Other · DOL Form 5500 · 2023

Society of Actuaries Research Institute Retirement Plan

Data updated 2026-08-25

$59M
Total assets Below avg plan size: 172
Participants Small participant base: 87th
Percentile by assets National rank: $344,267
Avg per participant High balance/head

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Official DOL plan name: Society of Actuaries Research Institute 403(b) Retirement Plan · Sponsored by Society of Actuaries Research Institute · Illinois · Educational Services

$59M in assets, 172 participants

Society of Actuaries Research Institute's Society of Actuaries Research Institute 403(b) Retirement Plan reported $59M in total assets and 172 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

#2,878 in Educational Services (3,735 peers)

Coverage in Illinois

Society of Actuaries Research Institute 403(b) Retirement Plan covers 172 participants in Illinois, about 22% of the average Illinois filer (state average ~779 per filing). Assets: $59M.

#2,878
in Educational Services (3,735 peers): +7.3%
assets growth YoY: 0.6×
vs typical plan assets (national mean)

Society of Actuaries Research Institute 403(b) Retirement Plan's outsized position by total assets

Society of Actuaries Research Institute 403(b) Retirement Plan vs every filed plan by assets

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

$59,214,000 Top 13% higher than 87% 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

Society of Actuaries Research Institute 403(b) 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. Society of Actuaries Research Institute 403(b) Retirement Plan sits mid-pack in the medium band (172 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Society of Actuaries Research Institute 403(b) Retirement Plan reported net income rose from -$9M in the plan year 2022 filing to $4M in the plan year 2023 filing.
Society of Actuaries Research Institute 403(b) Retirement Plan reported participants rose from 136 in the plan year 2022 filing to 172 in the plan year 2023 filing.
Society of Actuaries Research Institute 403(b) Retirement Plan end-of-year assets rose from $55M in the plan year 2022 filing to $59M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 362136422 · Society of Actuaries Research Institute PY 2023 · Other

Society of Actuaries Research Institute 403(b) Retirement Plan · $59M · 172 · 87th

EOY $59M
EOY 172
EOY 87th
EOY Other
EOY near Upstate Caring Partners 403(b) Retirement Plan
EOY ind #2878

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 →

End-of-year total assets ($M) among Society of Actuaries Research Institute 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)	$55M
Net Assets (End of Year)	$59M
Net Income	$4M
Employer EIN	362136422
Plan Effective Date	2012-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Society of Actuaries Research Institute)

Latest sponsor-wide plan assets: $67M 21.800653729309644% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	136	$55M
2023	1	172	$59M
2024	1	163	$67M

Nearby Other Plans in Illinois

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

Society of Actuaries Research Institute 403(b) Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants

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

Compare Society of Actuaries Research Institute 403(b) Retirement Plan side-by-side with 3 peers →

Society of Actuaries Research Institute 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Illinois, the nearest Other by assets is Upstate Caring Partners 403(b) Retirement Plan in NY ($59M); by covered participants it is Kent Place School Defined Contribution Retirement Plan in NJ (172 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($59M here).

Upstate Caring Partners 403(b) Retirement Plan (NY) $59M · 1,625
Holyoke Medical Center, Inc. 403(b) Retirement Plan (MA) $59M · 2,015
The Museum of Fine Arts, Houston Retirement Savings Plan (TX) $59M · 795
Beloit College Defined Contribution Retirement Plan (WI) $59M · 255

Similar participant headcount

Nearest other-state filings by covered participants (172 participants); asset peers above are excluded.

Kent Place School Defined Contribution Retirement Plan (NJ) 172 · 0 off
The Calvert School 403(b) Retirement Savings Plan (MD) 172 · 0 off
Louisiana Horsemens Pension Plan (LA) 172 · 0 off
The Village Family Service Center 403(b) Thrift Plan (ND) 172 · 0 off

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 Society of Actuaries Research Institute 403(b) Retirement Plan assets move in 2023? ▼

Society of Actuaries Research Institute 403(b) Retirement Plan grew at a solid clip - up 7.3% during 2023, from $55M to $59M. Reported net income was $4M.

How have Society of Actuaries Research Institute plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Society of Actuaries Research Institute's sponsor-wide assets grew 21.8%, from $55M to $67M.

Where does Society of Actuaries Research Institute 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼

Society of Actuaries Research Institute 403(b) Retirement Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which Other plans are similar in size to Society of Actuaries Research Institute 403(b) Retirement Plan? ▼

Among Other plans in other states, the closest by assets is Upstate Caring Partners 403(b) Retirement Plan in NY ($59M, 1,625 participants).

Which Other plans cover a similar participant headcount to Society of Actuaries Research Institute 403(b) Retirement Plan? ▼

Among Other plans in other states, the closest by covered participants is Kent Place School Defined Contribution Retirement Plan in NJ (172 participants, $61M 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 362136422.