Other · DOL Form 5500 · 2022
The Family Institute Retirement Plan
Data updated 2026-08-11
- $19M
- Total assets
- 165
- Participants
- 77th
- Percentile by assets
- $116,565
- Avg per participant
Official DOL plan name: The Family Institute 403(b) Retirement Plan · Sponsored by The Family Institute · Illinois · Healthcare & Social Assistance
$19M in assets, 165 participants
The Family Institute's The Family Institute 403(b) Retirement Plan reported $19M in total assets and 165 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.
- 77th percentile by assets (of 139,126 plans)
- #16,124 in Healthcare & Social Assistance (20,060 peers)
Coverage in Illinois
The Family Institute 403(b) Retirement Plan covers 165 participants in Illinois, about 21% of the average Illinois filer (state average ~779 per filing). Assets: $19M.
- $19M
- total plan assets (2022 EOY)
- 165
- covered participants
- 77th
- percentile by assets (of 139,126 plans)
- $116,565
- avg assets per participant
Where The Family Institute 403(b) Retirement Plan sits by total assets
The Family Institute 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$19,233,212 Top 23% higher than 77% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Participants vs Illinois filers
In Illinois, the average filing covers about 779 participants across 5,745 plans. The Family Institute 403(b) Retirement Plan reports 165 participants - about 21% of that state average ($19M EOY assets).
Illinois filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $1M |
| Employer EIN | 362682639 |
| Plan Effective Date | 1989-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Family Institute)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 165 | $19M |
| 2023 | 1 | 173 | $23M |
| 2024 | 1 | 180 | $23M |
Nearby Other Plans in Illinois
Peer Other plans, same state, same plan type, ranked by total assets.
The Family Institute 403(b) Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants
- Washington University Retirement Savings Plan $5.9B · 15,925
- Northwestern University Retirement Plan $3.5B · 9,465
- The University of Chicago Contributory Retirement Plan $3.1B · 4,552
- Northshore University Healthsystem Tax Deferred Annuity Plan $1.8B · 13,159
- The University of Chicago Supplemental Retirement Plan $1.5B · 7,855
Similar-Sized Other Plans Nationally
Other plans in other states closest to The Family Institute 403(b) Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did The Family Institute 403(b) Retirement Plan assets move in 2022? ▼
How have The Family Institute plan assets changed over time? ▼
Where does The Family Institute 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to The Family Institute 403(b) Retirement Plan? ▼
Next read for The Family Institute 403(b) Retirement P…
Filing takeaways
Ways to act on The Family Institute 403(b) Retirement Plan's numbers.
- By total assets, The Family Institute 403(b) Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Illinois. Compare plans
- The Family Institute's sponsor-wide assets have grown 21.7% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans