Other · DOL Form 5500 · 2024
Illinois College of Optometry Retirement Plan
Data updated 2026-08-25
- $108M
- Total assets Near avg plan size
- 224
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $484,195
- Avg per participant High balance/head
Official DOL plan name: Illinois College of Optometry Master Retirement and Annuity Plan · Sponsored by Illinois College of Optometry · Illinois · Educational Services
$108M in assets, 224 participants
Illinois College of Optometry's Illinois College of Optometry Master Retirement and Annuity Plan reported $108M in total assets and 224 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- #3,071 in Educational Services (3,638 peers)
Coverage in Illinois
Illinois College of Optometry Master Retirement and Annuity Plan covers 224 participants in Illinois, about 29% of the average Illinois filer (state average ~779 per filing). Assets: $108M.
- #3,071
- in Educational Services (3,638 peers)
- +8.9%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Illinois College of Optometry Master Retirement and Annuity Plan's outsized position by total assets
Illinois College of Optometry Master Retirement and Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$108,459,741 Top 9% higher than 91% 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
Illinois College of Optometry Master Retirement and Annuity Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Illinois College of Optometry Master Retirement and Annuity Plan sits mid-pack in the medium band (224 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Illinois College of Optometry Master Retirement and Annuity Plan reported net income fell from $11M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Illinois College of Optometry Master Retirement and Annuity Plan end-of-year assets rose from $100M in the plan year 2023 filing to $108M in the plan year 2024 filing.
- Illinois College of Optometry Master Retirement and Annuity Plan reported participants fell from 229 in the plan year 2023 filing to 224 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 362310478 · Illinois College of Optometry PY 2024 · Other
Illinois College of Optometry Master Retirement and Annuity Plan · $108M · 224 · 91st
- EIN $108M
- RANK 224
- PHOTO 91st
- IND Other
- EOY near Montclair Kimberley Academy Foundation Defined Contribution and Supplemental Ret. Annuity Plan
- 5500 ind #3071
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 →
Illinois College of Optometry Master Retirement and Annuity Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $100M |
|---|---|
| Net Assets (End of Year) | $108M |
| Net Income | $9M |
| Employer EIN | 362310478 |
| Plan Effective Date | 1970-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Illinois College of Optometry)
Sponsor-wide plan assets over time
All Illinois College of Optometry plans reported in each filing year
- Latest sponsor-wide plan assets
- $108M 22.616353203229302% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 240 | $88M |
| 2023 | 1 | 229 | $100M |
| 2024 | 1 | 224 | $108M |
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
Illinois College of Optometry Master Retirement and Annuity Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Montclair Kimberley Academy Foundation Defined Contribution and Supplemental Ret. Annuity Plan in NJ ($108M); by covered participants it is Upac 403b Plan in CA (224 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($108M here).
- Montclair Kimberley Academy Foundation Defined Contribution and Supplemental Ret. Annuity Plan (NJ) $108M · 242
- St. Mary's Healthcare System for Children, Inc. 403(b) Retirement Plan (NY) $108M · 1,159
- The South County Hospital 403(b) Retirement Plan (RI) $109M · 1,406
- Wofford College Defined Contribution Retirement Plan (SC) $109M · 447
Similar participant headcount
Nearest other-state filings by covered participants (224 participants); asset peers above are excluded.
- Upac 403b Plan (CA) 224 · 0 off
- Suffield Academy 403(b) Retirement Plan (CT) 224 · 0 off
- Valley Forge Educational Services Tiaa-Cref Section 403 B DC Retirement Plan (PA) 224 · 0 off
- Whyy, Inc. Defined Contribution Retirement Plan (PA) 224 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.