Other · DOL Form 5500 · 2023

Illinois College of Optometry Retirement Plan

Data updated 2026-08-25

$100M
Total assets Below avg plan size
229
Participants Below avg headcount
91st
Percentile by assets National rank
$434,892
Avg per participant High balance/head
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Official DOL plan name: Illinois College of Optometry Master Retirement and Annuity Plan · Sponsored by Illinois College of Optometry · Illinois · Educational Services

$100M in assets, 229 participants

Illinois College of Optometry's Illinois College of Optometry Master Retirement and Annuity Plan reported $100M in total assets and 229 participants in its 2023 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.

  • #3,171 in Educational Services (3,735 peers)

Coverage in Illinois

Illinois College of Optometry Master Retirement and Annuity Plan covers 229 participants in Illinois, about 29% of the average Illinois filer (state average ~779 per filing). Assets: $100M.

#3,171
in Educational Services (3,735 peers)
+12.6%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Illinois College of Optometry Master Retirement and Annuity Plan's outsized position by total assets

Illinois College of Optometry Master Retirement and Annuity Plan vs every filed plan by assets

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

$99,590,207 Top 9% higher than 91% 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

Illinois College of Optometry Master Retirement and Annuity 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. Illinois College of Optometry Master Retirement and Annuity Plan sits mid-pack in the medium band (229 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Illinois College of Optometry Master Retirement and Annuity Plan reported net income rose from -$11M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Illinois College of Optometry Master Retirement and Annuity Plan end-of-year assets rose from $88M in the plan year 2022 filing to $100M in the plan year 2023 filing.
  • Illinois College of Optometry Master Retirement and Annuity Plan reported participants fell from 240 in the plan year 2022 filing to 229 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 362310478 · Illinois College of Optometry PY 2023 · Other

Illinois College of Optometry Master Retirement and Annuity Plan · $100M · 229 · 91st

  • ASSETS $100M
  • ASSETS 229
  • ASSETS 91st
  • ASSETS Other
  • ASSETS near Weta 403(b) Tax Deferred Savings Plan
  • ASSETS ind #3171

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 →

Illinois College of Optometry Master Retirement and Annuity Plan in the asset neighbourhood

Retirement Savings Plan of Finger Lakes Regional Health SystemRetirement Savings Plan of F…$100MWeta 403(b) Tax Deferred Savings PlanWeta 403(b) Tax Deferred Sav…$100MSt. Paul's School Defined Contribution Retirement PlanSt. Paul's School Defined Co…$100MIllinois College of Optometry Master Retirement and Annuity PlanIllinois College of Optometr…$100MSt. Luke's Cornwall Hospital 403(b) Retirement PlanSt. Luke's Cornwall Hospital…$99M
End-of-year total assets ($M) among Illinois College of Optometry Master Retirement and Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$88M
Net Assets (End of Year)$100M
Net Income$11M
Employer EIN362310478
Plan Effective Date1970-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Illinois College of Optometry)

Sponsor-wide plan assets over time

All Illinois College of Optometry plans reported in each filing year

Latest sponsor-wide plan assets
$108M 22.616353203229302% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $88.5M $108M ▲ +22.6%
Year Plans Participants Total Assets
2022 1 240 $88M
2023 1 229 $100M
2024 1 224 $108M

Nearby Other Plans in Illinois

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

Illinois College of Optometry Master Retirement and Annuity Plan vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Illinois College of Optometry Master Retirement and Annuity Plan, Total assets ($B): 0.099590207 · Participants: 229Illinois College of Optometry Master Retirement and Annuity 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
Illinois College of Optometry Master Retirement and Annuity Plan vs. nearby Other plans in Illinois, assets vs. participants

Illinois College of Optometry Master Retirement and Annuity Plan's out-of-state Other peers by assets and headcount

Outside Illinois, the nearest Other by assets is Weta 403(b) Tax Deferred Savings Plan in VA ($100M); by covered participants it is Caring People Alliance Defined Contribution Retirement Plan in PA (229 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (229 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 Illinois College of Optometry Master Retirement and Annuity Plan assets move in 2023?
Illinois College of Optometry Master Retirement and Annuity Plan grew at a solid clip - up 12.6% during 2023, from $88M to $100M. Reported net income was $11M.
How have Illinois College of Optometry plan assets changed over time?
Across 3 plan years on file (2022-2024), Illinois College of Optometry's sponsor-wide assets grew 22.6%, from $88M to $108M.
Where does Illinois College of Optometry Master Retirement and Annuity Plan rank by assets among Form 5500 filers?
Illinois College of Optometry Master Retirement and Annuity Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Illinois College of Optometry Master Retirement and Annuity Plan?
Among Other plans in other states, the closest by assets is Weta 403(b) Tax Deferred Savings Plan in VA ($100M, 405 participants).
Which Other plans cover a similar participant headcount to Illinois College of Optometry Master Retirement and Annuity Plan?
Among Other plans in other states, the closest by covered participants is Caring People Alliance Defined Contribution Retirement Plan in PA (229 participants, $5M in assets).