Other · DOL Form 5500 · 2024
Wheaton College Retirement Plan
Data updated 2026-07-24
- $239M
- Total assets
- 1,027
- Participants
- 95th
- Percentile by assets
- $232,384
- Avg per participant
Official DOL plan name: Wheaton College Retirement Plan · Sponsored by Wheaton College · Illinois · Educational Services
$239M in assets, 1,027 participants
Wheaton College's Wheaton College Retirement Plan reported $239M in total assets and 1,027 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- 95th percentile by assets (of 116,472 plans)
Where Wheaton College Retirement Plan sits by assets
Wheaton College Retirement Plan sits in the top 5% of all filed plans by assets, $239M for 1,027 participants (~$232,384/participant), up 4.6% in 2024.
- $239M
- total plan assets (2024 EOY)
- 1,027
- covered participants
- 95th
- percentile by assets (of 116,472 plans)
- $232,384
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Wheaton College Retirement Plan reported participants rose from 661 in the plan year 2023 filing to 1,027 in the plan year 2024 filing.
- Wheaton College Retirement Plan reported net income fell from $23M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- Wheaton College Retirement Plan end-of-year assets rose from $228M in the plan year 2023 filing to $239M in the plan year 2024 filing.
Wheaton College Retirement Plan vs the 2024 asset distribution
By assets, Wheaton College Retirement Plan outranks 95% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 2.4x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $228M |
|---|---|
| Net Assets (End of Year) | $239M |
| Net Income | $10M |
| Employer EIN | 362182171 |
| Plan Effective Date | 1963-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wheaton College)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 673 | $205M |
| 2023 | 1 | 661 | $228M |
| 2024 | 1 | 1,027 | $239M |
Nearby Other Plans in Illinois
Peer Other plans, same state, same plan type, ranked by total assets.
Wheaton College Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Wheaton College Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Wheaton College Retirement Plan assets move in 2024? ▼
How have Wheaton College plan assets changed over time? ▼
Where does Wheaton College Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Wheaton College Retirement Plan? ▼
Next read for Wheaton College Retirement Plan
Scale reading
Ways to act on Wheaton College Retirement Plan's numbers.
- By total assets, Wheaton College Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Illinois. Compare plans
- Wheaton College's sponsor-wide assets have grown 16.2% since 2022 across 3 plan years on file. More Educational Services plans
Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.
Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 362182171.
Read our methodology - how this data is sourced, computed, and verified.