Other · DOL Form 5500 · 2023
Lake Forest College Retirement Plan
Data updated 2026-08-25
- $137M
- Total assets Near avg plan size
- 345
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $397,111
- Avg per participant High balance/head
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.
- #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.
- #3,299
- in Educational Services (3,735 peers)
- +8.6%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Lake Forest College Retirement Plan for Faculty and Staff's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Lake Forest College Retirement Plan for Faculty and Staff 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. Lake Forest College Retirement Plan for Faculty and Staff sits mid-pack in the medium band (345 participants).
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.
Plan-year Form 5500 strip
Filing strip 362167770 · Lake Forest College PY 2023 · Other
Lake Forest College Retirement Plan for Faculty and Staff · $137M · 345 · 93rd
- PHOTO $137M
- IND 345
- EOY 93rd
- 5500 Other
- ASSETS near Sun River Health, Inc. 403(b) Retirement Plan
- PCT ind #3299
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 Educational Services retirement plans → · Plans in Illinois →
Lake Forest College Retirement Plan for Faculty and Staff in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $126M |
|---|---|
| Net Assets (End of Year) | $137M |
| Net Income | $11M |
| Employer EIN | 362167770 |
| Plan Effective Date | 1938-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lake Forest College)
Sponsor-wide plan assets over time
All Lake Forest College plans reported in each filing year
- Latest sponsor-wide plan assets
- $143M 13.455544263062691% vs 2022
- 2024 filing year
| 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.
- Northwestern University Retirement Plan $4.0B · 9,440
- The University of Chicago Contributory Retirement Plan $3.5B · 4,796
- Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees $2.0B · 13,705
- The University of Chicago Supplemental Retirement Plan $1.7B · 8,254
- Argonne National Laboratory 403(b) Employee Retirement Plan $1.6B · 3,798
Lake Forest College Retirement Plan for Faculty and Staff's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Sun River Health, Inc. 403(b) Retirement Plan in NY ($137M); by covered participants it is Child Focus, Inc. 403(b) Annuity Plan in OH (345 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($137M here).
Similar participant headcount
Nearest other-state filings by covered participants (345 participants); asset peers above are excluded.
- Child Focus, Inc. 403(b) Annuity Plan (OH) 345 · 0 off
- San Diego Blood Bank 403(b) Plan (CA) 345 · 0 off
- Northern Counties Health Care Retirement Plan (VT) 345 · 0 off
- Council on Foreign Relations 403(b) Retirement Plan (NY) 345 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.