Other · DOL Form 5500 · 2023
The Family Institute Retirement Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 173
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $133,972
- Avg per participant Near avg balance/head
Official DOL plan name: The Family Institute 403(b) Retirement Plan · Sponsored by The Family Institute · Illinois · Healthcare & Social Assistance
$23M in assets, 173 participants
The Family Institute's The Family Institute 403(b) Retirement Plan reported $23M in total assets and 173 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.
- #13,997 in Healthcare & Social Assistance (17,684 peers)
Coverage in Illinois
The Family Institute 403(b) Retirement Plan covers 173 participants in Illinois, about 22% of the average Illinois filer (state average ~779 per filing). Assets: $23M.
- #13,997
- in Healthcare & Social Assistance (17,684 peers)
- +20.5%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
The Family Institute 403(b) Retirement Plan's outsized position by total assets
The Family Institute 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$23,177,127 Top 25% higher than 75% 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
The Family Institute 403(b) Retirement 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. The Family Institute 403(b) Retirement Plan sits mid-pack in the medium band (173 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Family Institute 403(b) Retirement Plan reported net income rose from $1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- The Family Institute 403(b) Retirement Plan end-of-year assets rose from $19M in the plan year 2022 filing to $23M in the plan year 2023 filing.
- The Family Institute 403(b) Retirement Plan reported participants rose from 165 in the plan year 2022 filing to 173 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 362682639 · The Family Institute PY 2023 · Other
The Family Institute 403(b) Retirement Plan · $23M · 173 · 75th
- 5500 $23M
- ASSETS 173
- PCT 75th
- EIN Other
- RANK near The Legal Aid Society of Cleveland Retirement Savings Plan
- PHOTO ind #13997
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 Healthcare & Social Assistance retirement plans → · Plans in Illinois →
The Family Institute 403(b) Retirement Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $4M |
| Employer EIN | 362682639 |
| Plan Effective Date | 1989-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Family Institute)
Sponsor-wide plan assets over time
All The Family Institute plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 21.738937833160684% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 165 | $19M |
| 2023 | 1 | 173 | $23M |
| 2024 | 1 | 180 | $23M |
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
The Family Institute 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is The Legal Aid Society of Cleveland Retirement Savings Plan in OH ($23M); by covered participants it is Srht 403(b) Plan in CA (173 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
- The Legal Aid Society of Cleveland Retirement Savings Plan (OH) $23M · 149
- Mainehealth Legacy 403(b) Retirement Plan (ME) $23M · 736
- Kvc 403(b) Retirement Plan (KS) $23M · 1,568
- Phmc 403(b) Plan (PA) $23M · 534
Similar participant headcount
Nearest other-state filings by covered participants (173 participants); asset peers above are excluded.
- Srht 403(b) Plan (CA) 173 · 0 off
- Kentucky Country Day School 403(b) DC Plan (KY) 173 · 0 off
- Southern Environmental Law Center Retirement & Employee Savings Plan (VA) 173 · 0 off
- Henry Viscardi School Defined Contribution Plan (NY) 173 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.