Other · DOL Form 5500 · 2023
Roosevelt University Retirement Plan
Data updated 2026-08-11
- $121M
- Total assets
- 522
- Participants
- 92nd
- Percentile by assets
- $232,749
- Avg per participant
Official DOL plan name: Roosevelt University 403(b) Retirement Plan · Sponsored by Roosevelt University · Illinois · Educational Services
$121M in assets, 522 participants
Roosevelt University's Roosevelt University 403(b) Retirement Plan reported $121M in total assets and 522 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- 92nd percentile by assets (of 127,072 plans)
- #3,249 in Educational Services (3,735 peers)
Where Roosevelt University 403(b) Retirement Plan sits by assets
Roosevelt University 403(b) Retirement Plan sits in the top 10% of all filed plans by assets, $121M for 522 participants (~$232,749/participant), up 5.6% in 2023.
- $121M
- total plan assets (2023 EOY)
- 522
- covered participants
- 92nd
- percentile by assets (of 127,072 plans)
- $232,749
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Roosevelt University 403(b) Retirement Plan reported net income rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Roosevelt University 403(b) Retirement Plan end-of-year assets rose from $115M in the plan year 2022 filing to $121M in the plan year 2023 filing.
Roosevelt University 403(b) Retirement Plan vs the 2023 asset distribution
By assets, Roosevelt University 403(b) Retirement Plan outranks 92% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $115M |
|---|---|
| Net Assets (End of Year) | $121M |
| Net Income | $6M |
| Employer EIN | 362167854 |
| Plan Effective Date | 1974-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Roosevelt University)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 972 | $195M |
| 2023 | 2 | 937 | $205M |
| 2024 | 2 | 914 | $208M |
Nearby Other Plans in Illinois
Peer Other plans, same state, same plan type, ranked by total assets.
Roosevelt University 403(b) Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Roosevelt University 403(b) Retirement Plan by total assets, not by location.
- Woodward Academy, Inc. Retirement Plan (GA) $121M · 722
- Akron Children's Hospital Retirement Security Plan (OH) $121M · 5,400
- Barry University Defined Contribution Plan (FL) $122M · 451
- Hampton University Defined Contribution Retirement Plan (VA) $122M · 556
Frequently Asked Questions
How did Roosevelt University 403(b) Retirement Plan assets move in 2023? ▼
How have Roosevelt University plan assets changed over time? ▼
Where does Roosevelt University 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
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Scale reading
Ways to act on Roosevelt University 403(b) Retirement Plan's numbers.
- By total assets, Roosevelt University 403(b) Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Illinois. Compare plans
- Roosevelt University's sponsor-wide assets have grown 7.0% since 2022 across 3 plan years on file. More Educational Services plans