Profit Sharing · DOL Form 5500 · 2023
Northern Illinois Annuity Fund Profit Sharing Plan
Data updated 2026-08-25
- $144M
- Total assets Near avg plan size
- 6,943
- Participants Above avg headcount
- 93rd
- Percentile by assets National rank
- $20,709
- Avg per participant Low balance/head
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.
- #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.
- #7,686
- in Other Services (7,857 peers)
- +9.5%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Northern Illinois Annuity Fund's outsized position by total assets
Northern Illinois Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$143,785,633 Top 7% higher than 93% 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
Northern Illinois Annuity Fund's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Northern Illinois Annuity Fund lands in the large band (6,943 participants).
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.
Plan-year Form 5500 strip
Filing strip 363449836 · Northern Illinois Annuity Fund PY 2023 · Profit Sharing
Northern Illinois Annuity Fund · $144M · 6,943 · 93rd
- EIN $144M
- RANK 6,943
- PHOTO 93rd
- IND Profit Sharing
- EOY near International Union of Operating Engineers Local 841 Qualified Savings Plan
- 5500 ind #7686
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 Other Services retirement plans → · Plans in Washington →
Northern Illinois Annuity Fund in the asset neighbourhood
Washington filing particulars
| Total Assets (Beginning of Year) | $131M |
|---|---|
| Net Assets (End of Year) | $144M |
| Net Income | $12M |
| Employer EIN | 363449836 |
| Plan Effective Date | 1981-06-25 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Northern Illinois Annuity Fund)
Sponsor-wide plan assets over time
All Northern Illinois Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $160M 21.964435733801714% vs 2022
- 2024 filing year
| 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.
- Bill & Melinda Gates Foundation Sharing Retirement Plan $579M · 1,735
- Itron, Inc. Incentive Savings Plan $576M · 2,440
- Multicare Health System Retirement Account Plan $478M · 11,441
- SEIU 775 Secure Retirement Plan $384M · 70,796
- Western Washington Painters Defined Contribution Pension Plan $259M · 1,660
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:
- Northern Illinois Annuity Fund (Profit Sharing, $160M, 7,178 participants)
Northern Illinois Annuity Fund's out-of-state Profit Sharing peers by assets and headcount
Outside Washington, the nearest Profit Sharing by assets is International Union of Operating Engineers Local 841 Qualified Savings Plan in IN ($144M); by covered participants it is University of Maryland Medical System 401(a) Defined Contribution Plan in MD (6,953 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($144M here).
- International Union of Operating Engineers Local 841 Qualified Savings Plan (IN) $144M · 4,510
- Plumbers Lu No 690 Supplemental Retirement Plan (PA) $144M · 1,015
- Plumbers & Steamfitters 72 Defined Contrib Fund (FL) $143M · 3,548
- Metropolitan Jewish Pension Plan (NY) $142M · 1,915
Similar participant headcount
Nearest other-state filings by covered participants (6,943 participants); asset peers above are excluded.
- University of Maryland Medical System 401(a) Defined Contribution Plan (MD) 6,953 · 10 off
- United Food and Commercial Workers Local 1500 Annuity Plan (NY) 6,904 · 39 off
- Consolidated Defined Contribution Plan of Hackensack Meridian Health (NJ) 6,826 · 117 off
- Golub Corporation Profit Sharing Plan (NY) 6,678 · 265 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.