Other · DOL Form 5500 · 2023
National Louis University Retirement Plan
Data updated 2026-08-25
- $130M
- Total assets Near avg plan size
- 586
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $221,353
- Avg per participant Above avg balance/head
Official DOL plan name: National Louis University Retirement Plan · Sponsored by National Louis University · Illinois · Educational Services
$130M in assets, 586 participants
National Louis University's National Louis University Retirement Plan reported $130M in total assets and 586 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #3,281 in Educational Services (3,735 peers)
Where National Louis University Retirement Plan sits by assets
National Louis University Retirement Plan sits in the top 10% of all filed plans by assets, $130M for 586 participants (~$221,353/participant), up 10.2% in 2023.
- #3,281
- in Educational Services (3,735 peers)
- +10.2%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
National Louis University Retirement Plan's outsized position by total assets
National Louis University Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$129,713,063 Top 7% higher than 93% 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
National Louis 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. National Louis University Retirement Plan sits mid-pack in the medium band (586 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- National Louis University Retirement Plan reported net income rose from -$20M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- National Louis University Retirement Plan end-of-year assets rose from $118M in the plan year 2022 filing to $130M in the plan year 2023 filing.
- National Louis University Retirement Plan reported participants rose from 559 in the plan year 2022 filing to 586 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 362167804 · National Louis University PY 2023 · Other
National Louis University Retirement Plan · $130M · 586 · 93rd
- RANK $130M
- PHOTO 586
- IND 93rd
- EOY Other
- 5500 near Uma Supplemental 403(b) Plan
- ASSETS ind #3281
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 →
National Louis University Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $118M |
|---|---|
| Net Assets (End of Year) | $130M |
| Net Income | $12M |
| Employer EIN | 362167804 |
| Plan Effective Date | 1960-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (National Louis University)
Sponsor-wide plan assets over time
All National Louis University plans reported in each filing year
- Latest sponsor-wide plan assets
- $144M 22.47046356835465% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 559 | $118M |
| 2023 | 1 | 586 | $130M |
| 2024 | 1 | 605 | $144M |
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
National Louis University Retirement Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Uma Supplemental 403(b) Plan in SC ($130M); by covered participants it is The Queen's Health Systems Retirement Plus Plan in HI (587 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($130M here).
- Uma Supplemental 403(b) Plan (SC) $130M · 2,514
- American Physical Society Defined Contribution and Tax Deferred Annuity Retirement Plan (MD) $130M · 317
- The College of Saint Rose 403(b) Retirement Plan (NY) $129M · 478
- Highland Retirement Plan (NY) $130M · 4,128
Similar participant headcount
Nearest other-state filings by covered participants (586 participants); asset peers above are excluded.
- The Queen's Health Systems Retirement Plus Plan (HI) 587 · 1 off
- Cbwchc 403(b) Plan (NY) 585 · 1 off
- Public Broadcasting Service Defined Contribution Retirement Plan (VA) 585 · 1 off
- The Jewish Federation of Omaha 403(b) Retirement Plan (NE) 584 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.