Other · DOL Form 5500 · 2023

Mckendree University Retirement Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
231
Participants Below avg headcount
87th
Percentile by assets National rank
$264,631
Avg per participant High balance/head
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Official DOL plan name: Mckendree University Retirement Plan · Sponsored by Mckendree University · Illinois · Educational Services

$61M in assets, 231 participants

Mckendree University's Mckendree University Retirement Plan reported $61M in total assets and 231 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #2,904 in Educational Services (3,735 peers)

Coverage in Illinois

Mckendree University Retirement Plan covers 231 participants in Illinois, about 30% of the average Illinois filer (state average ~779 per filing). Assets: $61M.

#2,904
in Educational Services (3,735 peers)
+9.7%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Mckendree University Retirement Plan's outsized position by total assets

Mckendree University Retirement Plan vs every filed plan by assets

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

$61,129,858 Top 13% higher than 87% 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

Mckendree University 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. Mckendree University Retirement Plan sits mid-pack in the medium band (231 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mckendree University Retirement Plan reported net income rose from -$11M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Mckendree University Retirement Plan reported participants fell from 493 in the plan year 2022 filing to 231 in the plan year 2023 filing.
  • Mckendree University Retirement Plan end-of-year assets rose from $56M in the plan year 2022 filing to $61M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 370661219 · Mckendree University PY 2023 · Other

Mckendree University Retirement Plan · $61M · 231 · 87th

  • PART $61M
  • TYPE 231
  • NET 87th
  • BOOK Other
  • VS-ST near St. Bernards School Employee Retirement Plan
  • BOY ind #2904

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 →

Mckendree University Retirement Plan in the asset neighbourhood

St. Bernards School Employee Retirement PlanSt. Bernards School Employee…$61MTiaa-Cref Retirement Plan for All Employees of Berkshire SchoolTiaa-Cref Retirement Plan fo…$61MMckendree University Retirement PlanMckendree University Retirem…$61MBrooks School DC Retirement PlanBrooks School DC Retirement …$61MJdrf International 403b Retirement Savings PlanJdrf International 403b Reti…$61M
End-of-year total assets ($M) among Mckendree University Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$56M
Net Assets (End of Year)$61M
Net Income$5M
Employer EIN370661219
Plan Effective Date1958-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mckendree University)

Sponsor-wide plan assets over time

All Mckendree University plans reported in each filing year

Latest sponsor-wide plan assets
$62M 12.167453115616988% vs 2022
2024 filing year
$55M$60M$65M 202220232024 $55.7M $62.5M ▲ +12.2%
Year Plans Participants Total Assets
2022 1 493 $56M
2023 1 231 $61M
2024 1 239 $62M

Nearby Other Plans in Illinois

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

Mckendree University Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Mckendree University Retirement Plan, Total assets ($B): 0.061129858 · Participants: 231Mckendree University 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
Mckendree University Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants
Compare Mckendree University Retirement Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest Other by assets is St. Bernards School Employee Retirement Plan in NY ($61M); by covered participants it is University of Nebraska Foundation Defined Contribution Retirement Plan in NE (231 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (231 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 Mckendree University Retirement Plan assets move in 2023? ▼
Mckendree University Retirement Plan grew at a solid clip - up 9.7% during 2023, from $56M to $61M. Reported net income was $5M.
How have Mckendree University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mckendree University's sponsor-wide assets grew 12.2%, from $56M to $62M.
Where does Mckendree University Retirement Plan rank by assets among Form 5500 filers? ▼
Mckendree University Retirement Plan ranks in the 87th 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 Mckendree University Retirement Plan? ▼
Among Other plans in other states, the closest by assets is St. Bernards School Employee Retirement Plan in NY ($61M, 101 participants).
Which Other plans cover a similar participant headcount to Mckendree University Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is University of Nebraska Foundation Defined Contribution Retirement Plan in NE (231 participants, $57M 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 370661219.

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.