Other · DOL Form 5500 · 2023

Wesley Willows Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
281
Participants Below avg headcount
48th
Percentile by assets National rank
$21,097
Avg per participant Low balance/head
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Official DOL plan name: Wesley Willows Retirement Plan · Sponsored by Wesley Willows · Illinois · Healthcare & Social Assistance

$6M in assets, 281 participants

Wesley Willows's Wesley Willows Retirement Plan reported $6M in total assets and 281 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #9,257 in Healthcare & Social Assistance (17,684 peers)

Coverage in Illinois

Wesley Willows Retirement Plan covers 281 participants in Illinois, about 36% of the average Illinois filer (state average ~779 per filing). Assets: $6M.

#9,257
in Healthcare & Social Assistance (17,684 peers)
+19.8%
assets growth YoY

Wesley Willows Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Wesley Willows Retirement Plan vs every filed plan by assets

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

$5,928,372 48th percentile higher than 48% 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

Wesley Willows 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. Wesley Willows Retirement Plan sits mid-pack in the medium band (281 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wesley Willows Retirement Plan reported net income rose from -$409K in the plan year 2022 filing to $973K in the plan year 2023 filing.
  • Wesley Willows Retirement Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 362540488 · Wesley Willows PY 2023 · Other

Wesley Willows Retirement Plan · $6M · 281 · 48th

  • RANK $6M
  • RANK 281
  • RANK 48th
  • RANK Other
  • RANK near Family Development Services Inc. 403b Retirement Plan
  • RANK ind #9257

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 Healthcare & Social Assistance retirement plans → · Plans in Illinois →

Wesley Willows Retirement Plan in the asset neighbourhood

Wesley Willows Retirement PlanWesley Willows Retirement Pl…$6MFamily Development Services Inc. 403b Retirement PlanFamily Development Services …$6MThe Mariners' Museum 403(b) PlanThe Mariners' Museum 403(b) …$6MNational Center for Families Learning, Inc. Retirement PlanNational Center for Families…$6MBay Area Community Services 403(b) PlanBay Area Community Services …$6M
End-of-year total assets ($M) among Wesley Willows Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$973K
Employer EIN362540488
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wesley Willows)

Sponsor-wide plan assets over time

All Wesley Willows plans reported in each filing year

Latest sponsor-wide plan assets
$6M 20.353708358919057% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.95M $5.96M ▲ +20.4%
Year Plans Participants Total Assets
2022 1 283 $5M
2023 1 281 $6M
2024 1 293 $6M

Nearby Other Plans in Illinois

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

Wesley Willows Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Wesley Willows Retirement Plan, Total assets ($B): 0.005928372 · Participants: 281Wesley Willows 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
Wesley Willows Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants
Compare Wesley Willows Retirement Plan side-by-side with 3 peers →

Wesley Willows Retirement Plan's out-of-state Other peers by assets and headcount

Outside Illinois, the nearest Other by assets is Family Development Services Inc. 403b Retirement Plan in IN ($6M); by covered participants it is Albuquerque Academy Retirement Plan in NM (281 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (281 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 Wesley Willows Retirement Plan assets move in 2023? ▼
Wesley Willows Retirement Plan grew sharply - up 19.8% during 2023, from $5M to $6M. Reported net income was $973K.
How have Wesley Willows plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wesley Willows's sponsor-wide assets grew 20.4%, from $5M to $6M.
Which Other plans are similar in size to Wesley Willows Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Family Development Services Inc. 403b Retirement Plan in IN ($6M, 255 participants).
Which Other plans cover a similar participant headcount to Wesley Willows Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Albuquerque Academy Retirement Plan in NM (281 participants, $80M 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 362540488.

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.