost Insulators Local 17 Annuity Fund $173M · 1,223
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators by total assets, not by location.
- Sullivan & Worcester LLP Retirement Plan (MA) $80M · 164
- University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan (WV) $80M · 1,376
- Oklahoma Medical Research Foundation for Full-Time Employees (OK) $79M · 460
- Shopmen's Iron Workers Retirement Fund of Southern California (CA) $80M · 3,490
Frequently Asked Questions
How did Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators assets move in 2022? ▼
How have Roosevelt University plan assets changed over time? ▼
Where does Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators? ▼
Next read for Roosevelt University 401(a) University R…
Scale reading
Ways to act on Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators's numbers.
- By total assets, Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase 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