Defined Benefit (Pension) · DOL Form 5500 · 2023
Northwestern Lake Forest Hospital Pension Plan
Data updated 2026-08-25
- $162M
- Total assets Near avg plan size
- 324
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $500,961
- Avg per participant High balance/head
Official DOL plan name: Northwestern Lake Forest Hospital Employees Retirement Plan · Sponsored by Northwestern Lake Forest Hospital · Illinois · Healthcare & Social Assistance
$162M in assets, 324 participants
Northwestern Lake Forest Hospital's Northwestern Lake Forest Hospital Employees Retirement Plan reported $162M in total assets and 324 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #16,735 in Healthcare & Social Assistance (17,684 peers)
Coverage in Illinois
Northwestern Lake Forest Hospital Employees Retirement Plan covers 324 participants in Illinois, about 42% of the average Illinois filer (state average ~779 per filing). Assets: $162M.
- #16,735
- in Healthcare & Social Assistance (17,684 peers)
- +6.7%
- assets growth YoY
- 1.6×
- vs typical plan assets (national mean)
Northwestern Lake Forest Hospital Employees Retirement Plan's outsized position by total assets
Northwestern Lake Forest Hospital Employees Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$162,311,491 Top 6% higher than 94% 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
Northwestern Lake Forest Hospital Employees 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. Northwestern Lake Forest Hospital Employees Retirement Plan sits mid-pack in the medium band (324 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Northwestern Lake Forest Hospital Employees Retirement Plan reported net income rose from -$35M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Northwestern Lake Forest Hospital Employees Retirement Plan reported participants fell from 363 in the plan year 2022 filing to 324 in the plan year 2023 filing.
- Northwestern Lake Forest Hospital Employees Retirement Plan end-of-year assets rose from $152M in the plan year 2022 filing to $162M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 362179779 · Northwestern Lake Forest Hospital PY 2023 · Defined Benefit (Pension)
Northwestern Lake Forest Hospital Employees Retirement Plan · $162M · 324 · 94th
- RANK $162M
- PHOTO 324
- IND 94th
- EOY Defined Benefit (Pension)
- 5500 near Cement Masons Local 780 Pension Fund
- ASSETS ind #16735
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 Healthcare & Social Assistance retirement plans → · Plans in Illinois →
Northwestern Lake Forest Hospital Employees Retirement Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $152M |
|---|---|
| Net Assets (End of Year) | $162M |
| Net Income | $10M |
| Employer EIN | 362179779 |
| Plan Effective Date | 1967-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Northwestern Lake Forest Hospital)
Sponsor-wide plan assets over time
All Northwestern Lake Forest Hospital plans reported in each filing year
- Latest sponsor-wide plan assets
- $159M 4.8103649703082025% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 363 | $152M |
| 2023 | 1 | 324 | $162M |
| 2024 | 1 | 301 | $159M |
Nearby Defined Benefit (Pension) Plans in Illinois
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central States, Southeast & Southwest Areas Pension Plan $49.7B · 48,538
- State Farm Insurance Companies Retirement Plan for United States Employees $35.2B · 45,001
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.0B · 20,680
- John Deere Pension Plan for Salaried Employees $8.0B · 16,346
- Abbott Laboratories Annuity Retirement Plan $7.8B · 17,382
Northwestern Lake Forest Hospital Employees Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is Cement Masons Local 780 Pension Fund in NY ($162M); by covered participants it is Local 584 Pension Trust Fund in NY (324 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($162M here).
- Cement Masons Local 780 Pension Fund (NY) $162M · 410
- Retirement Plan of Cayuga Medical Center at Ithaca (NY) $162M · 1,152
- Pencor Services, Inc. Non-Agreement Pension Plan (PA) $162M · 699
- Banco Santander USA Offices Retirement Plan (NY) $162M · 297
Similar participant headcount
Nearest other-state filings by covered participants (324 participants); asset peers above are excluded.
- Local 584 Pension Trust Fund (NY) 324 · 0 off
- Abx Air, Inc. Retirement Income Plan (OH) 325 · 1 off
- Bridge, Structural & Ornamental Ironworkers Local 207 Pension Fund (OH) 323 · 1 off
- Philadelphia Corporation for Aging Pension Plan (PA) 323 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.