Other · DOL Form 5500 · 2023
Rosalind Franklin University of Medicine and Science Retirement Plan
Data updated 2026-08-25
- $70M
- Total assets Below avg plan size
- 343
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $205,332
- Avg per participant Above avg balance/head
Official DOL plan name: Rosalind Franklin University of Medicine and Science 403(b) Tda Plan · Sponsored by Rosalind Franklin University of Medicine and Science · Illinois · Educational Services
$70M in assets, 343 participants
Rosalind Franklin University of Medicine and Science's Rosalind Franklin University of Medicine and Science 403(b) Tda Plan reported $70M in total assets and 343 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- #2,979 in Educational Services (3,735 peers)
Coverage in Illinois
Rosalind Franklin University of Medicine and Science 403(b) Tda Plan covers 343 participants in Illinois, about 44% of the average Illinois filer (state average ~779 per filing). Assets: $70M.
- #2,979
- in Educational Services (3,735 peers)
- +16.8%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Rosalind Franklin University of Medicine and Science 403(b) Tda Plan's outsized position by total assets
Rosalind Franklin University of Medicine and Science 403(b) Tda Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$70,428,881 Top 11% higher than 89% 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) Tda 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) Tda Plan sits mid-pack in the medium band (343 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Rosalind Franklin University of Medicine and Science 403(b) Tda Plan reported net income rose from -$9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Rosalind Franklin University of Medicine and Science 403(b) Tda Plan end-of-year assets rose from $60M in the plan year 2022 filing to $70M in the plan year 2023 filing.
- Rosalind Franklin University of Medicine and Science 403(b) Tda Plan reported participants rose from 327 in the plan year 2022 filing to 343 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 362181973 · Rosalind Franklin University of Medicine and Science PY 2023 · Other
Rosalind Franklin University of Medicine and Science 403(b) Tda Plan · $70M · 343 · 89th
- 5500 $70M
- 5500 343
- 5500 89th
- 5500 Other
- 5500 near March of Dimes, Inc. 403(b) Plan
- 5500 ind #2979
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) Tda Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $60M |
|---|---|
| Net Assets (End of Year) | $70M |
| Net Income | $10M |
| Employer EIN | 362181973 |
| Plan Effective Date | 1950-01-01 |
| 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) Tda Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is March of Dimes, Inc. 403(b) Plan in VA ($70M); by covered participants it is Army Residence Community 403b Plan in TX (343 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($70M here).
Similar participant headcount
Nearest other-state filings by covered participants (343 participants); asset peers above are excluded.
- Army Residence Community 403b Plan (TX) 343 · 0 off
- New Communities, Inc. 403(b) Plan (ME) 344 · 1 off
- 403(b) Thrift Plan for Cpc Integrated Health, Inc. (NJ) 344 · 1 off
- Community Solutions 403(b) Plan (CA) 342 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.