Other · DOL Form 5500 · 2023
Wheaton Academy Retirement Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 84
- Participants Small participant base
- 56th
- Percentile by assets National rank
- $105,596
- Avg per participant Below avg balance/head
Official DOL plan name: Wheaton Academy 403(b) DC Plan · Sponsored by Wheaton Academy · Illinois · Educational Services
$9M in assets, 84 participants
Wheaton Academy's Wheaton Academy 403(b) DC Plan reported $9M in total assets and 84 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.
- #1,464 in Educational Services (3,735 peers)
Wheaton Academy multi-year trail
Wheaton Academy's plans moved +39.4% in assets from 2022 to 2024; this filing shows Wheaton Academy 403(b) DC Plan at $9M / 84 participants.
- #1,464
- in Educational Services (3,735 peers)
- +16.1%
- assets growth YoY
Wheaton Academy 403(b) DC Plan's mid-pack asset rank among Educational Services and all filers
Wheaton Academy 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$8,870,038 Top 44% higher than 56% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Wheaton Academy 403(b) DC Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wheaton Academy 403(b) DC Plan is a small filing (84 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Wheaton Academy 403(b) DC Plan reported net income rose from -$723K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Wheaton Academy 403(b) DC Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Wheaton Academy 403(b) DC Plan reported participants rose from 80 in the plan year 2022 filing to 84 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 362388793 · Wheaton Academy PY 2023 · Other
Wheaton Academy 403(b) DC Plan · $9M · 84 · 56th
- SCH $9M
- EBSA 84
- PART 56th
- TYPE Other
- NET near 403(b) Thrift Plan for 1st Choice Healthcare, Inc.
- BOOK ind #1464
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 Academy 403(b) DC Plan in the asset neighbourhood
Wheaton Academy multi-year asset trail
Sponsor-wide plan assets over time
All Wheaton Academy plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 39.40079336870384% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 80 | $8M |
| 2023 | 1 | 84 | $9M |
| 2024 | 1 | 86 | $11M |
Wheaton Academy filing trail (2023)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $1M |
| Employer EIN | 362388793 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Illinois
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwestern University Retirement Plan $4.0B · 9,440
- The University of Chicago Contributory Retirement Plan $3.5B · 4,796
- Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees $2.0B · 13,705
- The University of Chicago Supplemental Retirement Plan $1.7B · 8,254
- Argonne National Laboratory 403(b) Employee Retirement Plan $1.6B · 3,798
Wheaton Academy 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is 403(b) Thrift Plan for 1st Choice Healthcare, Inc. in AR ($9M); by covered participants it is Mayfield Senior School 403 (B) Plan in CA (84 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (84 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.