Other · DOL Form 5500 · 2023

Judson University Retirement Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
114
Participants Small participant base
69th
Percentile by assets National rank
$141,721
Avg per participant Near avg balance/head
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Official DOL plan name: Judson University Retirement Plan · Sponsored by Judson University · Illinois · Educational Services

$16M in assets, 114 participants

Judson University's Judson University Retirement Plan reported $16M in total assets and 114 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #1,911 in Educational Services (3,735 peers)

Coverage in Illinois

Judson University Retirement Plan covers 114 participants in Illinois, about 15% of the average Illinois filer (state average ~779 per filing). Assets: $16M.

#1,911
in Educational Services (3,735 peers)
+10.6%
assets growth YoY

Judson University Retirement Plan's outsized position by total assets

Judson University Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$16,156,226 Top 31% higher than 69% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Judson University 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. Judson University Retirement Plan sits mid-pack in the medium band (114 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Judson University Retirement Plan reported net income rose from -$850K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Judson University Retirement Plan end-of-year assets rose from $15M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Judson University Retirement Plan reported participants fell from 127 in the plan year 2022 filing to 114 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 362515868 · Judson University PY 2023 · Other

Judson University Retirement Plan · $16M · 114 · 69th

  • PCT $16M
  • EIN 114
  • RANK 69th
  • PHOTO Other
  • IND near Goodwill Industries of Southern California, Inc. 403(b) Thrift Plan
  • EOY ind #1911

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 →

Judson University Retirement Plan in the asset neighbourhood

Health Management Services Pension PlanHealth Management Services P…$16MJudson University Retirement PlanJudson University Retirement…$16MGoodwill Industries of Southern California, Inc. 403(b) Thrift PlanGoodwill Industries of South…$16MBeverly Hospital Employees' Retirement PlanBeverly Hospital Employees' …$16MKeys School DC Plan$16M
End-of-year total assets ($M) among Judson University Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN362515868
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Judson University)

Sponsor-wide plan assets over time

All Judson University plans reported in each filing year

Latest sponsor-wide plan assets
$18M 20.903290476076005% vs 2022
2024 filing year
$14M$15M$16M$17M$18M 202220232024 $14.6M $17.7M ▲ +20.9%
Year Plans Participants Total Assets
2022 1 127 $15M
2023 1 114 $16M
2024 1 114 $18M

Nearby Other Plans in Illinois

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

Judson University Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Judson University Retirement Plan, Total assets ($B): 0.016156226 · Participants: 114Judson University Retirement PlanNorthwestern University Retirement Plan, Total assets ($B): 4.022176874 · Participants: 9440Northwestern University Retirement PlanThe University of Chicago Contributory Retirement Plan, Total assets ($B): 3.494522229 · Participants: 4796The University of Chicago Contributory Retirement PlanEndeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees, Total assets ($B): 2.005336202 · Participants: 13705Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem EmployeesThe University of Chicago Supplemental Retirement Plan, Total assets ($B): 1.734364044 · Participants: 8254The University of Chicago Supplemental Retirement PlanArgonne National Laboratory 403(b) Employee Retirement Plan, Total assets ($B): 1.577078821 · Participants: 3798Argonne National Laboratory 403(b) Employee Retirement Plan
Judson University Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants

Judson University Retirement Plan's out-of-state Other peers by assets and headcount

Outside Illinois, the nearest Other by assets is Goodwill Industries of Southern California, Inc. 403(b) Thrift Plan in CA ($16M); by covered participants it is St. Joseph's Catholic School Defined Contribution Plan in SC (114 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (114 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.

Frequently Asked Questions

How did Judson University Retirement Plan assets move in 2023?
Judson University Retirement Plan grew at a solid clip - up 10.6% during 2023, from $15M to $16M. Reported net income was $2M.
How have Judson University plan assets changed over time?
Across 3 plan years on file (2022-2024), Judson University's sponsor-wide assets grew 20.9%, from $15M to $18M.
Which Other plans are similar in size to Judson University Retirement Plan?
Among Other plans in other states, the closest by assets is Goodwill Industries of Southern California, Inc. 403(b) Thrift Plan in CA ($16M, 2,960 participants).
Which Other plans cover a similar participant headcount to Judson University Retirement Plan?
Among Other plans in other states, the closest by covered participants is St. Joseph's Catholic School Defined Contribution Plan in SC (114 participants, N/A in assets).