Other · DOL Form 5500 · 2023

Midwestern University Retirement Plan

Data updated 2026-08-11

$442M
Total assets: 1,624
Participants: 97th
Percentile by assets: $272,425
Avg per participant

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.

97th percentile by assets (of 127,072 plans)
#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.

$442M
total plan assets (2023 EOY): 1,624
covered participants: 97th
percentile by assets (of 127,072 plans): $272,425
avg assets per participant

Where Midwestern University Retirement Plan sits 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

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 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 →

State

Illinois

Industry

Educational Services

Participants vs Illinois filers

In Illinois, the average filing covers about 779 participants across 5,745 plans. Midwestern University Retirement Plan reports 1,624 participants - 2.1x that state average ($442M EOY assets).

Illinois filing particulars

Total Assets (Beginning of Year)	$374M
Net Assets (End of Year)	$442M
Net Income	$68M
Employer EIN	363377698
Plan Effective Date	1962-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Midwestern University)

Total plan assets by year, all Midwestern University plans on file

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

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

Compare Midwestern University Retirement Plan side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Midwestern University Retirement Plan by total assets, not by location.

Lafayette College Retirement Plan (PA) $443M · 1,064
Caromont Health, Inc. Retirement Savings Plan (NC) $444M · 4,458
Penn State Health Tax Sheltered Annuity Program (PA) $444M · 18,215
Adelphi University Defined Contribution Retirement Plan (NY) $439M · 1,225

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).

Next read for Midwestern University Retirement Plan

Filing takeaways

Ways to act on Midwestern University Retirement Plan's numbers.

By total assets, Midwestern University Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Other plans in Illinois. Compare plans
Midwestern University's sponsor-wide assets have grown 35.7% since 2022 across 3 plan years on file. More Educational Services plans

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.