Other · DOL Form 5500 · 2023

Francis W. Parker School Retirement Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
138
Participants Small participant base
76th
Percentile by assets National rank
$181,199
Avg per participant Above avg balance/head
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Official DOL plan name: Francis W. Parker School Tax Deferred Annuity Plan · Sponsored by Francis W. Parker School · Illinois · Educational Services

$25M in assets, 138 participants

Francis W. Parker School's Francis W. Parker School Tax Deferred Annuity Plan reported $25M in total assets and 138 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #2,269 in Educational Services (3,735 peers)

Coverage in Illinois

Francis W. Parker School Tax Deferred Annuity Plan covers 138 participants in Illinois, about 18% of the average Illinois filer (state average ~779 per filing). Assets: $25M.

#2,269
in Educational Services (3,735 peers)
+13.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Francis W. Parker School Tax Deferred Annuity Plan's outsized position by total assets

Francis W. Parker School Tax Deferred Annuity Plan vs every filed plan by assets

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

$25,005,530 Top 24% higher than 76% 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

Francis W. Parker School Tax Deferred Annuity 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. Francis W. Parker School Tax Deferred Annuity Plan sits mid-pack in the medium band (138 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Francis W. Parker School Tax Deferred Annuity Plan reported net income rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Francis W. Parker School Tax Deferred Annuity Plan end-of-year assets rose from $22M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Francis W. Parker School Tax Deferred Annuity Plan reported participants fell from 146 in the plan year 2022 filing to 138 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 362171732 · Francis W. Parker School PY 2023 · Other

Francis W. Parker School Tax Deferred Annuity Plan · $25M · 138 · 76th

  • BOOK $25M
  • VS-ST 138
  • BOY 76th
  • SCH Other
  • EBSA near Silicon Valley International School 403(b)Retirement Plan
  • PART ind #2269

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 →

Francis W. Parker School Tax Deferred Annuity Plan in the asset neighbourhood

Francis W. Parker School Tax Deferred Annuity PlanFrancis W. Parker School Tax…$25MSilicon Valley International School 403(b)Retirement PlanSilicon Valley International…$25M403(b) Thrift Plan for Employees of the San Francisco Food Bank403(b) Thrift Plan for Emplo…$25MWayside Youth & Family Support Network, Inc. 403(b) PlanWayside Youth & Family Suppo…$25MThe Montgomery Academy Retirement PlanThe Montgomery Academy Retir…$25M
End-of-year total assets ($M) among Francis W. Parker School Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$25M
Net Income$3M
Employer EIN362171732
Plan Effective Date1980-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Francis W. Parker School)

Sponsor-wide plan assets over time

All Francis W. Parker School plans reported in each filing year

Latest sponsor-wide plan assets
$114M 26.72349339125889% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $90.1M $114M ▲ +26.7%
Year Plans Participants Total Assets
2022 2 378 $90M
2023 2 363 $103M
2024 2 373 $114M

Nearby Other Plans in Illinois

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

Francis W. Parker School Tax Deferred Annuity Plan vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Francis W. Parker School Tax Deferred Annuity Plan, Total assets ($B): 0.02500553 · Participants: 138Francis W. Parker School Tax Deferred Annuity 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
Francis W. Parker School Tax Deferred Annuity Plan vs. nearby Other plans in Illinois, assets vs. participants
Compare Francis W. Parker School Tax Deferred Annuity Plan side-by-side with 3 peers →

Francis W. Parker School Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Illinois, the nearest Other by assets is Silicon Valley International School 403(b)Retirement Plan in CA ($25M); by covered participants it is Hospice of Southern Maine Retirement Savings Plan in ME (138 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (138 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 Francis W. Parker School Tax Deferred Annuity Plan assets move in 2023? ▼
Francis W. Parker School Tax Deferred Annuity Plan grew at a solid clip - up 13.4% during 2023, from $22M to $25M. Reported net income was $3M.
How have Francis W. Parker School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Francis W. Parker School's sponsor-wide assets grew 26.7%, from $90M to $114M.
Where does Francis W. Parker School Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Francis W. Parker School Tax Deferred Annuity Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Francis W. Parker School Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Silicon Valley International School 403(b)Retirement Plan in CA ($25M, 208 participants).
Which Other plans cover a similar participant headcount to Francis W. Parker School Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Hospice of Southern Maine Retirement Savings Plan in ME (138 participants, $7M 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 362171732.

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.