Other · DOL Form 5500 · 2023

Newberry Library Retirement Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
93
Participants Small participant base
76th
Percentile by assets National rank
$260,180
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Newberry Library DC Retirement Plan · Sponsored by Newberry Library · Illinois · Information & Media

$24M in assets, 93 participants

Newberry Library's Newberry Library DC Retirement Plan reported $24M in total assets and 93 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #1,875 in Information & Media (2,818 peers)

Where Newberry Library DC Retirement Plan sits by assets

Newberry Library DC Retirement Plan sits in the top quartile of all filed plans by assets, $24M for 93 participants (~$260,180/participant), up 7.0% in 2023.

#1,875
in Information & Media (2,818 peers)
+7.0%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Newberry Library DC Retirement Plan's outsized position by total assets

Newberry Library DC Retirement Plan vs every filed plan by assets

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

$24,196,749 Top 24% higher than 76% 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

Newberry Library DC Retirement 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. Newberry Library DC Retirement Plan is a small filing (93 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Newberry Library DC Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Newberry Library DC Retirement Plan end-of-year assets rose from $23M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Newberry Library DC Retirement Plan reported participants rose from 90 in the plan year 2022 filing to 93 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 362167814 · Newberry Library PY 2023 · Other

Newberry Library DC Retirement Plan · $24M · 93 · 76th

  • SCH $24M
  • EBSA 93
  • PART 76th
  • TYPE Other
  • NET near National Conference of Bar Examiners 403(b) Plan
  • BOOK ind #1875

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 Information & Media retirement plans → · Plans in Illinois →

Newberry Library DC Retirement Plan in the asset neighbourhood

National Conference of Bar Examiners 403(b) PlanNational Conference of Bar E…$24MMethodist Hospital, Inc. 403(b) PlanMethodist Hospital, Inc. 403…$24MLos Angeles Lgbt Center 403(b) ERISA PlanLos Angeles Lgbt Center 403(…$24MNewberry Library DC Retirement PlanNewberry Library DC Retireme…$24MDedham Country Day School DC Retirement PlanDedham Country Day School DC…$24M
End-of-year total assets ($M) among Newberry Library DC Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$24M
Net Income$2M
Employer EIN362167814
Plan Effective Date1972-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Newberry Library)

Sponsor-wide plan assets over time

All Newberry Library plans reported in each filing year

Latest sponsor-wide plan assets
$26M 15.334361871335547% vs 2022
2024 filing year
$22M$24M$26M$28M 202220232024 $22.6M $26.1M ▲ +15.3%
Year Plans Participants Total Assets
2022 1 90 $23M
2023 1 93 $24M
2024 1 92 $26M

Nearby Other Plans in Illinois

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

Newberry Library DC Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Newberry Library DC Retirement Plan, Total assets ($B): 0.024196749 · Participants: 93Newberry Library DC 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
Newberry Library DC Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants
Compare Newberry Library DC Retirement Plan side-by-side with 3 peers →

Newberry Library DC Retirement Plan's out-of-state Other peers by assets and headcount

Outside Illinois, the nearest Other by assets is National Conference of Bar Examiners 403(b) Plan in WI ($24M); by covered participants it is New England Historic Genealogical Society Defined Contribution Plan in MA (93 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (93 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 Newberry Library DC Retirement Plan assets move in 2023? ▼
Newberry Library DC Retirement Plan grew at a solid clip - up 7.0% during 2023, from $23M to $24M. Reported net income was $2M.
How have Newberry Library plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Newberry Library's sponsor-wide assets grew 15.3%, from $23M to $26M.
Where does Newberry Library DC Retirement Plan rank by assets among Form 5500 filers? ▼
Newberry Library DC Retirement Plan ranks in the 76th 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 Newberry Library DC Retirement Plan? ▼
Among Other plans in other states, the closest by assets is National Conference of Bar Examiners 403(b) Plan in WI ($24M, 130 participants).
Which Other plans cover a similar participant headcount to Newberry Library DC Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is New England Historic Genealogical Society Defined Contribution Plan in MA (93 participants, $14M 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 362167814.

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.