401(k) · DOL Form 5500 · 2023
Northwestern University Settlement Association 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 182
- Participants Below avg headcount
- 50th
- Percentile by assets National rank
- $37,000
- Avg per participant Low balance/head
Official DOL plan name: Employee Benefit Plan of Northwestern University Settlement Association · Sponsored by Northwestern University Settlement Association · Illinois · Educational Services
$7M in assets, 182 participants
Northwestern University Settlement Association's Employee Benefit Plan of Northwestern University Settlement Association reported $7M in total assets and 182 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.
- #1,293 in Educational Services (3,735 peers)
Coverage in Illinois
Employee Benefit Plan of Northwestern University Settlement Association covers 182 participants in Illinois, about 23% of the average Illinois filer (state average ~779 per filing). Assets: $7M.
- #1,293
- in Educational Services (3,735 peers)
- +10.3%
- assets growth YoY
Employee Benefit Plan of Northwestern University Settlement Association's mid-pack asset rank among Educational Services and all filers
Employee Benefit Plan of Northwestern University Settlement Association vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,733,964 Top 50% higher than 50% 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
Employee Benefit Plan of Northwestern University Settlement Association 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. Employee Benefit Plan of Northwestern University Settlement Association sits mid-pack in the medium band (182 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Employee Benefit Plan of Northwestern University Settlement Association reported net income rose from -$677K in the plan year 2022 filing to $631K in the plan year 2023 filing.
- Employee Benefit Plan of Northwestern University Settlement Association end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Employee Benefit Plan of Northwestern University Settlement Association reported participants rose from 166 in the plan year 2022 filing to 182 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 362167818 · Northwestern University Settlement Association PY 2023 · 401(k)
Employee Benefit Plan of Northwestern University Settlement Association · $7M · 182 · 50th
- EOY $7M
- EOY 182
- EOY 50th
- EOY 401(k)
- EOY near Biolog, Inc. 401(k) Retirement Plan
- EOY ind #1293
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 →
Employee Benefit Plan of Northwestern University Settlement Association in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $631K |
| Employer EIN | 362167818 |
| Plan Effective Date | 2009-08-03 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Northwestern University Settlement Association)
Sponsor-wide plan assets over time
All Northwestern University Settlement Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 0.850854574246627% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 166 | $6M |
| 2023 | 1 | 182 | $7M |
| 2024 | 1 | 198 | $6M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
Employee Benefit Plan of Northwestern University Settlement Association's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Biolog, Inc. 401(k) Retirement Plan in CA ($7M); by covered participants it is Broadmoor Management Company 401(k) Profit Sharing Plan in NE (182 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Biolog, Inc. 401(k) Retirement Plan (CA) $7M · 40
- Alluma, Inc. Retirement Plan (MN) $7M · 156
- Winsystems, Inc. 401(k) Profit Sharing Plan (TX) $7M · 47
- Capital Square 401(k) Plan (VA) $7M · 105
Similar participant headcount
Nearest other-state filings by covered participants (182 participants); asset peers above are excluded.
- Broadmoor Management Company 401(k) Profit Sharing Plan (NE) 182 · 0 off
- Mid-States Packaging, Inc 401(k) Plan (MA) 182 · 0 off
- Schoolco Intermediate LLC 401(k) Plan (NY) 182 · 0 off
- Alimed 401(k) Plan (MA) 182 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.