Other · DOL Form 5500 · 2023
Iit Research Institute Retirement Plan
Data updated 2026-08-25
- $106M
- Total assets Near avg plan size
- 123
- Participants Small participant base
- 92nd
- Percentile by assets National rank
- $862,617
- Avg per participant High balance/head
Official DOL plan name: Iit Research Institute Employees' Tax Sheltered Annuity Plan · Sponsored by Iit Research Institute · Illinois · Professional & Technical Services
$106M in assets, 123 participants
Iit Research Institute's Iit Research Institute Employees' Tax Sheltered Annuity Plan reported $106M in total assets and 123 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #18,854 in Professional & Technical Services (20,321 peers)
Coverage in Illinois
Iit Research Institute Employees' Tax Sheltered Annuity Plan covers 123 participants in Illinois, about 16% of the average Illinois filer (state average ~779 per filing). Assets: $106M.
- #18,854
- in Professional & Technical Services (20,321 peers)
- +5.3%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Iit Research Institute Employees' Tax Sheltered Annuity Plan's outsized position by total assets
Iit Research Institute Employees' Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$106,101,866 Top 8% higher than 92% 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
Iit Research Institute Employees' Tax Sheltered 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. Iit Research Institute Employees' Tax Sheltered Annuity Plan sits mid-pack in the medium band (123 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Iit Research Institute Employees' Tax Sheltered Annuity Plan reported net income rose from -$24M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Iit Research Institute Employees' Tax Sheltered Annuity Plan reported participants rose from 107 in the plan year 2022 filing to 123 in the plan year 2023 filing.
- Iit Research Institute Employees' Tax Sheltered Annuity Plan end-of-year assets rose from $101M in the plan year 2022 filing to $106M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 362169122 · Iit Research Institute PY 2023 · Other
Iit Research Institute Employees' Tax Sheltered Annuity Plan · $106M · 123 · 92nd
- 5500 $106M
- 5500 123
- 5500 92nd
- 5500 Other
- 5500 near Southeasthealth Retirement Plan
- 5500 ind #18854
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 Professional & Technical Services retirement plans → · Plans in Illinois →
Iit Research Institute Employees' Tax Sheltered Annuity Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $101M |
|---|---|
| Net Assets (End of Year) | $106M |
| Net Income | $5M |
| Employer EIN | 362169122 |
| Plan Effective Date | 1977-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Iit Research Institute)
Sponsor-wide plan assets over time
All Iit Research Institute plans reported in each filing year
- Latest sponsor-wide plan assets
- $108M 6.818292337178956% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 107 | $101M |
| 2023 | 1 | 123 | $106M |
| 2024 | 1 | 118 | $108M |
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
Iit Research Institute Employees' Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Southeasthealth Retirement Plan in MO ($106M); by covered participants it is University School of Jackson 403(b) Retirement Pla in TN (123 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($106M here).
Similar participant headcount
Nearest other-state filings by covered participants (123 participants); asset peers above are excluded.
- University School of Jackson 403(b) Retirement Pla (TN) 123 · 0 off
- International Institute of New England 403(b) Plan (MA) 123 · 0 off
- Kansas City Art Institute Defined Contribution Plan and Tax Deferred Annuity Plan (MO) 123 · 0 off
- The William and Flora Hewlett Foundation 403(b) Plan (CA) 123 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.