Other · DOL Form 5500 · 2023

Rockford University Retirement Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
241
Participants Below avg headcount
81st
Percentile by assets National rank
$145,407
Avg per participant Above avg balance/head
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Official DOL plan name: Rockford University Retirement Savings Plan · Sponsored by Rockford University · Illinois · Educational Services

$35M in assets, 241 participants

Rockford University's Rockford University Retirement Savings Plan reported $35M in total assets and 241 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #2,513 in Educational Services (3,735 peers)

Coverage in Illinois

Rockford University Retirement Savings Plan covers 241 participants in Illinois, about 31% of the average Illinois filer (state average ~779 per filing). Assets: $35M.

#2,513
in Educational Services (3,735 peers)
+7.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Rockford University Retirement Savings Plan's outsized position by total assets

Rockford University Retirement Savings Plan vs every filed plan by assets

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

$35,043,195 Top 19% higher than 81% 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

Rockford University Retirement Savings 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. Rockford University Retirement Savings Plan sits mid-pack in the medium band (241 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rockford University Retirement Savings Plan reported net income rose from -$8M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Rockford University Retirement Savings Plan end-of-year assets rose from $33M in the plan year 2022 filing to $35M in the plan year 2023 filing.
  • Rockford University Retirement Savings Plan reported participants fell from 252 in the plan year 2022 filing to 241 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 362167842 · Rockford University PY 2023 · Other

Rockford University Retirement Savings Plan · $35M · 241 · 81st

  • RANK $35M
  • RANK 241
  • RANK 81st
  • RANK Other
  • RANK near Episcopal School of Jacksonville Defined Contribution Retirement Plan
  • RANK ind #2513

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 →

Rockford University Retirement Savings Plan in the asset neighbourhood

The Fay School Defined Contribution Retirement PlanThe Fay School Defined Contr…$35MChildserve Employee Retirement PlanChildserve Employee Retireme…$35MExcelsior University Supplemental 403(b) PlanExcelsior University Supplem…$35MEpiscopal School of Jacksonville Defined Contribution Retirement PlanEpiscopal School of Jacksonv…$35MRockford University Retirement Savings PlanRockford University Retireme…$35M
End-of-year total assets ($M) among Rockford University Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$35M
Net Income$2M
Employer EIN362167842
Plan Effective Date1940-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rockford University)

Sponsor-wide plan assets over time

All Rockford University plans reported in each filing year

Latest sponsor-wide plan assets
$37M 14.799973624150406% vs 2022
2024 filing year
$32M$34M$36M$38M 202220232024 $32.6M $37.4M ▲ +14.8%
Year Plans Participants Total Assets
2022 1 252 $33M
2023 1 241 $35M
2024 1 271 $37M

Nearby Other Plans in Illinois

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

Rockford University Retirement Savings Plan vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Rockford University Retirement Savings Plan, Total assets ($B): 0.035043195 · Participants: 241Rockford University Retirement Savings 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
Rockford University Retirement Savings Plan vs. nearby Other plans in Illinois, assets vs. participants
Compare Rockford University Retirement Savings Plan side-by-side with 3 peers →

Rockford University Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside Illinois, the nearest Other by assets is Episcopal School of Jacksonville Defined Contribution Retirement Plan in FL ($35M); by covered participants it is Clark Retirement Community 403(b) Savings & in MI (241 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (241 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 Rockford University Retirement Savings Plan assets move in 2023? ▼
Rockford University Retirement Savings Plan grew at a solid clip - up 7.6% during 2023, from $33M to $35M. Reported net income was $2M.
How have Rockford University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rockford University's sponsor-wide assets grew 14.8%, from $33M to $37M.
Where does Rockford University Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Rockford University Retirement Savings Plan ranks in the 81st 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 Rockford University Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is Episcopal School of Jacksonville Defined Contribution Retirement Plan in FL ($35M, 276 participants).
Which Other plans cover a similar participant headcount to Rockford University Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Clark Retirement Community 403(b) Savings & in MI (241 participants, N/A 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 362167842.

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.