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
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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

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

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.

See the national 2022→2023 release diff →

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

Ceres - 403(b) DC Plan$22MThe John Thomas Dye 403(b) PlanThe John Thomas Dye 403(b) P…$22MLewis University 403(b) Defined Contribution Retirement PlanLewis University 403(b) Defi…$22MRiverview School, Inc. 403(b) Retirement PlanRiverview School, Inc. 403(b…$22MH. B. Magruder Memorial Hospital 403(b) PlanH. B. Magruder Memorial Hosp…$22M
End-of-year total assets ($M) among Lewis University 403(b) Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$22M
Net Income$4M
Employer EIN362167773
Plan Effective Date2017-08-01
Filing StatusFILING 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
$15M$20M$25M$30M 202220232024 $17.7M $26.8M ▲ +51.4%
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.

Lewis University 403(b) Defined Contribution Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Lewis University 403(b) Defined Contribution Retirement Plan, Total assets ($B): 0.022119939 · Participants: 380Lewis University 403(b) Defined Contribution 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
Lewis University 403(b) Defined Contribution Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants

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).

Similar participant headcount

Nearest other-state filings by covered participants (380 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 Lewis University 403(b) Defined Contribution Retirement Plan assets move in 2023?
Lewis University 403(b) Defined Contribution Retirement Plan grew sharply - up 24.8% during 2023, from $18M to $22M. Reported net income was $4M.
How have Lewis University plan assets changed over time?
Across 3 plan years on file (2022-2024), Lewis University's sponsor-wide assets grew 51.4%, from $18M to $27M.
Which Other plans are similar in size to Lewis University 403(b) Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by assets is Riverview School, Inc. 403(b) Retirement Plan in MA ($22M, 293 participants).
Which Other plans cover a similar participant headcount to Lewis University 403(b) Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by covered participants is The Hotchkiss School 403(b) Retirement Plan in CT (380 participants, $167M in assets).