Other · DOL Form 5500 · 2023

Erikson Institute Retirement Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
224
Participants Below avg headcount
84th
Percentile by assets National rank
$193,265
Avg per participant Above avg balance/head
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Official DOL plan name: Erikson Institute DC Retirement Plan · Sponsored by Erikson Institute · Illinois · Educational Services

$43M in assets, 224 participants

Erikson Institute's Erikson Institute DC Retirement Plan reported $43M in total assets and 224 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #2,669 in Educational Services (3,735 peers)

Coverage in Illinois

Erikson Institute DC Retirement Plan covers 224 participants in Illinois, about 29% of the average Illinois filer (state average ~779 per filing). Assets: $43M.

#2,669
in Educational Services (3,735 peers)
+6.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Erikson Institute DC Retirement Plan's outsized position by total assets

Erikson Institute DC Retirement Plan vs every filed plan by assets

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

$43,291,365 Top 16% higher than 84% 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

Erikson Institute DC 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. Erikson Institute DC Retirement Plan sits mid-pack in the medium band (224 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Erikson Institute DC Retirement Plan reported net income fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Erikson Institute DC Retirement Plan reported participants rose from 205 in the plan year 2022 filing to 224 in the plan year 2023 filing.
  • Erikson Institute DC Retirement Plan end-of-year assets rose from $41M in the plan year 2022 filing to $43M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 362593545 · Erikson Institute PY 2023 · Other

Erikson Institute DC Retirement Plan · $43M · 224 · 84th

  • EBSA $43M
  • PART 224
  • TYPE 84th
  • NET Other
  • BOOK near Graduate Management Admission Council Retirement Plan
  • VS-ST ind #2669

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 →

Erikson Institute DC Retirement Plan in the asset neighbourhood

403(b) Thrift Plan of Thundermist Health Center403(b) Thrift Plan of Thunde…$43MGraduate Management Admission Council Retirement PlanGraduate Management Admissio…$43MErikson Institute DC Retirement PlanErikson Institute DC Retirem…$43MConverse University Defined Contribution Retirement PlanConverse University Defined …$43MFort Worth Country Day School Defined Contribution Retirement PlanFort Worth Country Day Schoo…$43M
End-of-year total assets ($M) among Erikson Institute DC Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$43M
Net Income$3M
Employer EIN362593545
Plan Effective Date1974-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Erikson Institute)

Sponsor-wide plan assets over time

All Erikson Institute plans reported in each filing year

Latest sponsor-wide plan assets
$43M 6.494487760334525% vs 2022
2024 filing year
$40M$41M$42M$43M$44M 202220232024 $40.8M $43.4M ▲ +6.5%
Year Plans Participants Total Assets
2022 1 205 $41M
2023 1 224 $43M
2024 1 230 $43M

Nearby Other Plans in Illinois

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

Erikson Institute DC Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Erikson Institute DC Retirement Plan, Total assets ($B): 0.043291365 · Participants: 224Erikson Institute DC 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
Erikson Institute DC Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants
Compare Erikson Institute DC Retirement Plan side-by-side with 3 peers →

Erikson Institute DC Retirement Plan's out-of-state Other peers by assets and headcount

Outside Illinois, the nearest Other by assets is Graduate Management Admission Council Retirement Plan in VA ($43M); by covered participants it is Suffield Academy 403(b) Retirement Plan in CT (224 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (224 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 Erikson Institute DC Retirement Plan assets move in 2023? ▼
Erikson Institute DC Retirement Plan grew at a solid clip - up 6.1% during 2023, from $41M to $43M. Reported net income was $3M.
How have Erikson Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Erikson Institute's sponsor-wide assets grew 6.5%, from $41M to $43M.
Where does Erikson Institute DC Retirement Plan rank by assets among Form 5500 filers? ▼
Erikson Institute DC Retirement Plan ranks in the 84th 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 Erikson Institute DC Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Graduate Management Admission Council Retirement Plan in VA ($43M, 99 participants).
Which Other plans cover a similar participant headcount to Erikson Institute DC Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Suffield Academy 403(b) Retirement Plan in CT (224 participants, $52M 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 362593545.

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.