Money Purchase · DOL Form 5500 · 2023

Rosalind Franklin University of Medicine and Science Money Purchase Plan

Data updated 2026-08-25

$119M
Total assets Near avg plan size
517
Participants Below avg headcount
92nd
Percentile by assets National rank
$230,524
Avg per participant Above avg balance/head
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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.

  • #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.

#3,242
in Educational Services (3,735 peers)
+17.0%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Rosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and Trust's outsized position by total assets

Rosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$119,180,663 Top 8% higher than 92% of 127,068 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 2023

Rosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and Trust 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 Qualified Money Purchase Pension Plan and Trust sits mid-pack in the medium band (517 participants).

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.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 362181973 · Rosalind Franklin University of Medicine and Science PY 2023 · Money Purchase

Rosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and Trust · $119M · 517 · 92nd

  • BOY $119M
  • BOY 517
  • BOY 92nd
  • BOY Money Purchase
  • BOY near Whiteford, Taylor & Preston Money Purchase Pension Plan and Trust
  • BOY ind #3242

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 Qualified Money Purchase Pension Plan and Trust in the asset neighbourhood

Bergelectric Corporation Money Purchase Pension PlanBergelectric Corporation Mon…$120MIBEW Local No 640 & Az Chapter NECA Defined Contribution PlanIBEW Local No 640 & Az Chapt…$120MRosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and TrustRosalind Franklin University…$119MWhiteford, Taylor & Preston Money Purchase Pension Plan and TrustWhiteford, Taylor & Preston …$119MMichigan Laborers' Annuity FundMichigan Laborers' Annuity F…$119M
End-of-year total assets ($M) among Rosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$102M
Net Assets (End of Year)$119M
Net Income$14M
Employer EIN362181973
Plan Effective Date2000-03-01
Filing StatusFILING 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
$250M$300M$350M$400M 202220232024 $280M $350M ▲ +24.9%
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 Scatter plot of 6 data points. 05001000150020002500 0200400600800 Total assets ($M) Participants Rosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and Trust, Total assets ($M): 119.180663 · Participants: 517Rosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and TrustRetirement Plan for Employees of Fermi Research Alliance, LLC, Total assets ($M): 750.948481 · Participants: 1685Retirement Plan for Employees of Fermi Research Alliance, LLCNECA-IBEW Local 176 Pension Trust Fund, Total assets ($M): 677.825728 · Participants: 2263NECA-IBEW Local 176 Pension Trust FundNECA-IBEW Local 364 Defined Contribution Plan, Total assets ($M): 467.762197 · Participants: 763NECA-IBEW Local 364 Defined Contribution PlanInternational Association of Heat and Frost Insulators Local 17 Annuity Fund, Total assets ($M): 193.857812 · Participants: 1187International Association of Heat and Frost Insulators Local 17 Annuity FundSheet Metal Workers Local 219 Retirement Savings Fund, Total assets ($M): 183.62372 · Participants: 907Sheet Metal Workers Local 219 Retirement Savings Fund
Rosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and Trust vs. nearby Money Purchase plans in Illinois, assets vs. participants
Compare Rosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and Trust side-by-side with 3 peers →

Rosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and Trust's out-of-state Money Purchase peers by assets and headcount

Outside Illinois, the nearest Money Purchase by assets is Whiteford, Taylor & Preston Money Purchase Pension Plan and Trust in MD ($119M); by covered participants it is Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust in MT (517 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Rosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and Trust assets move in 2023? ▼
Rosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and Trust grew sharply - up 17.0% during 2023, from $102M to $119M. Reported net income was $14M.
How have Rosalind Franklin University of Medicine and Science plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rosalind Franklin University of Medicine and Science's sponsor-wide assets grew 24.9%, from $280M to $350M.
Where does Rosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and Trust rank by assets among Form 5500 filers? ▼
Rosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and Trust ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Money Purchase plans are similar in size to Rosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Whiteford, Taylor & Preston Money Purchase Pension Plan and Trust in MD ($119M, 280 participants).
Which Money Purchase plans cover a similar participant headcount to Rosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust in MT (517 participants, $37M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 362181973.

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.