Defined Benefit (Pension) · DOL Form 5500 · 2023
Illinois Education Association Pension Plan
Data updated 2026-08-25
- $160M
- Total assets Near avg plan size
- 119
- Participants Small participant base
- 94th
- Percentile by assets National rank
- $1.3M
- Avg per participant High balance/head
Official DOL plan name: Illinois Education Association Staff Retirement Plan · Sponsored by Illinois Education Association · Illinois · Other Services
$160M in assets, 119 participants
Illinois Education Association's Illinois Education Association Staff Retirement Plan reported $160M in total assets and 119 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #7,708 in Other Services (7,857 peers)
Coverage in Illinois
Illinois Education Association Staff Retirement Plan covers 119 participants in Illinois, about 15% of the average Illinois filer (state average ~779 per filing). Assets: $160M.
- #7,708
- in Other Services (7,857 peers)
- +12.9%
- assets growth YoY
- 1.6×
- vs typical plan assets (national mean)
Illinois Education Association Staff Retirement Plan's outsized position by total assets
Illinois Education Association Staff Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$159,667,356 Top 6% higher than 94% 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
Illinois Education Association Staff 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. Illinois Education Association Staff Retirement Plan sits mid-pack in the medium band (119 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Illinois Education Association Staff Retirement Plan reported net income rose from $15M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- Illinois Education Association Staff Retirement Plan end-of-year assets rose from $141M in the plan year 2022 filing to $160M in the plan year 2023 filing.
- Illinois Education Association Staff Retirement Plan reported participants rose from 111 in the plan year 2022 filing to 119 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 370343490 · Illinois Education Association PY 2023 · Defined Benefit (Pension)
Illinois Education Association Staff Retirement Plan · $160M · 119 · 94th
- TYPE $160M
- NET 119
- BOOK 94th
- VS-ST Defined Benefit (Pension)
- BOY near Ampex Consolidated Retirement Plan
- SCH ind #7708
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 Other Services retirement plans → · Plans in Illinois →
Illinois Education Association Staff Retirement Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $141M |
|---|---|
| Net Assets (End of Year) | $160M |
| Net Income | $18M |
| Employer EIN | 370343490 |
| Plan Effective Date | 1948-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Illinois Education Association)
Sponsor-wide plan assets over time
All Illinois Education Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $209M 9.654280882001688% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 305 | $190M |
| 2023 | 2 | 225 | $187M |
| 2024 | 2 | 225 | $209M |
Nearby Defined Benefit (Pension) Plans in Illinois
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central States, Southeast & Southwest Areas Pension Plan $49.7B · 48,538
- State Farm Insurance Companies Retirement Plan for United States Employees $35.2B · 45,001
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.0B · 20,680
- John Deere Pension Plan for Salaried Employees $8.0B · 16,346
- Abbott Laboratories Annuity Retirement Plan $7.8B · 17,382
Illinois Education Association Staff Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is Ampex Consolidated Retirement Plan in CT ($160M); by covered participants it is Mcwane Pension Plan for Salaried Employees in AL (119 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($160M here).
- Ampex Consolidated Retirement Plan (CT) $160M · N/A
- The Cooper Companies, Inc. Retirement Income Plan (CA) $160M · 1,628
- Oce Employees' Cash Accumulation Plan (NY) $160M · 600
- Pension Fund of Wardrobe Attendants Union Local 764 (NY) $159M · 1,630
Similar participant headcount
Nearest other-state filings by covered participants (119 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.