Other · DOL Form 5500 · 2023

Endeavor Health Clinical Operations Retirement Plan

Data updated 2026-08-25

$2.0B
Total assets Very large vs avg
13,705
Participants Very large workforce
99th
Percentile by assets National rank
$146,322
Avg per participant Above avg balance/head
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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.

  • #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.

#17,588
in Healthcare & Social Assistance (17,684 peers)
+14.0%
assets growth YoY
20×
vs typical plan assets (national mean)

Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees's outsized position by total assets

Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees vs every filed plan by assets

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

$2,005,336,202 Top 1% higher than 99% 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

Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees is a mega filing (13,705 participants), the rightmost band on the breakdown.

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.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 362167060 · Endeavor Health Clinical Operations PY 2023 · Other

Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees · $2.0B · 13,705 · 99th

  • BOOK $2.0B
  • VS-ST 13,705
  • BOY 99th
  • SCH Other
  • EBSA near Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan
  • PART ind #17588

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 →

Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees in the asset neighbourhood

Caltech Voluntary Retirement PlanCaltech Voluntary Retirement…$2.0BEndeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem EmployeesEndeavor Health Legacy 403(b…$2.0BYale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity PlanYale-New Haven Hospital and …$2.0BWeill Cornell Medical College Retirement Plan for Faculty and Exempt EmployeesWeill Cornell Medical Colleg…$2.0BSupplemental Retirement Annuity Plan of the University of PennsylvaniaSupplemental Retirement Annu…$2.0B
End-of-year total assets ($B) among Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$1.8B
Net Assets (End of Year)$2.0B
Net Income$246M
Employer EIN362167060
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Endeavor Health Clinical Operations)

Sponsor-wide plan assets over time

All Endeavor Health Clinical Operations plans reported in each filing year

Latest sponsor-wide plan assets
$2.1B 3.469632951949232% vs 2022
2024 filing year
$2.05B$2.1B$2.15B$2.2B$2.25B 202220232024 $2.16B $2.09B ▼ -3.2%
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 Scatter plot of 6 data points. 050001000015000 12345 Total assets ($B) Participants Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees, Total assets ($B): 2.005336202 · Participants: 13705Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem EmployeesNorthwestern 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 PlanThe 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 PlanRush University Medical Center 403(b) Retirement Savings Plan, Total assets ($B): 1.520948198 · Participants: 12975Rush University Medical Center 403(b) Retirement Savings Plan
Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees vs. nearby Other plans in Illinois, assets vs. participants
Compare Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees side-by-side with 3 peers →

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's out-of-state Other peers by assets and headcount

Outside Illinois, the nearest Other by assets is Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan in CT ($2.0B); by covered participants it is Main Line Health, Inc. Retirement Savings Plan in PA (13,659 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13,705 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 Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees assets move in 2023? ▼
Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees grew at a solid clip - up 14.0% during 2023, from $1.8B to $2.0B. Reported net income was $246M.
How have Endeavor Health Clinical Operations plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Endeavor Health Clinical Operations's sponsor-wide assets declined 3.5%, from $2.2B to $2.1B.
Where does Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees rank by assets among Form 5500 filers? ▼
Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Other plans are similar in size to Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees? ▼
Among Other plans in other states, the closest by assets is Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan in CT ($2.0B, 22,121 participants).
Which Other plans cover a similar participant headcount to Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees? ▼
Among Other plans in other states, the closest by covered participants is Main Line Health, Inc. Retirement Savings Plan in PA (13,659 participants, $1.5B 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 362167060.

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.