Other · DOL Form 5500 · 2023
Endeavor Health Clinical Operations Retirement Plan
Data updated 2026-08-11
- $2.0B
- Total assets
- 13,705
- Participants
- 99th
- Percentile by assets
- $146,322
- Avg per participant
Official DOL plan name: Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees · Sponsored by Endeavor Health Clinical Operations · Illinois · Healthcare & Social Assistance
$2.0B in assets, 13,705 participants
Endeavor Health Clinical Operations's Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees reported $2.0B in total assets and 13,705 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 127,072 plans)
- #17,588 in Healthcare & Social Assistance (17,684 peers)
Coverage in Illinois
Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees covers 13,705 participants in Illinois, 18x the typical Illinois plan (state average ~779 per filing). Assets: $2.0B.
- $2.0B
- total plan assets (2023 EOY)
- 13,705
- covered participants
- 99th
- percentile by assets (of 127,072 plans)
- $146,322
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees reported net income rose from -$315M in the plan year 2022 filing to $246M in the plan year 2023 filing.
- Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees end-of-year assets rose from $1.8B in the plan year 2022 filing to $2.0B in the plan year 2023 filing.
- Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees reported participants rose from 13,159 in the plan year 2022 filing to 13,705 in the plan year 2023 filing.
Participants vs Illinois filers
In Illinois, the average filing covers about 779 participants across 5,745 plans. Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees reports 13,705 participants - 18x that state average ($2.0B EOY assets).
Illinois filing particulars
| Total Assets (Beginning of Year) | $1.8B |
|---|---|
| Net Assets (End of Year) | $2.0B |
| Net Income | $246M |
| Employer EIN | 362167060 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Endeavor Health Clinical Operations)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 21,729 | $2.2B |
| 2023 | 4 | 21,734 | $2.2B |
| 2024 | 2 | 14,846 | $2.1B |
Nearby Other Plans in Illinois
Peer Other plans, same state, same plan type, ranked by total assets.
Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees vs. nearby Other plans in Illinois, assets vs. participants
- Northwestern University Retirement Plan $4.0B · 9,440
- The University of Chicago Contributory Retirement Plan $3.5B · 4,796
- The University of Chicago Supplemental Retirement Plan $1.7B · 8,254
- Argonne National Laboratory 403(b) Employee Retirement Plan $1.6B · 3,798
- Rush University Medical Center 403(b) Retirement Savings Plan $1.5B · 12,975
Scale composition for Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees
Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees reports $2.0B in end-of-year assets across 13,705 participants (0.016% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.015% of 93,925,755 covered participants) - about $146,322 per participant (1.1x the national average assets-per-participant) . Net income for plan year 2023 was $246M.
This plan identity (EIN 362167060, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.8B to $2.1B (+18.6%) while covered participants moved from 13,159 to 13,718 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 13,159 | $1.8B | Open filing |
| 2023 | 13,705 | $2.0B | This page |
| 2024 · index core | 13,718 | $2.1B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees (Other, $2.1B, 13,718 participants)
Similar-Sized Other Plans Nationally
Other plans in other states closest to Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees by total assets, not by location.
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan (CT) $2.0B · 22,121
- Weill Cornell Medical College Retirement Plan for Faculty and Exempt Employees (NY) $2.0B · 5,272
- Supplemental Retirement Annuity Plan of the University of Pennsylvania (PA) $2.0B · 25,712
- Caltech Voluntary Retirement Plan (CA) $2.0B · 8,281
Frequently Asked Questions
How did Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees assets move in 2023? ▼
How have Endeavor Health Clinical Operations plan assets changed over time? ▼
Where does Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees? ▼
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Filing takeaways
Ways to act on Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees's numbers.
- By total assets, Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Illinois. Compare plans
- Endeavor Health Clinical Operations's sponsor-wide assets have declined 3.5% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans