Money Purchase · DOL Form 5500 · 2023
Rosalind Franklin University of Medicine and Science Money Purchase Plan
Data updated 2026-08-11
- $119M
- Total assets
- 517
- Participants
- 92nd
- Percentile by assets
- $230,524
- Avg per participant
Official DOL plan name: Rosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and Trust · Sponsored by Rosalind Franklin University of Medicine and Science · Illinois · Educational Services
$119M in assets, 517 participants
Rosalind Franklin University of Medicine and Science's Rosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and Trust reported $119M in total assets and 517 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- 92nd percentile by assets (of 127,072 plans)
- #3,242 in Educational Services (3,735 peers)
Where Rosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and Trust sits by assets
Rosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and Trust sits in the top 10% of all filed plans by assets, $119M for 517 participants (~$230,524/participant), up 17.0% in 2023.
- $119M
- total plan assets (2023 EOY)
- 517
- covered participants
- 92nd
- percentile by assets (of 127,072 plans)
- $230,524
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Rosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and Trust reported net income rose from -$16M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- Rosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and Trust end-of-year assets rose from $102M in the plan year 2022 filing to $119M in the plan year 2023 filing.
- Rosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and Trust reported participants rose from 502 in the plan year 2022 filing to 517 in the plan year 2023 filing.
Rosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and Trust vs the 2023 asset distribution
By assets, Rosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and Trust outranks 92% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $102M |
|---|---|
| Net Assets (End of Year) | $119M |
| Net Income | $14M |
| Employer EIN | 362181973 |
| Plan Effective Date | 2000-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rosalind Franklin University of Medicine and Science)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 1,382 | $280M |
| 2023 | 3 | 1,428 | $321M |
| 2024 | 3 | 1,970 | $350M |
Nearby Money Purchase Plans in Illinois
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Rosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and Trust vs. nearby Money Purchase plans in Illinois, assets vs. participants
- Retirement Plan for Employees of Fermi Research Alliance, LLC $751M · 1,685
- NECA-IBEW Local 176 Pension Trust Fund $678M · 2,263
- NECA-IBEW Local 364 Defined Contribution Plan $468M · 763
- International Association of Heat and Frost Insulators Local 17 Annuity Fund $194M · 1,187
- Sheet Metal Workers Local 219 Retirement Savings Fund $184M · 907
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Rosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and Trust by total assets, not by location.
- Whiteford, Taylor & Preston Money Purchase Pension Plan and Trust (MD) $119M · 280
- IBEW Local No 640 & Az Chapter NECA Defined Contribution Plan (AZ) $120M · 3,942
- Michigan Laborers' Annuity Fund (MI) $119M · 21,709
- Bergelectric Corporation Money Purchase Pension Plan (CA) $120M · 1,913
Frequently Asked Questions
How did Rosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and Trust assets move in 2023? ▼
How have Rosalind Franklin University of Medicine and Science plan assets changed over time? ▼
Where does Rosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and Trust rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Rosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and Trust? ▼
Next read for Rosalind Franklin University of Medicine…
Scale reading
Ways to act on Rosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and Trust's numbers.
- By total assets, Rosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and Trust ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Illinois. Compare plans
- Rosalind Franklin University of Medicine and Science's sponsor-wide assets have grown 24.9% since 2022 across 3 plan years on file. More Educational Services plans