Other · DOL Form 5500 · 2023

Transitions of Western Illinois, Inc. Retirement Plan

Data updated 2026-08-11

$9M
Total assets
226
Participants
57th
Percentile by assets
$40,415
Avg per participant
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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.

  • 57th percentile by assets (of 127,072 plans)
  • #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.

$9M
total plan assets (2023 EOY)
226
covered participants
57th
percentile by assets (of 127,072 plans)
$40,415
avg assets per participant

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 →

Participants vs Illinois filers

In Illinois, the average filing covers about 779 participants across 5,745 plans. Transitions of Western Illinois 403(b) Retirement Plan reports 226 participants - about 29% of that state average ($9M EOY assets).

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.)

$7M$8M$9M$10M$11M$12M 202220232024 $7.73M $10.7M ▲ +38.9%
Total plan assets by year, all Transitions of Western Illinois, Inc. plans on file
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

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 Weste…Northwestern Univers…The University of Ch…Endeavor Health Lega…The University of Ch…Argonne National Lab…
Transitions of Western Illinois 403(b) Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Transitions of Western Illinois 403(b) Retirement Plan by total assets, not by location.

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).

Next read for Transitions of Western Illinois 403(b) R…

Filing takeaways

Ways to act on Transitions of Western Illinois 403(b) Retirement Plan's numbers.