Other · DOL Form 5500 · 2023

Anderson Healthcare Retirement Plan

Data updated 2026-08-25

$85M
Total assets Below avg plan size
1,510
Participants Near avg headcount
90th
Percentile by assets National rank
$56,113
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Anderson Healthcare 403b Plan · Sponsored by Anderson Healthcare · Illinois · Healthcare & Social Assistance

$85M in assets, 1,510 participants

Anderson Healthcare's Anderson Healthcare 403b Plan reported $85M in total assets and 1,510 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #16,172 in Healthcare & Social Assistance (17,684 peers)

Where Anderson Healthcare 403b Plan sits by assets

Anderson Healthcare 403b Plan sits in the top 10% of all filed plans by assets, $85M for 1,510 participants (~$56,113/participant), up 18.0% in 2023.

#16,172
in Healthcare & Social Assistance (17,684 peers)
+18.0%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Anderson Healthcare 403b Plan's outsized position by total assets

Anderson Healthcare 403b Plan vs every filed plan by assets

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

$84,730,294 Top 10% higher than 90% 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

Anderson Healthcare 403b Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Anderson Healthcare 403b Plan lands in the large band (1,510 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Anderson Healthcare 403b Plan reported net income rose from -$11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Anderson Healthcare 403b Plan end-of-year assets rose from $72M in the plan year 2022 filing to $85M in the plan year 2023 filing.
  • Anderson Healthcare 403b Plan reported participants rose from 1,405 in the plan year 2022 filing to 1,510 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 843965822 · Anderson Healthcare PY 2023 · Other

Anderson Healthcare 403b Plan · $85M · 1,510 · 90th

  • PHOTO $85M
  • IND 1,510
  • EOY 90th
  • 5500 Other
  • ASSETS near Road Scholar Retirement Plan
  • PCT ind #16172

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 →

Anderson Healthcare 403b Plan in the asset neighbourhood

Winrock International Institute for Agricultural Development Defined Contribution PlanWinrock International Instit…$85MThe Saint Ann's School Tax Deferred Annuity PlanThe Saint Ann's School Tax D…$85MGolden Gate University Retirement PlanGolden Gate University Retir…$85MAnderson Healthcare 403b Plan$85MRoad Scholar Retirement Plan$85M
End-of-year total assets ($M) among Anderson Healthcare 403b Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$72M
Net Assets (End of Year)$85M
Net Income$13M
Employer EIN843965822
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Anderson Healthcare)

Sponsor-wide plan assets over time

All Anderson Healthcare plans reported in each filing year

Latest sponsor-wide plan assets
$85M 17.95937915185677% vs 2022
2023 filing year
$70M$75M$80M$85M$90M 20222023 $71.8M $84.7M ▲ +18.0%
Year Plans Participants Total Assets
2022 1 1,405 $72M
2023 1 1,510 $85M

Nearby Other Plans in Illinois

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

Anderson Healthcare 403b Plan vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. 050001000015000 -1012345 Total assets ($B) Participants Anderson Healthcare 403b Plan, Total assets ($B): 0.084730294 · Participants: 1510Anderson Healthcare 403b 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
Anderson Healthcare 403b Plan vs. nearby Other plans in Illinois, assets vs. participants
Compare Anderson Healthcare 403b Plan side-by-side with 3 peers →

Anderson Healthcare 403b Plan's out-of-state Other peers by assets and headcount

Outside Illinois, the nearest Other by assets is Road Scholar Retirement Plan in MA ($85M); by covered participants it is Baldor Specialty Foods, Inc. 401(k) Profit Sharing Plan in NY (1,510 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,510 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 Anderson Healthcare 403b Plan assets move in 2023? ▼
Anderson Healthcare 403b Plan grew sharply - up 18.0% during 2023, from $72M to $85M. Reported net income was $13M.
How have Anderson Healthcare plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Anderson Healthcare's sponsor-wide assets grew 18.0%, from $72M to $85M.
Where does Anderson Healthcare 403b Plan rank by assets among Form 5500 filers? ▼
Anderson Healthcare 403b Plan ranks in the 90th 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 Anderson Healthcare 403b Plan? ▼
Among Other plans in other states, the closest by assets is Road Scholar Retirement Plan in MA ($85M, 566 participants).
Which Other plans cover a similar participant headcount to Anderson Healthcare 403b Plan? ▼
Among Other plans in other states, the closest by covered participants is Baldor Specialty Foods, Inc. 401(k) Profit Sharing Plan in NY (1,510 participants, $58M 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 843965822.

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.