Other · DOL Form 5500 · 2023
Sertoma Centre Inc. Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 290
- Participants Below avg headcount
- 47th
- Percentile by assets National rank
- $19,955
- Avg per participant Low balance/head
Official DOL plan name: Sertoma Centre Inc. Defined Contribution Plan · Sponsored by Sertoma Centre Inc. · Illinois · Educational Services
$6M in assets, 290 participants
Sertoma Centre Inc.'s Sertoma Centre Inc. Defined Contribution Plan reported $6M in total assets and 290 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.
- #1,194 in Educational Services (3,735 peers)
Coverage in Illinois
Sertoma Centre Inc. Defined Contribution Plan covers 290 participants in Illinois, about 37% of the average Illinois filer (state average ~779 per filing). Assets: $6M.
- #1,194
- in Educational Services (3,735 peers)
- +20.3%
- assets growth YoY
Sertoma Centre Inc. Defined Contribution Plan's mid-pack asset rank among Educational Services and all filers
Sertoma Centre Inc. Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,787,046 47th percentile higher than 47% 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
Sertoma Centre Inc. 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. Sertoma Centre Inc. Defined Contribution Plan sits mid-pack in the medium band (290 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sertoma Centre Inc. Defined Contribution Plan reported net income rose from -$598K in the plan year 2022 filing to $976K in the plan year 2023 filing.
- Sertoma Centre Inc. Defined Contribution Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Sertoma Centre Inc. Defined Contribution Plan reported participants rose from 271 in the plan year 2022 filing to 290 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 362720586 · Sertoma Centre Inc. PY 2023 · Other
Sertoma Centre Inc. Defined Contribution Plan · $6M · 290 · 47th
- EIN $6M
- EIN 290
- EIN 47th
- EIN Other
- EIN near Favarh 403(b) Retirement Plan
- EIN ind #1194
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 →
Sertoma Centre Inc. Defined Contribution Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $976K |
| Employer EIN | 362720586 |
| Plan Effective Date | 2013-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sertoma Centre Inc.)
Sponsor-wide plan assets over time
All Sertoma Centre Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 271 | $5M |
| 2023 | 1 | 290 | $6M |
| 2024 | 1 | 142 | N/A |
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
Sertoma Centre Inc. Defined Contribution Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Favarh 403(b) Retirement Plan in CT ($6M); by covered participants it is Shady Side Academy Retirement Plan in PA (290 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
- Favarh 403(b) Retirement Plan (CT) $6M · 326
- International School of Indiana 403b Plan (IN) $6M · 114
- Sunbeam Family Services 403(b) Thrift Plan (OK) $6M · 242
- Mint Museum of Art 403(b) DC Plan (NC) $6M · 89
Similar participant headcount
Nearest other-state filings by covered participants (290 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.