Other · DOL Form 5500 · 2023

Elmhurst University Retirement Plan

Data updated 2026-08-25

$127M
Total assets Near avg plan size
511
Participants Below avg headcount
93rd
Percentile by assets National rank
$248,291
Avg per participant Above avg balance/head
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Official DOL plan name: Elmhurst University Retirement Plan · Sponsored by Elmhurst University · Illinois · Educational Services

$127M in assets, 511 participants

Elmhurst University's Elmhurst University Retirement Plan reported $127M in total assets and 511 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #3,268 in Educational Services (3,735 peers)

Where Elmhurst University Retirement Plan sits by assets

Elmhurst University Retirement Plan sits in the top 10% of all filed plans by assets, $127M for 511 participants (~$248,291/participant), up 11.2% in 2023.

#3,268
in Educational Services (3,735 peers)
+11.2%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Elmhurst University Retirement Plan's outsized position by total assets

Elmhurst University Retirement Plan vs every filed plan by assets

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

$126,876,657 Top 7% higher than 93% 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

Elmhurst University 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. Elmhurst University Retirement Plan sits mid-pack in the medium band (511 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Elmhurst University Retirement Plan reported net income rose from -$17M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Elmhurst University Retirement Plan end-of-year assets rose from $114M in the plan year 2022 filing to $127M in the plan year 2023 filing.
  • Elmhurst University Retirement Plan reported participants rose from 504 in the plan year 2022 filing to 511 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 362169145 · Elmhurst University PY 2023 · Other

Elmhurst University Retirement Plan · $127M · 511 · 93rd

  • TYPE $127M
  • TYPE 511
  • TYPE 93rd
  • TYPE Other
  • TYPE near Linfield University Defined Contribtuion Retirement Plan
  • TYPE ind #3268

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 →

Elmhurst University Retirement Plan in the asset neighbourhood

St. John's School Retirement PlanSt. John's School Retirement…$128MMarymount University Defined Contribution Retirement PlanMarymount University Defined…$127MLinfield University Defined Contribtuion Retirement PlanLinfield University Defined …$127MElmhurst University Retirement PlanElmhurst University Retireme…$127MAkron General Health System Matched Retirement Savings PlanAkron General Health System …$127M
End-of-year total assets ($M) among Elmhurst University Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$114M
Net Assets (End of Year)$127M
Net Income$13M
Employer EIN362169145
Plan Effective Date1981-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Elmhurst University)

Sponsor-wide plan assets over time

All Elmhurst University plans reported in each filing year

Latest sponsor-wide plan assets
$135M 18.620618730283166% vs 2022
2024 filing year
$110M$120M$130M$140M 202220232024 $114M $135M ▲ +18.6%
Year Plans Participants Total Assets
2022 1 504 $114M
2023 1 511 $127M
2024 1 493 $135M

Nearby Other Plans in Illinois

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

Elmhurst University Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Elmhurst University Retirement Plan, Total assets ($B): 0.126876657 · Participants: 511Elmhurst University 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
Elmhurst University Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants
Compare Elmhurst University Retirement Plan side-by-side with 3 peers →

Elmhurst University Retirement Plan's out-of-state Other peers by assets and headcount

Outside Illinois, the nearest Other by assets is Linfield University Defined Contribtuion Retirement Plan in OR ($127M); by covered participants it is Whitworth University Retirement Plan in WA (511 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (511 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 Elmhurst University Retirement Plan assets move in 2023? ▼
Elmhurst University Retirement Plan grew at a solid clip - up 11.2% during 2023, from $114M to $127M. Reported net income was $13M.
How have Elmhurst University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Elmhurst University's sponsor-wide assets grew 18.6%, from $114M to $135M.
Where does Elmhurst University Retirement Plan rank by assets among Form 5500 filers? ▼
Elmhurst University Retirement Plan ranks in the 93rd 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 Elmhurst University Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Linfield University Defined Contribtuion Retirement Plan in OR ($127M, 476 participants).
Which Other plans cover a similar participant headcount to Elmhurst University Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Whitworth University Retirement Plan in WA (511 participants, $87M 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 362169145.

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.