Other · DOL Form 5500 · 2023

Trustees of the Members Retirement Plan Retirement Plan

Data updated 2026-08-25

$674M
Total assets Above avg plan size
3,688
Participants Above avg headcount
98th
Percentile by assets National rank
$182,739
Avg per participant Above avg balance/head
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Official DOL plan name: The Members Retirement Plan · Sponsored by Trustees of the Members Retirement Plan · Illinois · Professional & Technical Services

$674M in assets, 3,688 participants

Trustees of the Members Retirement Plan's The Members Retirement Plan reported $674M in total assets and 3,688 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #20,052 in Professional & Technical Services (20,321 peers)

Coverage in Illinois

The Members Retirement Plan covers 3,688 participants in Illinois, 4.7x the typical Illinois plan (state average ~779 per filing). Assets: $674M.

#20,052
in Professional & Technical Services (20,321 peers)
-0.0%
assets change YoY
6.8×
vs typical plan assets (national mean)

The plan reported a net loss of $370K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Members Retirement Plan's outsized position by total assets

The Members Retirement Plan vs every filed plan by assets

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

$673,942,012 Top 2% higher than 98% 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 Members Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Members Retirement Plan lands in the large band (3,688 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Members Retirement Plan reported net income rose from -$35M in the plan year 2022 filing to -$370K in the plan year 2023 filing.
  • The Members Retirement Plan reported participants fell from 4,105 in the plan year 2022 filing to 3,688 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 362164320 · Trustees of the Members Retirement Plan PY 2023 · Other

The Members Retirement Plan · $674M · 3,688 · 98th

  • EIN $674M
  • RANK 3,688
  • PHOTO 98th
  • IND Other
  • EOY near The Mary Imogene Bassett Hospital Retirement Plan
  • 5500 ind #20052

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 Professional & Technical Services retirement plans → · Plans in Illinois →

The Members Retirement Plan in the asset neighbourhood

The Members Retirement Plan$674MThe Mary Imogene Bassett Hospital Retirement PlanThe Mary Imogene Bassett Hos…$673MIBEW Local 613 Defined Contribution Pension PlanIBEW Local 613 Defined Contr…$671MCentra Health Matching Tax Deferred Savings PlanCentra Health Matching Tax D…$670MMidmichigan Health 403b Savings PlanMidmichigan Health 403b Savi…$665M
End-of-year total assets ($M) among The Members Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$674M
Net Assets (End of Year)$673M
Net Income-$370K
Employer EIN362164320
Plan Effective Date1950-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of the Members Retirement Plan)

Sponsor-wide plan assets over time

All Trustees of the Members Retirement Plan plans reported in each filing year

Latest sponsor-wide plan assets
$699M 3.7549663193118055% vs 2022
2024 filing year
$670M$680M$690M$700M$710M 202220232024 $674M $699M ▲ +3.8%
Year Plans Participants Total Assets
2022 1 4,105 $674M
2023 1 3,688 $674M
2024 1 3,501 $699M

Nearby Other Plans in Illinois

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

The Members Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. 050001000015000 012345 Total assets ($B) Participants The Members Retirement Plan, Total assets ($B): 0.673942012 · Participants: 3688The Members 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 Members Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants
Compare The Members Retirement Plan side-by-side with 3 peers →

The Members Retirement Plan's out-of-state Other peers by assets and headcount

Outside Illinois, the nearest Other by assets is The Mary Imogene Bassett Hospital Retirement Plan in NY ($673M); by covered participants it is Employee Benefit Plan of Sea-Mar Community Health Centers in WA (3,675 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($674M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,688 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 Members Retirement Plan assets move in 2023? ▼
The Members Retirement Plan held essentially flat - down 0.0% during 2023, from $674M to $674M. Reported net income was -$370K.
How have Trustees of the Members Retirement Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of the Members Retirement Plan's sponsor-wide assets grew 3.8%, from $674M to $699M.
Where does The Members Retirement Plan rank by assets among Form 5500 filers? ▼
The Members Retirement Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to The Members Retirement Plan? ▼
Among Other plans in other states, the closest by assets is The Mary Imogene Bassett Hospital Retirement Plan in NY ($673M, 3,677 participants).
Which Other plans cover a similar participant headcount to The Members Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Employee Benefit Plan of Sea-Mar Community Health Centers in WA (3,675 participants, $61M 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 362164320.

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.