Other · DOL Form 5500 · 2023

Elgin Academy Retirement Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
69
Participants Small participant base
61st
Percentile by assets National rank
$162,238
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Elgin Academy Defined Contribution Retirement Plan · Sponsored by Elgin Academy · Illinois · Educational Services

$11M in assets, 69 participants

Elgin Academy's Elgin Academy Defined Contribution Retirement Plan reported $11M in total assets and 69 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #1,651 in Educational Services (3,735 peers)

What the 2023 filing shows

Elgin Academy Defined Contribution Retirement Plan holds $11M for 69 participants - about $162,238 per participant, above the median plan by assets.

#1,651
in Educational Services (3,735 peers)
+6.8%
assets growth YoY

Elgin Academy Defined Contribution Retirement Plan's mid-pack asset rank among Educational Services and all filers

Elgin Academy Defined Contribution Retirement Plan vs every filed plan by assets

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

$11,194,441 Top 39% higher than 61% 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

Elgin Academy Defined Contribution Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Elgin Academy Defined Contribution Retirement Plan is a small filing (69 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Elgin Academy Defined Contribution Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $717K in the plan year 2023 filing.
  • Elgin Academy Defined Contribution Retirement Plan reported participants rose from 61 in the plan year 2022 filing to 69 in the plan year 2023 filing.
  • Elgin Academy Defined Contribution Retirement Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 362205984 · Elgin Academy PY 2023 · Other

Elgin Academy Defined Contribution Retirement Plan · $11M · 69 · 61st

  • RANK $11M
  • PHOTO 69
  • IND 61st
  • EOY Other
  • 5500 near 403(b) Thrift Plan of the Handicapped Children S Association of Southern New York, Inc.
  • ASSETS ind #1651

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 →

Elgin Academy Defined Contribution Retirement Plan in the asset neighbourhood

Western Reserve Academy Employee Retirement PlanWestern Reserve Academy Empl…$11MNortheast Ohio Neighborhood Health Services, Inc. Tax Sheltered Annuity PlanNortheast Ohio Neighborhood …$11MElgin Academy Defined Contribution Retirement PlanElgin Academy Defined Contri…$11M403(b) Thrift Plan of the Handicapped Children S Association of Southern New York, Inc.403(b) Thrift Plan of the Ha…$11MMrci 403(b) Plan$11M
End-of-year total assets ($M) among Elgin Academy Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$717K
Employer EIN362205984
Plan Effective Date1969-09-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Elgin Academy)

Sponsor-wide plan assets over time

All Elgin Academy plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$5M$10M$15M 202220232024 $10.5M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 61 $10M
2023 1 69 $11M
2024 1 68 N/A

Nearby Other Plans in Illinois

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

Elgin Academy Defined Contribution Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Elgin Academy Defined Contribution Retirement Plan, Total assets ($B): 0.011194441 · Participants: 69Elgin Academy Defined Contribution 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
Elgin Academy Defined Contribution Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants

Elgin Academy Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Illinois, the nearest Other by assets is 403(b) Thrift Plan of the Handicapped Children S Association of Southern New York, Inc. in NY ($11M); by covered participants it is Urban Corps of San Diego County 403(b) Plan in CA (69 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (69 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 Elgin Academy Defined Contribution Retirement Plan assets move in 2023?
Elgin Academy Defined Contribution Retirement Plan grew at a solid clip - up 6.8% during 2023, from $10M to $11M. Reported net income was $717K.
Which Other plans are similar in size to Elgin Academy Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan of the Handicapped Children S Association of Southern New York, Inc. in NY ($11M, 309 participants).
Which Other plans cover a similar participant headcount to Elgin Academy Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by covered participants is Urban Corps of San Diego County 403(b) Plan in CA (69 participants, $915K in assets).