Other · DOL Form 5500 · 2023

Frank Lloyd Wright Trust Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
17
Participants Small participant base
44th
Percentile by assets National rank
$286,560
Avg per participant High balance/head
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Official DOL plan name: Defined Contribution Money Purchase Retirement Plan for Employees · Sponsored by Frank Lloyd Wright Trust · Illinois · Arts, Entertainment & Recreation

$5M in assets, 17 participants

Frank Lloyd Wright Trust's Defined Contribution Money Purchase Retirement Plan for Employees reported $5M in total assets and 17 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #1,893 in Arts, Entertainment & Recreation (2,945 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, Defined Contribution Money Purchase Retirement Plan for Employees ranks #1,893 of 2,945 2023 filers by assets (570% of the sector average)-$5M for 17 participants.

#1,893
in Arts, Entertainment & Recreation (2,945 peers)
+8.8%
assets growth YoY

Defined Contribution Money Purchase Retirement Plan for Employees's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Defined Contribution Money Purchase Retirement Plan for Employees vs every filed plan by assets

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

$4,871,522 44th percentile higher than 44% 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

Defined Contribution Money Purchase Retirement Plan for Employees among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Defined Contribution Money Purchase Retirement Plan for Employees is a small filing (17 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Defined Contribution Money Purchase Retirement Plan for Employees reported net income rose from $120K in the plan year 2022 filing to $396K in the plan year 2023 filing.
  • Defined Contribution Money Purchase Retirement Plan for Employees end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Defined Contribution Money Purchase Retirement Plan for Employees reported participants rose from 16 in the plan year 2022 filing to 17 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 237414937 · Frank Lloyd Wright Trust PY 2023 · Other

Defined Contribution Money Purchase Retirement Plan for Employees · $5M · 17 · 44th

  • BOOK $5M
  • BOOK 17
  • BOOK 44th
  • BOOK Other
  • BOOK near Covia Communities 403(b) Plan
  • BOOK ind #1893

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 Arts, Entertainment & Recreation retirement plans → · Plans in Illinois →

Defined Contribution Money Purchase Retirement Plan for Employees in the asset neighbourhood

403(b) Thrift Plan of Goodwill-Southwest Florida403(b) Thrift Plan of Goodwi…$5MHope Christian Schools, Inc. 403(b) PlanHope Christian Schools, Inc.…$5MDefined Contribution Money Purchase Retirement Plan for EmployeesDefined Contribution Money P…$5MCovia Communities 403(b) Plan$5MThe Garden Club of America Casey Trees Defined Contribution Retirement PlanThe Garden Club of America C…$5M
End-of-year total assets ($M) among Defined Contribution Money Purchase Retirement Plan for Employees and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$396K
Employer EIN237414937
Plan Effective Date1990-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Frank Lloyd Wright Trust)

Sponsor-wide plan assets over time

All Frank Lloyd Wright Trust plans reported in each filing year

Latest sponsor-wide plan assets
$5M 14.500997624915374% vs 2022
2024 filing year
$4.4M$4.6M$4.8M$5M$5.2M 202220232024 $4.48M $5.12M ▲ +14.3%
Year Plans Participants Total Assets
2022 1 16 $4M
2023 1 17 $5M
2024 1 20 $5M

Nearby Other Plans in Illinois

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

Defined Contribution Money Purchase Retirement Plan for Employees vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Defined Contribution Money Purchase Retirement Plan for Employees, Total assets ($B): 0.004871522 · Participants: 17Defined Contribution Money Purchase Retirement Plan for EmployeesNorthwestern 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
Defined Contribution Money Purchase Retirement Plan for Employees vs. nearby Other plans in Illinois, assets vs. participants
Compare Defined Contribution Money Purchase Retirement Plan for Employees side-by-side with 3 peers →

Defined Contribution Money Purchase Retirement Plan for Employees's out-of-state Other peers by assets and headcount

Outside Illinois, the nearest Other by assets is Covia Communities 403(b) Plan in CA ($5M); by covered participants it is Virginia Child Care Resource and Referral Network in VA (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 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 Defined Contribution Money Purchase Retirement Plan for Employees assets move in 2023? ▼
Defined Contribution Money Purchase Retirement Plan for Employees grew at a solid clip - up 8.8% during 2023, from $4M to $5M. Reported net income was $396K.
How have Frank Lloyd Wright Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Frank Lloyd Wright Trust's sponsor-wide assets grew 14.5%, from $4M to $5M.
Which Other plans are similar in size to Defined Contribution Money Purchase Retirement Plan for Employees? ▼
Among Other plans in other states, the closest by assets is Covia Communities 403(b) Plan in CA ($5M, 1,099 participants).
Which Other plans cover a similar participant headcount to Defined Contribution Money Purchase Retirement Plan for Employees? ▼
Among Other plans in other states, the closest by covered participants is Virginia Child Care Resource and Referral Network in VA (17 participants, $978K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 237414937.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.