Other · DOL Form 5500 · 2023
Lewis University Retirement Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 380
- Participants Below avg headcount
- 74th
- Percentile by assets National rank
- $58,210
- Avg per participant Low balance/head
Official DOL plan name: Lewis University 403(b) Defined Contribution Retirement Plan · Sponsored by Lewis University · Illinois · Educational Services
$22M in assets, 380 participants
Lewis University's Lewis University 403(b) Defined Contribution Retirement Plan reported $22M in total assets and 380 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.
- #2,159 in Educational Services (3,735 peers)
Coverage in Illinois
Lewis University 403(b) Defined Contribution Retirement Plan covers 380 participants in Illinois, about 49% of the average Illinois filer (state average ~779 per filing). Assets: $22M.
- #2,159
- in Educational Services (3,735 peers)
- +24.8%
- assets growth YoY
Lewis University 403(b) Defined Contribution Retirement Plan's outsized position by total assets
Lewis University 403(b) Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$22,119,939 Top 26% higher than 74% 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
Lewis University 403(b) Defined Contribution 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. Lewis University 403(b) Defined Contribution Retirement Plan sits mid-pack in the medium band (380 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lewis University 403(b) Defined Contribution Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Lewis University 403(b) Defined Contribution Retirement Plan end-of-year assets rose from $18M in the plan year 2022 filing to $22M in the plan year 2023 filing.
- Lewis University 403(b) Defined Contribution Retirement Plan reported participants rose from 372 in the plan year 2022 filing to 380 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 362167773 · Lewis University PY 2023 · Other
Lewis University 403(b) Defined Contribution Retirement Plan · $22M · 380 · 74th
- EOY $22M
- EOY 380
- EOY 74th
- EOY Other
- EOY near Riverview School, Inc. 403(b) Retirement Plan
- EOY ind #2159
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 →
Lewis University 403(b) Defined Contribution Retirement Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $4M |
| Employer EIN | 362167773 |
| Plan Effective Date | 2017-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lewis University)
Sponsor-wide plan assets over time
All Lewis University plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 51.38849943797792% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 372 | $18M |
| 2023 | 1 | 380 | $22M |
| 2024 | 1 | 419 | $27M |
Nearby Other Plans in Illinois
Peer Other plans, same state, same plan type, ranked by total assets.
- 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
Lewis University 403(b) Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Riverview School, Inc. 403(b) Retirement Plan in MA ($22M); by covered participants it is The Hotchkiss School 403(b) Retirement Plan in CT (380 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- Riverview School, Inc. 403(b) Retirement Plan (MA) $22M · 293
- The John Thomas Dye 403(b) Plan (CA) $22M · 97
- H. B. Magruder Memorial Hospital 403(b) Plan (OH) $22M · 409
- Ceres - 403(b) DC Plan (MA) $22M · 204
Similar participant headcount
Nearest other-state filings by covered participants (380 participants); asset peers above are excluded.
- The Hotchkiss School 403(b) Retirement Plan (CT) 380 · 0 off
- Opportunity Council 403(b) Plan (WA) 380 · 0 off
- Episcopal Community Services of San Francisco, Inc. Retirement Plan (CA) 380 · 0 off
- Casey Family Programs 403(b) Plan (WA) 379 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.