Other · DOL Form 5500 · 2023
Rosalind Franklin University of Medicine and Science Retirement Plan
Data updated 2026-08-25
- $131M
- Total assets Near avg plan size
- 568
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $230,889
- Avg per participant Above avg balance/head
Official DOL plan name: Rosalind Franklin University of Medicine and Science 403(b) Defined Contribution Plan · Sponsored by Rosalind Franklin University of Medicine and Science · Illinois · Educational Services
$131M in assets, 568 participants
Rosalind Franklin University of Medicine and Science's Rosalind Franklin University of Medicine and Science 403(b) Defined Contribution Plan reported $131M in total assets and 568 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #3,286 in Educational Services (3,735 peers)
Where Rosalind Franklin University of Medicine and Science 403(b) Defined Contribution Plan sits by assets
Rosalind Franklin University of Medicine and Science 403(b) Defined Contribution Plan sits in the top 10% of all filed plans by assets, $131M for 568 participants (~$230,889/participant), up 11.0% in 2023.
- #3,286
- in Educational Services (3,735 peers)
- +11.0%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
Rosalind Franklin University of Medicine and Science 403(b) Defined Contribution Plan's outsized position by total assets
Rosalind Franklin University of Medicine and Science 403(b) Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$131,144,941 Top 7% higher than 93% 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
Rosalind Franklin University of Medicine and Science 403(b) Defined Contribution 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. Rosalind Franklin University of Medicine and Science 403(b) Defined Contribution Plan sits mid-pack in the medium band (568 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Rosalind Franklin University of Medicine and Science 403(b) Defined Contribution Plan reported net income rose from -$19M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Rosalind Franklin University of Medicine and Science 403(b) Defined Contribution Plan end-of-year assets rose from $118M in the plan year 2022 filing to $131M in the plan year 2023 filing.
- Rosalind Franklin University of Medicine and Science 403(b) Defined Contribution Plan reported participants rose from 553 in the plan year 2022 filing to 568 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 362181973 · Rosalind Franklin University of Medicine and Science PY 2023 · Other
Rosalind Franklin University of Medicine and Science 403(b) Defined Contribution Plan · $131M · 568 · 93rd
- EBSA $131M
- PART 568
- TYPE 93rd
- NET Other
- BOOK near San Juan Regional Medical Center 403(b) Plan
- VS-ST ind #3286
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 →
Rosalind Franklin University of Medicine and Science 403(b) Defined Contribution Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $118M |
|---|---|
| Net Assets (End of Year) | $131M |
| Net Income | $10M |
| Employer EIN | 362181973 |
| Plan Effective Date | 1949-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rosalind Franklin University of Medicine and Science)
Sponsor-wide plan assets over time
All Rosalind Franklin University of Medicine and Science plans reported in each filing year
- Latest sponsor-wide plan assets
- $350M 24.914402843903748% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 1,382 | $280M |
| 2023 | 3 | 1,428 | $321M |
| 2024 | 3 | 1,970 | $350M |
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
Rosalind Franklin University of Medicine and Science 403(b) Defined Contribution Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is San Juan Regional Medical Center 403(b) Plan in NM ($131M); by covered participants it is La Clinica De Familia, Inc. 401(k) Employee's Retirment Plan & Trust in NM (568 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($131M here).
- San Juan Regional Medical Center 403(b) Plan (NM) $131M · 1,887
- Dickinson College Tax Deferred Annuity Plan (PA) $131M · 975
- Juniata College Retirement Plan (PA) $131M · 338
- Staffco of Brooklyn, LLC 403(b) Plan (NY) $131M · 2,213
Similar participant headcount
Nearest other-state filings by covered participants (568 participants); asset peers above are excluded.
- La Clinica De Familia, Inc. 401(k) Employee's Retirment Plan & Trust (NM) 568 · 0 off
- The Edison Institute 403(b) Tda Plan (MI) 568 · 0 off
- Local Initiatives Support Corporation Tax Sheltered Annuity Plan (NY) 568 · 0 off
- Lindenwood University Defined Contribution and Tax Deferred Annuity Plan (MO) 568 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.