Other · DOL Form 5500 · 2022

The Family Institute Retirement Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
165
Participants Small participant base
77th
Percentile by assets National rank
$116,565
Avg per participant Below avg balance/head
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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.

  • #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.

#16,124
in Healthcare & Social Assistance (20,060 peers)
+6.1%
assets growth YoY
0.2×
vs typical plan assets (national mean)

The Family Institute 403(b) Retirement Plan's outsized position 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

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 2022

The Family Institute 403(b) Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Family Institute 403(b) Retirement Plan sits mid-pack in the medium band (165 participants).

DOL schedule card

Filing strip 362682639 · The Family Institute PY 2022 · Other

The Family Institute 403(b) Retirement Plan · $19M · 165 · 77th

  • IND $19M
  • EOY 165
  • 5500 77th
  • ASSETS Other
  • PCT near The Harbor Day School Defined Contribution Retirement Plan
  • EIN ind #16124

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 →

The Family Institute 403(b) Retirement Plan in the asset neighbourhood

Shield Healthcare Centers, Inc. Employee 401 (K) Savings PlanShield Healthcare Centers, I…$19MUtah Navajo Health System, Inc. 403(b) PlanUtah Navajo Health System, I…$19MThe Family Institute 403(b) Retirement PlanThe Family Institute 403(b) …$19MThe Harbor Day School Defined Contribution Retirement PlanThe Harbor Day School Define…$19MThe Lamplighter School Defined Contribution Retirement PlanThe Lamplighter School Defin…$19M
End-of-year total assets ($M) among The Family Institute 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$19M
Net Income$1M
Employer EIN362682639
Plan Effective Date1989-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Family Institute)

Sponsor-wide plan assets over time

All The Family Institute plans reported in each filing year

Latest sponsor-wide plan assets
$23M 21.738937833160684% vs 2022
2024 filing year
$18M$20M$22M$24M 202220232024 $19.2M $23.4M ▲ +21.7%
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 Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants The Family Institute 403(b) Retirement Plan, Total assets ($B): 0.019233212 · Participants: 165The Family Institute 403(b) Retirement PlanWashington University Retirement Savings Plan, Total assets ($B): 5.876925706 · Participants: 15925Washington University Retirement Savings PlanNorthwestern University Retirement Plan, Total assets ($B): 3.513964211 · Participants: 9465Northwestern University Retirement PlanThe University of Chicago Contributory Retirement Plan, Total assets ($B): 3.053434537 · Participants: 4552The University of Chicago Contributory Retirement PlanNorthshore University Healthsystem Tax Deferred Annuity Plan, Total assets ($B): 1.75976664 · Participants: 13159Northshore University Healthsystem Tax Deferred Annuity PlanThe University of Chicago Supplemental Retirement Plan, Total assets ($B): 1.486612106 · Participants: 7855The University of Chicago Supplemental Retirement Plan
The Family Institute 403(b) Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants
Compare The Family Institute 403(b) Retirement Plan side-by-side with 3 peers →

The Family Institute 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Illinois, the nearest Other by assets is The Harbor Day School Defined Contribution Retirement Plan in CA ($19M); by covered participants it is Three Rivers Hospital 403b Plan in TN (165 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (165 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Family Institute 403(b) Retirement Plan assets move in 2022? ▼
The Family Institute 403(b) Retirement Plan grew at a solid clip - up 6.1% during 2022, from $18M to $19M. Reported net income was $1M.
How have The Family Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Family Institute's sponsor-wide assets grew 21.7%, from $19M to $23M.
Where does The Family Institute 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
The Family Institute 403(b) Retirement Plan ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to The Family Institute 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is The Harbor Day School Defined Contribution Retirement Plan in CA ($19M, 109 participants).
Which Other plans cover a similar participant headcount to The Family Institute 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Three Rivers Hospital 403b Plan in TN (165 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 362682639.

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.