Other · DOL Form 5500 · 2023
Benedictine University Retirement Plan
Data updated 2026-08-25
- $99M
- Total assets Below avg plan size
- 471
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $210,218
- Avg per participant Above avg balance/head
Official DOL plan name: Benedictine University Defined Contribution Retirement Plan · Sponsored by Benedictine University · Illinois · Educational Services
$99M in assets, 471 participants
Benedictine University's Benedictine University Defined Contribution Retirement Plan reported $99M in total assets and 471 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.
- #3,167 in Educational Services (3,735 peers)
Where Benedictine University Defined Contribution Retirement Plan sits by assets
Benedictine University Defined Contribution Retirement Plan sits in the top 10% of all filed plans by assets, $99M for 471 participants (~$210,218/participant), up 2.1% in 2023.
- #3,167
- in Educational Services (3,735 peers)
- +2.1%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Benedictine University Defined Contribution Retirement Plan's outsized position by total assets
Benedictine University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$99,012,810 Top 9% higher than 91% 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
Benedictine University Defined Contribution 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. Benedictine University Defined Contribution Retirement Plan sits mid-pack in the medium band (471 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Benedictine University Defined Contribution Retirement Plan reported net income rose from -$18M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Benedictine University Defined Contribution Retirement Plan reported participants fell from 505 in the plan year 2022 filing to 471 in the plan year 2023 filing.
- Benedictine University Defined Contribution Retirement Plan end-of-year assets rose from $97M in the plan year 2022 filing to $99M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 362722198 · Benedictine University PY 2023 · Other
Benedictine University Defined Contribution Retirement Plan · $99M · 471 · 91st
- IND $99M
- EOY 471
- 5500 91st
- ASSETS Other
- PCT near Montclair Kimberley Academy Foundation Defined Contribution and Supplemental Ret. Annuity Plan
- EIN ind #3167
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 →
Benedictine University Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $97M |
|---|---|
| Net Assets (End of Year) | $99M |
| Net Income | $2M |
| Employer EIN | 362722198 |
| Plan Effective Date | 1960-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Benedictine University)
Sponsor-wide plan assets over time
All Benedictine University plans reported in each filing year
- Latest sponsor-wide plan assets
- $101M 3.9061547904575398% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 505 | $97M |
| 2023 | 1 | 471 | $99M |
| 2024 | 1 | 419 | $101M |
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
Benedictine University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Montclair Kimberley Academy Foundation Defined Contribution and Supplemental Ret. Annuity Plan in NJ ($99M); by covered participants it is Summitstone Health Partners 403(b) Retirement Plan in CO (471 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($99M here).
Similar participant headcount
Nearest other-state filings by covered participants (471 participants); asset peers above are excluded.
- Summitstone Health Partners 403(b) Retirement Plan (CO) 471 · 0 off
- Chris 180 Inc. 403(b) Retirement Plan (GA) 471 · 0 off
- Ascend Learning, Inc. 403(b) Plan (NY) 472 · 1 off
- Lutheran Home & Harwood Place 403(b) Plan (WI) 470 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.