Money Purchase · DOL Form 5500 · 2023
Roosevelt University Money Purchase Plan
Data updated 2026-08-25
- $84M
- Total assets Below avg plan size
- 415
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $202,320
- Avg per participant Above avg balance/head
Official DOL plan name: Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators · Sponsored by Roosevelt University · Illinois · Educational Services
$84M in assets, 415 participants
Roosevelt University's Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators reported $84M in total assets and 415 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- #3,076 in Educational Services (3,735 peers)
Where Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators sits by assets
Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators sits in the top 10% of all filed plans by assets, $84M for 415 participants (~$202,320/participant), up 5.4% in 2023.
- #3,076
- in Educational Services (3,735 peers)
- +5.4%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators's outsized position by total assets
Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$83,962,804 Top 10% higher than 90% 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
Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators 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. Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators sits mid-pack in the medium band (415 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators reported net income rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators reported participants fell from 451 in the plan year 2022 filing to 415 in the plan year 2023 filing.
- Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators end-of-year assets rose from $80M in the plan year 2022 filing to $84M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 362167854 · Roosevelt University PY 2023 · Money Purchase
Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators · $84M · 415 · 90th
- IND $84M
- EOY 415
- 5500 90th
- ASSETS Money Purchase
- PCT near Baker College Employees' Pension Trust
- EIN ind #3076
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 →
Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $80M |
|---|---|
| Net Assets (End of Year) | $84M |
| Net Income | $4M |
| Employer EIN | 362167854 |
| Plan Effective Date | 1989-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Roosevelt University)
Sponsor-wide plan assets over time
All Roosevelt University plans reported in each filing year
- Latest sponsor-wide plan assets
- $208M 7.002225861623569% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 972 | $195M |
| 2023 | 2 | 937 | $205M |
| 2024 | 2 | 914 | $208M |
Nearby Money Purchase Plans in Illinois
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Retirement Plan for Employees of Fermi Research Alliance, LLC $751M · 1,685
- NECA-IBEW Local 176 Pension Trust Fund $678M · 2,263
- NECA-IBEW Local 364 Defined Contribution Plan $468M · 763
- International Association of Heat and Frost Insulators Local 17 Annuity Fund $194M · 1,187
- Sheet Metal Workers Local 219 Retirement Savings Fund $184M · 907
Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators's out-of-state Money Purchase peers by assets and headcount
Outside Illinois, the nearest Money Purchase by assets is Baker College Employees' Pension Trust in MI ($84M); by covered participants it is Riverdale Country School Defined Contribution Retirement Plan in NY (415 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($84M here).
- Baker College Employees' Pension Trust (MI) $84M · 426
- Bozeman Health Retirement Plan (MT) $85M · 1,750
- Institute for Advanced Study Defined Contribution Retirement Plan (NJ) $83M · 200
- Florida Ubc Supplemental Pension Plan (TN) $83M · 6,111
Similar participant headcount
Nearest other-state filings by covered participants (415 participants); asset peers above are excluded.
- Riverdale Country School Defined Contribution Retirement Plan (NY) 415 · 0 off
- Sheet Metal Workers Local 24 Cincinnati Area Retirement Plan and Trust (OH) 416 · 1 off
- Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust (MT) 418 · 3 off
- Vista Hill Foundation Money Purchase Pension Plan (CA) 419 · 4 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.