Other · DOL Form 5500 · 2023
Lurie Children's Surgical Foundation, Inc. Retirement Plan
Data updated 2026-08-25
- $97M
- Total assets Below avg plan size
- 128
- Participants Small participant base
- 91st
- Percentile by assets National rank
- $758,461
- Avg per participant High balance/head
Official DOL plan name: Lurie Children's Surgical Foundation, Inc. Retirement Plan · Sponsored by Lurie Children's Surgical Foundation, Inc. · Illinois · Other Services
$97M in assets, 128 participants
Lurie Children's Surgical Foundation, Inc.'s Lurie Children's Surgical Foundation, Inc. Retirement Plan reported $97M in total assets and 128 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.
- #7,599 in Other Services (7,857 peers)
Coverage in Illinois
Lurie Children's Surgical Foundation, Inc. Retirement Plan covers 128 participants in Illinois, about 16% of the average Illinois filer (state average ~779 per filing). Assets: $97M.
- #7,599
- in Other Services (7,857 peers)
- +2.5%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Lurie Children's Surgical Foundation, Inc. Retirement Plan's outsized position by total assets
Lurie Children's Surgical Foundation, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$97,083,052 Top 9% higher than 91% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Lurie Children's Surgical Foundation, Inc. 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. Lurie Children's Surgical Foundation, Inc. Retirement Plan sits mid-pack in the medium band (128 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lurie Children's Surgical Foundation, Inc. Retirement Plan reported net income rose from -$15M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Lurie Children's Surgical Foundation, Inc. Retirement Plan reported participants rose from 121 in the plan year 2022 filing to 128 in the plan year 2023 filing.
- Lurie Children's Surgical Foundation, Inc. Retirement Plan end-of-year assets rose from $95M in the plan year 2022 filing to $97M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 831650513 · Lurie Children's Surgical Foundation, Inc. PY 2023 · Other
Lurie Children's Surgical Foundation, Inc. Retirement Plan · $97M · 128 · 91st
- 5500 $97M
- ASSETS 128
- PCT 91st
- EIN Other
- RANK near St. Mary's Healthcare System for Children, Inc. 403(b) Retirement Plan
- PHOTO ind #7599
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 Other Services retirement plans → · Plans in Illinois →
Lurie Children's Surgical Foundation, Inc. Retirement Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $95M |
|---|---|
| Net Assets (End of Year) | $97M |
| Net Income | $2M |
| Employer EIN | 831650513 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lurie Children's Surgical Foundation, Inc.)
Sponsor-wide plan assets over time
All Lurie Children's Surgical Foundation, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $109M 15.424310575448672% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 121 | $95M |
| 2023 | 1 | 128 | $97M |
| 2024 | 2 | 190 | $109M |
Nearby Other Plans in Illinois
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwestern University Retirement Plan $4.0B · 9,440
- The University of Chicago Contributory Retirement Plan $3.5B · 4,796
- Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees $2.0B · 13,705
- The University of Chicago Supplemental Retirement Plan $1.7B · 8,254
- Argonne National Laboratory 403(b) Employee Retirement Plan $1.6B · 3,798
Lurie Children's Surgical Foundation, Inc. Retirement Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is St. Mary's Healthcare System for Children, Inc. 403(b) Retirement Plan in NY ($97M); by covered participants it is Southern Mississippi Planning and Development District 403(b) Plan in MS (128 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($97M here).
Similar participant headcount
Nearest other-state filings by covered participants (128 participants); asset peers above are excluded.
- Southern Mississippi Planning and Development District 403(b) Plan (MS) 128 · 0 off
- Intellisurvey 401(k) Plan (CA) 128 · 0 off
- Marin Academy Defined Contribution Retirement Plan (CA) 128 · 0 off
- Johns Hopkins University Tax Sheltered Annuity Program for Former Employees of Johns Hopkins Bayview Physicians (MD) 128 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.