Other · DOL Form 5500 · 2023

Lake Forest Academy Retirement Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
125
Participants Small participant base
82nd
Percentile by assets National rank
$298,546
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lake Forest Academy Defined Contribution Plan · Sponsored by Lake Forest Academy · Illinois · Educational Services

$37M in assets, 125 participants

Lake Forest Academy's Lake Forest Academy Defined Contribution Plan reported $37M in total assets and 125 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #2,547 in Educational Services (3,735 peers)

Coverage in Illinois

Lake Forest Academy Defined Contribution Plan covers 125 participants in Illinois, about 16% of the average Illinois filer (state average ~779 per filing). Assets: $37M.

#2,547
in Educational Services (3,735 peers)
+21.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Lake Forest Academy Defined Contribution Plan's outsized position by total assets

Lake Forest Academy Defined Contribution Plan vs every filed plan by assets

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

$37,318,265 Top 18% higher than 82% 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

Lake Forest Academy Defined Contribution 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. Lake Forest Academy Defined Contribution Plan sits mid-pack in the medium band (125 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lake Forest Academy Defined Contribution Plan reported net income rose from -$7M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Lake Forest Academy Defined Contribution Plan end-of-year assets rose from $31M in the plan year 2022 filing to $37M in the plan year 2023 filing.
  • Lake Forest Academy Defined Contribution Plan reported participants fell from 128 in the plan year 2022 filing to 125 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 362216167 · Lake Forest Academy PY 2023 · Other

Lake Forest Academy Defined Contribution Plan · $37M · 125 · 82nd

  • ASSETS $37M
  • ASSETS 125
  • ASSETS 82nd
  • ASSETS Other
  • ASSETS near Oaks Integrated Care, Inc. 403(b) Plan
  • ASSETS ind #2547

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 →

Lake Forest Academy Defined Contribution Plan in the asset neighbourhood

Urban School of San Francisco Defined Contribution Retirement PlanUrban School of San Francisc…$37MMalone University 403(b) DC PlanMalone University 403(b) DC …$37MOaks Integrated Care, Inc. 403(b) PlanOaks Integrated Care, Inc. 4…$37MLake Forest Academy Defined Contribution PlanLake Forest Academy Defined …$37MPopulation Services International 403(b) PlanPopulation Services Internat…$37M
End-of-year total assets ($M) among Lake Forest Academy Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$37M
Net Income$7M
Employer EIN362216167
Plan Effective Date1956-06-07
Filing StatusFILING RECEIVED

Sponsor Plan History (Lake Forest Academy)

Sponsor-wide plan assets over time

All Lake Forest Academy plans reported in each filing year

Latest sponsor-wide plan assets
$44M 42.44943416061254% vs 2022
2024 filing year
$25M$30M$35M$40M$45M$50M 202220232024 $30.7M $43.8M ▲ +42.5%
Year Plans Participants Total Assets
2022 1 128 $31M
2023 1 125 $37M
2024 1 159 $44M

Nearby Other Plans in Illinois

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

Lake Forest Academy Defined Contribution Plan vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Lake Forest Academy Defined Contribution Plan, Total assets ($B): 0.037318265 · Participants: 125Lake Forest Academy Defined Contribution 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
Lake Forest Academy Defined Contribution Plan vs. nearby Other plans in Illinois, assets vs. participants
Compare Lake Forest Academy Defined Contribution Plan side-by-side with 3 peers →

Lake Forest Academy Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside Illinois, the nearest Other by assets is Oaks Integrated Care, Inc. 403(b) Plan in NJ ($37M); by covered participants it is The American School in London Foundation 403(b) Retirement Plan in NJ (125 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (125 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 Lake Forest Academy Defined Contribution Plan assets move in 2023? ▼
Lake Forest Academy Defined Contribution Plan grew sharply - up 21.5% during 2023, from $31M to $37M. Reported net income was $7M.
How have Lake Forest Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lake Forest Academy's sponsor-wide assets grew 42.4%, from $31M to $44M.
Where does Lake Forest Academy Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Lake Forest Academy Defined Contribution Plan ranks in the 82nd 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 Lake Forest Academy Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is Oaks Integrated Care, Inc. 403(b) Plan in NJ ($37M, 105 participants).
Which Other plans cover a similar participant headcount to Lake Forest Academy Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is The American School in London Foundation 403(b) Retirement Plan in NJ (125 participants, $58M 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 362216167.

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.