Other · DOL Form 5500 · 2023

Midwestern University Retirement Plan

Data updated 2026-08-25

$442M
Total assets Above avg plan size
1,624
Participants Near avg headcount
97th
Percentile by assets National rank
$272,425
Avg per participant High balance/head
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Official DOL plan name: Midwestern University Retirement Plan · Sponsored by Midwestern University · Illinois · Educational Services

$442M in assets, 1,624 participants

Midwestern University's Midwestern University Retirement Plan reported $442M in total assets and 1,624 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #3,579 in Educational Services (3,735 peers)

Coverage in Illinois

Midwestern University Retirement Plan covers 1,624 participants in Illinois, 2.1x the typical Illinois plan (state average ~779 per filing). Assets: $442M.

#3,579
in Educational Services (3,735 peers)
+18.2%
assets growth YoY
4.4×
vs typical plan assets (national mean)

Midwestern University Retirement Plan's outsized position by total assets

Midwestern University Retirement Plan vs every filed plan by assets

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

$442,418,507 Top 3% higher than 97% 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

Midwestern University Retirement 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. Midwestern University Retirement Plan lands in the large band (1,624 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Midwestern University Retirement Plan reported net income rose from -$43M in the plan year 2022 filing to $68M in the plan year 2023 filing.
  • Midwestern University Retirement Plan end-of-year assets rose from $374M in the plan year 2022 filing to $442M in the plan year 2023 filing.
  • Midwestern University Retirement Plan reported participants rose from 1,585 in the plan year 2022 filing to 1,624 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 363377698 · Midwestern University PY 2023 · Other

Midwestern University Retirement Plan · $442M · 1,624 · 97th

  • EBSA $442M
  • EBSA 1,624
  • EBSA 97th
  • EBSA Other
  • EBSA near Lafayette College Retirement Plan
  • EBSA ind #3579

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 →

Midwestern University Retirement Plan in the asset neighbourhood

Penn State Health Tax Sheltered Annuity ProgramPenn State Health Tax Shelte…$444MCaromont Health, Inc. Retirement Savings PlanCaromont Health, Inc. Retire…$444MLafayette College Retirement PlanLafayette College Retirement…$443MMidwestern University Retirement PlanMidwestern University Retire…$442MAdelphi University Defined Contribution Retirement PlanAdelphi University Defined C…$439M
End-of-year total assets ($M) among Midwestern University Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$374M
Net Assets (End of Year)$442M
Net Income$68M
Employer EIN363377698
Plan Effective Date1962-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Midwestern University)

Sponsor-wide plan assets over time

All Midwestern University plans reported in each filing year

Latest sponsor-wide plan assets
$508M 35.65661097260884% vs 2022
2024 filing year
$350M$400M$450M$500M$550M 202220232024 $374M $508M ▲ +35.7%
Year Plans Participants Total Assets
2022 1 1,585 $374M
2023 1 1,624 $442M
2024 1 1,636 $508M

Nearby Other Plans in Illinois

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

Midwestern University Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. 050001000015000 012345 Total assets ($B) Participants Midwestern University Retirement Plan, Total assets ($B): 0.442418507 · Participants: 1624Midwestern University Retirement 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
Midwestern University Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants
Compare Midwestern University Retirement Plan side-by-side with 3 peers →

Midwestern University Retirement Plan's out-of-state Other peers by assets and headcount

Outside Illinois, the nearest Other by assets is Lafayette College Retirement Plan in PA ($443M); by covered participants it is Upstate Caring Partners 403(b) Retirement Plan in NY (1,625 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($442M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,624 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 Midwestern University Retirement Plan assets move in 2023? ▼
Midwestern University Retirement Plan grew sharply - up 18.2% during 2023, from $374M to $442M. Reported net income was $68M.
How have Midwestern University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Midwestern University's sponsor-wide assets grew 35.7%, from $374M to $508M.
Where does Midwestern University Retirement Plan rank by assets among Form 5500 filers? ▼
Midwestern University Retirement Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Midwestern University Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Lafayette College Retirement Plan in PA ($443M, 1,064 participants).
Which Other plans cover a similar participant headcount to Midwestern University Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Upstate Caring Partners 403(b) Retirement Plan in NY (1,625 participants, $59M 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 363377698.

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.