Other · DOL Form 5500 · 2023
Lake Forest Graduate School of Management Retirement Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 208
- Participants Below avg headcount
- 65th
- Percentile by assets National rank
- $63,598
- Avg per participant Low balance/head
Official DOL plan name: Lake Forest Graduate School of Management Retirement Savings Plan · Sponsored by Lake Forest Graduate School of Management · Illinois · Educational Services
$13M in assets, 208 participants
Lake Forest Graduate School of Management's Lake Forest Graduate School of Management Retirement Savings Plan reported $13M in total assets and 208 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.
- #1,761 in Educational Services (3,735 peers)
Coverage in Illinois
Lake Forest Graduate School of Management Retirement Savings Plan covers 208 participants in Illinois, about 27% of the average Illinois filer (state average ~779 per filing). Assets: $13M.
- #1,761
- in Educational Services (3,735 peers)
- +14.7%
- assets growth YoY
Lake Forest Graduate School of Management Retirement Savings Plan's mid-pack asset rank among Educational Services and all filers
Lake Forest Graduate School of Management Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$13,228,360 Top 35% higher than 65% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Lake Forest Graduate School of Management Retirement Savings 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. Lake Forest Graduate School of Management Retirement Savings Plan sits mid-pack in the medium band (208 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lake Forest Graduate School of Management Retirement Savings Plan reported net income rose from $980K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Lake Forest Graduate School of Management Retirement Savings Plan end-of-year assets rose from $12M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- Lake Forest Graduate School of Management Retirement Savings Plan reported participants fell from 226 in the plan year 2022 filing to 208 in the plan year 2023 filing.
DOL schedule card
Filing strip 237013253 · Lake Forest Graduate School of Management PY 2023 · Other
Lake Forest Graduate School of Management Retirement Savings Plan · $13M · 208 · 65th
- BOOK $13M
- BOOK 208
- BOOK 65th
- BOOK Other
- BOOK near Center for Sustainable Energy
- BOOK ind #1761
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 →
Lake Forest Graduate School of Management Retirement Savings Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $2M |
| Employer EIN | 237013253 |
| Plan Effective Date | 1975-06-23 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lake Forest Graduate School of Management)
Sponsor-wide plan assets over time
All Lake Forest Graduate School of Management plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 13.729104350263047% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 226 | $12M |
| 2023 | 1 | 208 | $13M |
| 2024 | 1 | 170 | $13M |
Nearby Other Plans in Illinois
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwestern University Retirement Plan $4.0B · 9,440
- The University of Chicago Contributory Retirement Plan $3.5B · 4,796
- Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees $2.0B · 13,705
- The University of Chicago Supplemental Retirement Plan $1.7B · 8,254
- Argonne National Laboratory 403(b) Employee Retirement Plan $1.6B · 3,798
Lake Forest Graduate School of Management Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Center for Sustainable Energy in CA ($13M); by covered participants it is Lamprey Health Care 403(b) Plan in NH (208 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Center for Sustainable Energy (CA) $13M · 256
- Pomerene Hospital 403(b) Match Plan (OH) $13M · 477
- Manchester Bidwell Corporation 403(b) Plan (PA) $13M · 81
- Van Wert County Hospital-Tax Deferred 403(b) Plan (OH) $13M · 454
Similar participant headcount
Nearest other-state filings by covered participants (208 participants); asset peers above are excluded.
- Lamprey Health Care 403(b) Plan (NH) 208 · 0 off
- Silicon Valley International School 403(b)Retirement Plan (CA) 208 · 0 off
- Sacramento Country Day School (CA) 208 · 0 off
- Third Street Family Health Services Retirement Plan (OH) 208 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.