Other · DOL Form 5500 · 2023

Transitions of Western Illinois, Inc. Retirement Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
226
Participants Below avg headcount
57th
Percentile by assets National rank
$40,415
Avg per participant Low balance/head
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Official DOL plan name: Transitions of Western Illinois 403(b) Retirement Plan · Sponsored by Transitions of Western Illinois, Inc. · Illinois · Healthcare & Social Assistance

$9M in assets, 226 participants

Transitions of Western Illinois, Inc.'s Transitions of Western Illinois 403(b) Retirement Plan reported $9M in total assets and 226 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #11,016 in Healthcare & Social Assistance (17,684 peers)

Coverage in Illinois

Transitions of Western Illinois 403(b) Retirement Plan covers 226 participants in Illinois, about 29% of the average Illinois filer (state average ~779 per filing). Assets: $9M.

#11,016
in Healthcare & Social Assistance (17,684 peers)
+18.2%
assets growth YoY

Transitions of Western Illinois 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Transitions of Western Illinois 403(b) Retirement Plan vs every filed plan by assets

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

$9,133,812 Top 43% higher than 57% 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

Transitions of Western Illinois 403(b) 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. Transitions of Western Illinois 403(b) Retirement Plan sits mid-pack in the medium band (226 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Transitions of Western Illinois 403(b) Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Transitions of Western Illinois 403(b) Retirement Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Transitions of Western Illinois 403(b) Retirement Plan reported participants fell from 256 in the plan year 2022 filing to 226 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 370971282 · Transitions of Western Illinois, Inc. PY 2023 · Other

Transitions of Western Illinois 403(b) Retirement Plan · $9M · 226 · 57th

  • EBSA $9M
  • EBSA 226
  • EBSA 57th
  • EBSA Other
  • EBSA near Community Action, Inc. Tax Sheltered Annuity Plan
  • EBSA ind #11016

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 →

Transitions of Western Illinois 403(b) Retirement Plan in the asset neighbourhood

Baker College Professional Services 403(b) PlanBaker College Professional S…$9MMmhc Employee Retirement Savings ProgramMmhc Employee Retirement Sav…$9MLaborers' International Union of North America Local Union No. 616 DC Retirement PlanLaborers' International Unio…$9MTransitions of Western Illinois 403(b) Retirement PlanTransitions of Western Illin…$9MCommunity Action, Inc. Tax Sheltered Annuity PlanCommunity Action, Inc. Tax S…$9M
End-of-year total assets ($M) among Transitions of Western Illinois 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN370971282
Plan Effective Date1963-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Transitions of Western Illinois, Inc.)

Sponsor-wide plan assets over time

All Transitions of Western Illinois, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 38.90443939387274% vs 2022
2024 filing year
$7M$8M$9M$10M$11M$12M 202220232024 $7.73M $10.7M ▲ +38.9%
Year Plans Participants Total Assets
2022 1 256 $8M
2023 1 226 $9M
2024 1 241 $11M

Nearby Other Plans in Illinois

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

Transitions of Western Illinois 403(b) Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Transitions of Western Illinois 403(b) Retirement Plan, Total assets ($B): 0.009133812 · Participants: 226Transitions of Western Illinois 403(b) 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
Transitions of Western Illinois 403(b) Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants
Compare Transitions of Western Illinois 403(b) Retirement Plan side-by-side with 3 peers →

Transitions of Western Illinois 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Illinois, the nearest Other by assets is Community Action, Inc. Tax Sheltered Annuity Plan in MA ($9M); by covered participants it is 403(b) Thrift Plan for the Virginia Home Richmond, Virginia in VA (226 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (226 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 Transitions of Western Illinois 403(b) Retirement Plan assets move in 2023? ▼
Transitions of Western Illinois 403(b) Retirement Plan grew sharply - up 18.2% during 2023, from $8M to $9M. Reported net income was $1M.
How have Transitions of Western Illinois, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Transitions of Western Illinois, Inc.'s sponsor-wide assets grew 38.9%, from $8M to $11M.
Which Other plans are similar in size to Transitions of Western Illinois 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Community Action, Inc. Tax Sheltered Annuity Plan in MA ($9M, 141 participants).
Which Other plans cover a similar participant headcount to Transitions of Western Illinois 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is 403(b) Thrift Plan for the Virginia Home Richmond, Virginia in VA (226 participants, $9M 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 370971282.

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.