Profit Sharing · DOL Form 5500 · 2023

Northern Illinois Annuity Fund Profit Sharing Plan

Data updated 2026-08-11

$144M
Total assets
6,943
Participants
93rd
Percentile by assets
$20,709
Avg per participant
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Official DOL plan name: Northern Illinois Annuity Fund · Sponsored by Northern Illinois Annuity Fund · Washington · Other Services

$144M in assets, 6,943 participants

Northern Illinois Annuity Fund's Northern Illinois Annuity Fund reported $144M in total assets and 6,943 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 127,072 plans)
  • #7,686 in Other Services (7,857 peers)

Coverage in Washington

Northern Illinois Annuity Fund covers 6,943 participants in Washington, 4.7x the typical Washington plan (state average ~1,476 per filing). Assets: $144M.

$144M
total plan assets (2023 EOY)
6,943
covered participants
93rd
percentile by assets (of 127,072 plans)
$20,709
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Northern Illinois Annuity Fund reported net income rose from $6M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Northern Illinois Annuity Fund end-of-year assets rose from $131M in the plan year 2022 filing to $144M in the plan year 2023 filing.
  • Northern Illinois Annuity Fund reported participants rose from 6,603 in the plan year 2022 filing to 6,943 in the plan year 2023 filing.

See the national 2023→2024 release diff →

State
Industry

Participants vs Washington filers

In Washington, the average filing covers about 1,476 participants across 2,612 plans. Northern Illinois Annuity Fund reports 6,943 participants - 4.7x that state average ($144M EOY assets).

Washington filing particulars

Total Assets (Beginning of Year)$131M
Net Assets (End of Year)$144M
Net Income$12M
Employer EIN363449836
Plan Effective Date1981-06-25
Filing StatusFILING RECEIVED

Sponsor Plan History (Northern Illinois Annuity Fund)

$120M$130M$140M$150M$160M$170M 202220232024 $131M $160M ▲ +22.0%
Total plan assets by year, all Northern Illinois Annuity Fund plans on file
Year Plans Participants Total Assets
2022 1 6,603 $131M
2023 1 6,943 $144M
2024 1 7,178 $160M

Nearby Profit Sharing Plans in Washington

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Northern Illinois Annuity Fund vs. nearby Profit Sharing plans in Washington, assets vs. participants

Northern Illinois Annuity Fund vs. nearby Profit Sharing plans in Washington, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 100200300400500600700 Total assets ($M) Participants Northern Illinois An…Bill & Melinda Gates…Itron, Inc. Incentiv…Multicare Health Sys…SEIU 775 Secure Reti…Western Washington P…
Northern Illinois Annuity Fund vs. nearby Profit Sharing plans in Washington, assets vs. participants

Scale composition for Northern Illinois Annuity Fund

Northern Illinois Annuity Fund reports $144M in end-of-year assets across 6,943 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $20,709 per participant (15% of the national average assets-per-participant) . Net income for plan year 2023 was $12M.

This plan identity (EIN 363449836, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $131M to $160M (+22.0%) while covered participants moved from 6,603 to 7,178 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 6,603 $131M Open filing
2023 6,943 $144M This page
2024 · index core 7,178 $160M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Northern Illinois Annuity Fund by total assets, not by location.

Frequently Asked Questions

How did Northern Illinois Annuity Fund assets move in 2023?
Northern Illinois Annuity Fund grew at a solid clip - up 9.5% during 2023, from $131M to $144M. Reported net income was $12M.
How have Northern Illinois Annuity Fund plan assets changed over time?
Across 3 plan years on file (2022-2024), Northern Illinois Annuity Fund's sponsor-wide assets grew 22.0%, from $131M to $160M.
Where does Northern Illinois Annuity Fund rank by assets among Form 5500 filers?
Northern Illinois Annuity Fund ranks in the 93rd 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 Profit Sharing plans are similar in size to Northern Illinois Annuity Fund?
Among Profit Sharing plans in other states, the closest by assets is International Union of Operating Engineers Local 841 Qualified Savings Plan in IN ($144M, 4,510 participants).

Next read for Northern Illinois Annuity Fund

Filing takeaways

Ways to act on Northern Illinois Annuity Fund's numbers.

  • By total assets, Northern Illinois Annuity Fund ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Profit Sharing plans in Washington. Compare plans
  • Northern Illinois Annuity Fund's sponsor-wide assets have grown 22.0% since 2022 across 3 plan years on file. More Other Services plans