Other · DOL Form 5500 · 2024
Wheaton Academy Retirement Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 86
- Participants Small participant base
- 57th
- Percentile by assets National rank
- $123,817
- Avg per participant Near avg balance/head
Official DOL plan name: Wheaton Academy 403(b) DC Plan · Sponsored by Wheaton Academy · Illinois · Educational Services
$11M in assets, 86 participants
Wheaton Academy's Wheaton Academy 403(b) DC Plan reported $11M in total assets and 86 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.
- #1,446 in Educational Services (3,638 peers)
Wheaton Academy multi-year trail
Wheaton Academy's plans moved +39.4% in assets from 2022 to 2024; this filing shows Wheaton Academy 403(b) DC Plan at $11M / 86 participants.
- #1,446
- in Educational Services (3,638 peers)
- +20.0%
- assets growth YoY
Wheaton Academy 403(b) DC Plan's mid-pack asset rank among Educational Services and all filers
Wheaton Academy 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,648,223 Top 43% higher than 57% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Wheaton Academy 403(b) DC Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wheaton Academy 403(b) DC Plan is a small filing (86 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Wheaton Academy 403(b) DC Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Wheaton Academy 403(b) DC Plan end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Wheaton Academy 403(b) DC Plan reported participants rose from 84 in the plan year 2023 filing to 86 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 362388793 · Wheaton Academy PY 2024 · Other
Wheaton Academy 403(b) DC Plan · $11M · 86 · 57th
- PCT $11M
- PCT 86
- PCT 57th
- PCT Other
- PCT near Glide Foundation 403(b) Plan
- PCT ind #1446
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 →
Wheaton Academy 403(b) DC Plan in the asset neighbourhood
Wheaton Academy multi-year asset trail
Sponsor-wide plan assets over time
All Wheaton Academy plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 39.40079336870384% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 80 | $8M |
| 2023 | 1 | 84 | $9M |
| 2024 | 1 | 86 | $11M |
Wheaton Academy filing trail (2024)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $2M |
| Employer EIN | 362388793 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Illinois
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwestern University Retirement Plan $4.4B · 9,328
- The University of Chicago Contributory Retirement Plan $3.8B · 5,144
- Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees $2.1B · 13,718
- The University of Chicago Supplemental Retirement Plan $1.9B · 8,635
- Rush University Medical Center 403(b) Retirement Savings Plan $1.8B · 13,592
Wheaton Academy 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Glide Foundation 403(b) Plan in CA ($11M); by covered participants it is The Children's Cabinet, Inc. 403(*B) Retirement Plan in NV (86 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (86 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.