401(k) · DOL Form 5500 · 2023
Illinois Education Association 401(k) Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 106
- Participants Small participant base
- 78th
- Percentile by assets National rank
- $258,411
- Avg per participant Above avg balance/head
Official DOL plan name: Illinois Education Association Professional Staff 401(k) Plan · Sponsored by Illinois Education Association · Illinois · Other Services
$27M in assets, 106 participants
Illinois Education Association's Illinois Education Association Professional Staff 401(k) Plan reported $27M in total assets and 106 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.
- #6,977 in Other Services (7,857 peers)
Coverage in Illinois
Illinois Education Association Professional Staff 401(k) Plan covers 106 participants in Illinois, about 14% of the average Illinois filer (state average ~779 per filing). Assets: $27M.
- #6,977
- in Other Services (7,857 peers)
- +14.0%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Illinois Education Association Professional Staff 401(k) Plan's outsized position by total assets
Illinois Education Association Professional Staff 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$27,391,582 Top 22% higher than 78% 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
Illinois Education Association Professional Staff 401(k) 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. Illinois Education Association Professional Staff 401(k) Plan sits mid-pack in the medium band (106 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Illinois Education Association Professional Staff 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Illinois Education Association Professional Staff 401(k) Plan end-of-year assets rose from $24M in the plan year 2022 filing to $27M in the plan year 2023 filing.
- Illinois Education Association Professional Staff 401(k) Plan reported participants rose from 103 in the plan year 2022 filing to 106 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 370343490 · Illinois Education Association PY 2023 · 401(k)
Illinois Education Association Professional Staff 401(k) Plan · $27M · 106 · 78th
- EBSA $27M
- PART 106
- TYPE 78th
- NET 401(k)
- BOOK near Tonneson & Company, PC. 401(k) Profit Sharing Retirement Plan
- VS-ST ind #6977
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 →
Illinois Education Association Professional Staff 401(k) Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $4M |
| Employer EIN | 370343490 |
| Plan Effective Date | 1997-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Illinois Education Association)
Sponsor-wide plan assets over time
All Illinois Education Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $209M 9.654280882001688% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 305 | $190M |
| 2023 | 2 | 225 | $187M |
| 2024 | 2 | 225 | $209M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
Illinois Education Association Professional Staff 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Tonneson & Company, PC. 401(k) Profit Sharing Retirement Plan in MA ($27M); by covered participants it is Interfolio 401(k) P/S Plan in DC (106 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
Similar participant headcount
Nearest other-state filings by covered participants (106 participants); asset peers above are excluded.
- Interfolio 401(k) P/S Plan (DC) 106 · 0 off
- Austin Retina Associates 401(k) Profit Sharing Plan (TX) 106 · 0 off
- Amerisci Group 401(k) Retirement Plan (VA) 106 · 0 off
- Viacyte, Inc. 401(k) Plan (CA) 106 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.