Other · DOL Form 5500 · 2024
Society of Actuaries Research Institute Retirement Plan
Data updated 2026-08-25
- $67M
- Total assets Below avg plan size
- 163
- Participants Small participant base
- 87th
- Percentile by assets National rank
- $412,203
- Avg per participant High balance/head
Official DOL plan name: Society of Actuaries Research Institute 403(b) Retirement Plan · Sponsored by Society of Actuaries Research Institute · Illinois · Educational Services
$67M in assets, 163 participants
Society of Actuaries Research Institute's Society of Actuaries Research Institute 403(b) Retirement Plan reported $67M in total assets and 163 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- #2,809 in Educational Services (3,638 peers)
Coverage in Illinois
Society of Actuaries Research Institute 403(b) Retirement Plan covers 163 participants in Illinois, about 21% of the average Illinois filer (state average ~779 per filing). Assets: $67M.
- #2,809
- in Educational Services (3,638 peers)
- +13.5%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Society of Actuaries Research Institute 403(b) Retirement Plan's outsized position by total assets
Society of Actuaries Research Institute 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$67,189,137 Top 13% higher than 87% 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
Society of Actuaries Research Institute 403(b) Retirement 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. Society of Actuaries Research Institute 403(b) Retirement Plan sits mid-pack in the medium band (163 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Society of Actuaries Research Institute 403(b) Retirement Plan reported net income rose from $4M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Society of Actuaries Research Institute 403(b) Retirement Plan end-of-year assets rose from $59M in the plan year 2023 filing to $67M in the plan year 2024 filing.
- Society of Actuaries Research Institute 403(b) Retirement Plan reported participants fell from 172 in the plan year 2023 filing to 163 in the plan year 2024 filing.
DOL schedule card
Filing strip 362136422 · Society of Actuaries Research Institute PY 2024 · Other
Society of Actuaries Research Institute 403(b) Retirement Plan · $67M · 163 · 87th
- EBSA $67M
- EBSA 163
- EBSA 87th
- EBSA Other
- EBSA near California Pacific Medical Center Employee Savings Incentive Deferral Plan (Esip III)
- EBSA ind #2809
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 →
Society of Actuaries Research Institute 403(b) Retirement Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $59M |
|---|---|
| Net Assets (End of Year) | $67M |
| Net Income | $8M |
| Employer EIN | 362136422 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Society of Actuaries Research Institute)
Sponsor-wide plan assets over time
All Society of Actuaries Research Institute plans reported in each filing year
- Latest sponsor-wide plan assets
- $67M 21.800653729309644% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 136 | $55M |
| 2023 | 1 | 172 | $59M |
| 2024 | 1 | 163 | $67M |
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
Society of Actuaries Research Institute 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is California Pacific Medical Center Employee Savings Incentive Deferral Plan (Esip III) in CA ($67M); by covered participants it is The Calvert School 403(b) Retirement Savings Plan in MD (163 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($67M here).
Similar participant headcount
Nearest other-state filings by covered participants (163 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.