Other · DOL Form 5500 · 2023

Wheaton College Retirement Plan

Data updated 2026-08-25

$228M
Total assets Near avg plan size
661
Participants Below avg headcount
95th
Percentile by assets National rank
$345,309
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wheaton College Retirement Plan · Sponsored by Wheaton College · Illinois · Educational Services

$228M in assets, 661 participants

Wheaton College's Wheaton College Retirement Plan reported $228M in total assets and 661 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #3,444 in Educational Services (3,735 peers)

Where Wheaton College Retirement Plan sits by assets

Wheaton College Retirement Plan sits in the top 5% of all filed plans by assets, $228M for 661 participants (~$345,309/participant), up 11.1% in 2023.

#3,444
in Educational Services (3,735 peers)
+11.1%
assets growth YoY
2.3×
vs typical plan assets (national mean)

Wheaton College Retirement Plan's outsized position by total assets

Wheaton College Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$228,249,475 Top 5% higher than 95% of 127,068 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 2023

Wheaton College Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wheaton College Retirement Plan sits mid-pack in the medium band (661 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wheaton College Retirement Plan reported net income rose from -$36M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Wheaton College Retirement Plan end-of-year assets rose from $205M in the plan year 2022 filing to $228M in the plan year 2023 filing.
  • Wheaton College Retirement Plan reported participants fell from 673 in the plan year 2022 filing to 661 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 362182171 · Wheaton College PY 2023 · Other

Wheaton College Retirement Plan · $228M · 661 · 95th

  • PCT $228M
  • EIN 661
  • RANK 95th
  • PHOTO Other
  • IND near Camc Health System, Inc. Retirement Savings Plan
  • EOY ind #3444

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 →

Wheaton College Retirement Plan in the asset neighbourhood

Iona University Defined Contribution Retirement PlanIona University Defined Cont…$229MHobart and William Smith Colleges Retirement PlanHobart and William Smith Col…$229MWheaton College Retirement PlanWheaton College Retirement P…$228MCamc Health System, Inc. Retirement Savings PlanCamc Health System, Inc. Ret…$228MAmerican Association for the Advancement of Science Defined Contribution PlanAmerican Association for the…$228M
End-of-year total assets ($M) among Wheaton College Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$205M
Net Assets (End of Year)$228M
Net Income$23M
Employer EIN362182171
Plan Effective Date1963-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wheaton College)

Sponsor-wide plan assets over time

All Wheaton College plans reported in each filing year

Latest sponsor-wide plan assets
$239M 16.16503590751856% vs 2022
2024 filing year
$200M$210M$220M$230M$240M$250M 202220232024 $205M $239M ▲ +16.2%
Year Plans Participants Total Assets
2022 1 673 $205M
2023 1 661 $228M
2024 1 1,027 $239M

Nearby Other Plans in Illinois

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

Wheaton College Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. 050001000015000 012345 Total assets ($B) Participants Wheaton College Retirement Plan, Total assets ($B): 0.228249475 · Participants: 661Wheaton College Retirement PlanNorthwestern University Retirement Plan, Total assets ($B): 4.022176874 · Participants: 9440Northwestern University Retirement PlanThe University of Chicago Contributory Retirement Plan, Total assets ($B): 3.494522229 · Participants: 4796The University of Chicago Contributory Retirement PlanEndeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees, Total assets ($B): 2.005336202 · Participants: 13705Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem EmployeesThe University of Chicago Supplemental Retirement Plan, Total assets ($B): 1.734364044 · Participants: 8254The University of Chicago Supplemental Retirement PlanArgonne National Laboratory 403(b) Employee Retirement Plan, Total assets ($B): 1.577078821 · Participants: 3798Argonne National Laboratory 403(b) Employee Retirement Plan
Wheaton College Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants
Compare Wheaton College Retirement Plan side-by-side with 3 peers →

Wheaton College Retirement Plan's out-of-state Other peers by assets and headcount

Outside Illinois, the nearest Other by assets is Camc Health System, Inc. Retirement Savings Plan in WV ($228M); by covered participants it is Connecticut College Defined Contribution and Tda Retirement Plan in CT (661 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (661 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Wheaton College Retirement Plan assets move in 2023? ▼
Wheaton College Retirement Plan grew at a solid clip - up 11.1% during 2023, from $205M to $228M. Reported net income was $23M.
How have Wheaton College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wheaton College's sponsor-wide assets grew 16.2%, from $205M to $239M.
Where does Wheaton College Retirement Plan rank by assets among Form 5500 filers? ▼
Wheaton College Retirement Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Wheaton College Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Camc Health System, Inc. Retirement Savings Plan in WV ($228M, N/A participants).
Which Other plans cover a similar participant headcount to Wheaton College Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Connecticut College Defined Contribution and Tda Retirement Plan in CT (661 participants, $288M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 362182171.

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.