Other · DOL Form 5500 · 2023

Lake Forest College Retirement Plan

Data updated 2026-08-11

$137M
Total assets
345
Participants
93rd
Percentile by assets
$397,111
Avg per participant
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Official DOL plan name: Lake Forest College Retirement Plan for Faculty and Staff · Sponsored by Lake Forest College · Illinois · Educational Services

$137M in assets, 345 participants

Lake Forest College's Lake Forest College Retirement Plan for Faculty and Staff reported $137M in total assets and 345 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 127,072 plans)
  • #3,299 in Educational Services (3,735 peers)

Coverage in Illinois

Lake Forest College Retirement Plan for Faculty and Staff covers 345 participants in Illinois, about 44% of the average Illinois filer (state average ~779 per filing). Assets: $137M.

$137M
total plan assets (2023 EOY)
345
covered participants
93rd
percentile by assets (of 127,072 plans)
$397,111
avg assets per participant

Where Lake Forest College Retirement Plan for Faculty and Staff sits by total assets

Lake Forest College Retirement Plan for Faculty and Staff vs every filed plan by assets

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

$137,003,288 Top 7% higher than 93% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lake Forest College Retirement Plan for Faculty and Staff reported net income rose from -$19M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Lake Forest College Retirement Plan for Faculty and Staff reported participants fell from 422 in the plan year 2022 filing to 345 in the plan year 2023 filing.
  • Lake Forest College Retirement Plan for Faculty and Staff end-of-year assets rose from $126M in the plan year 2022 filing to $137M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Illinois
Industry
Educational Services

Participants vs Illinois filers

In Illinois, the average filing covers about 779 participants across 5,745 plans. Lake Forest College Retirement Plan for Faculty and Staff reports 345 participants - about 44% of that state average ($137M EOY assets).

Illinois filing particulars

Total Assets (Beginning of Year)$126M
Net Assets (End of Year)$137M
Net Income$11M
Employer EIN362167770
Plan Effective Date1938-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lake Forest College)

$120M$130M$140M$150M 202220232024 $126M $143M ▲ +13.5%
Total plan assets by year, all Lake Forest College plans on file
Year Plans Participants Total Assets
2022 1 422 $126M
2023 1 345 $137M
2024 1 349 $143M

Nearby Other Plans in Illinois

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

Lake Forest College Retirement Plan for Faculty and Staff vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Lake Forest College …, Total assets ($B): 0.137003288 · Participants: 345Lake Forest College …Northwestern Univers…, Total assets ($B): 4.022176874 · Participants: 9440Northwestern Univers…The University of Ch…, Total assets ($B): 3.494522229 · Participants: 4796The University of Ch…Endeavor Health Lega…, Total assets ($B): 2.005336202 · Participants: 13705Endeavor Health Lega…The University of Ch…, Total assets ($B): 1.734364044 · Participants: 8254The University of Ch…Argonne National Lab…, Total assets ($B): 1.577078821 · Participants: 3798Argonne National Lab…
Lake Forest College Retirement Plan for Faculty and Staff vs. nearby Other plans in Illinois, assets vs. participants
Compare Lake Forest College Retirement Plan for … side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Lake Forest College Retirement Plan for Faculty and Staff by total assets, not by location.

Frequently Asked Questions

How did Lake Forest College Retirement Plan for Faculty and Staff assets move in 2023? ▼
Lake Forest College Retirement Plan for Faculty and Staff grew at a solid clip - up 8.6% during 2023, from $126M to $137M. Reported net income was $11M.
How have Lake Forest College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lake Forest College's sponsor-wide assets grew 13.5%, from $126M to $143M.
Where does Lake Forest College Retirement Plan for Faculty and Staff rank by assets among Form 5500 filers? ▼
Lake Forest College Retirement Plan for Faculty and Staff ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Lake Forest College Retirement Plan for Faculty and Staff? ▼
Among Other plans in other states, the closest by assets is Sun River Health, Inc. 403(b) Retirement Plan in NY ($137M, 1,885 participants).

Next read for Lake Forest College Retirement Plan for …

Filing takeaways

Ways to act on Lake Forest College Retirement Plan for Faculty and Staff's numbers.

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 362167770.

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.