Other · DOL Form 5500 · 2023

Lester and Rosalie Anixter Center Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
144
Participants Small participant base
42nd
Percentile by assets National rank
$31,252
Avg per participant Low balance/head
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Official DOL plan name: The Center Bargaining Unit Retirement Plan · Sponsored by Lester and Rosalie Anixter Center · Illinois · Healthcare & Social Assistance

$5M in assets, 144 participants

Lester and Rosalie Anixter Center's The Center Bargaining Unit Retirement Plan reported $5M in total assets and 144 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #8,095 in Healthcare & Social Assistance (17,684 peers)

Coverage in Illinois

The Center Bargaining Unit Retirement Plan covers 144 participants in Illinois, about 18% of the average Illinois filer (state average ~779 per filing). Assets: $5M.

#8,095
in Healthcare & Social Assistance (17,684 peers)
+5.4%
assets growth YoY

The Center Bargaining Unit Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

The Center Bargaining Unit Retirement Plan vs every filed plan by assets

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

$4,500,252 42nd percentile higher than 42% 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

The Center Bargaining Unit 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. The Center Bargaining Unit Retirement Plan sits mid-pack in the medium band (144 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Center Bargaining Unit Retirement Plan reported net income rose from -$752K in the plan year 2022 filing to $230K in the plan year 2023 filing.
  • The Center Bargaining Unit Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • The Center Bargaining Unit Retirement Plan reported participants fell from 146 in the plan year 2022 filing to 144 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 362244895 · Lester and Rosalie Anixter Center PY 2023 · Other

The Center Bargaining Unit Retirement Plan · $5M · 144 · 42nd

  • SCH $5M
  • EBSA 144
  • PART 42nd
  • TYPE Other
  • NET near Bethany Retirement Home, Inc. Tax Deferred Annuity Plan
  • BOOK ind #8095

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 Healthcare & Social Assistance retirement plans → · Plans in Illinois →

The Center Bargaining Unit Retirement Plan in the asset neighbourhood

Alliance Healthcare Services Employee RetirementAlliance Healthcare Services…$5MThe Phoenix House of California 403(b) Retirement PlanThe Phoenix House of Califor…$5MThe Center Bargaining Unit Retirement PlanThe Center Bargaining Unit R…$5MBethany Retirement Home, Inc. Tax Deferred Annuity PlanBethany Retirement Home, Inc…$5MMab Community Services Retirement Savings PlanMab Community Services Retir…$4M
End-of-year total assets ($M) among The Center Bargaining Unit Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$230K
Employer EIN362244895
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lester and Rosalie Anixter Center)

Sponsor-wide plan assets over time

All Lester and Rosalie Anixter Center plans reported in each filing year

Latest sponsor-wide plan assets
$13M 22.018679332196164% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $10.7M $13M ▲ +22.0%
Year Plans Participants Total Assets
2022 2 316 $11M
2023 2 315 $12M
2024 2 320 $13M

Nearby Other Plans in Illinois

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

The Center Bargaining Unit Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants The Center Bargaining Unit Retirement Plan, Total assets ($B): 0.004500252 · Participants: 144The Center Bargaining Unit 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
The Center Bargaining Unit Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants
Compare The Center Bargaining Unit Retirement Plan side-by-side with 3 peers →

The Center Bargaining Unit Retirement Plan's out-of-state Other peers by assets and headcount

Outside Illinois, the nearest Other by assets is Bethany Retirement Home, Inc. Tax Deferred Annuity Plan in NY ($5M); by covered participants it is Uhealthsolutions, Inc. Section 403(b) Plan in MA (144 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (144 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 The Center Bargaining Unit Retirement Plan assets move in 2023? ▼
The Center Bargaining Unit Retirement Plan grew at a solid clip - up 5.4% during 2023, from $4M to $5M. Reported net income was $230K.
How have Lester and Rosalie Anixter Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lester and Rosalie Anixter Center's sponsor-wide assets grew 22.0%, from $11M to $13M.
Which Other plans are similar in size to The Center Bargaining Unit Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Bethany Retirement Home, Inc. Tax Deferred Annuity Plan in NY ($5M, 229 participants).
Which Other plans cover a similar participant headcount to The Center Bargaining Unit Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Uhealthsolutions, Inc. Section 403(b) Plan in MA (144 participants, $5M 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 362244895.

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.