Other · DOL Form 5500 · 2024
Wheaton College Retirement Plan
Data updated 2026-08-25
- $239M
- Total assets Near avg plan size
- 1,027
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $232,384
- Avg per participant Above avg balance/head
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.
- #3,334 in Educational Services (3,638 peers)
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.
- #3,334
- in Educational Services (3,638 peers)
- +4.6%
- assets growth YoY
- 2.4×
- vs typical plan assets (national mean)
Wheaton College Retirement Plan's outsized position by total assets
Wheaton College Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$238,658,003 Top 5% higher than 95% 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
Wheaton College Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wheaton College Retirement Plan lands in the large band (1,027 participants).
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.
Form 5500 schedule snapshot
Filing strip 362182171 · Wheaton College PY 2024 · Other
Wheaton College Retirement Plan · $239M · 1,027 · 95th
- 5500 $239M
- 5500 1,027
- 5500 95th
- 5500 Other
- 5500 near The Children's Hospital Corporation Joint Appointees Retirement Plan
- 5500 ind #3334
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 →
Wheaton College Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Wheaton College plans reported in each filing year
- Latest sponsor-wide plan assets
- $239M 16.16503590751856% vs 2022
- 2024 filing year
| 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.
- 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
Wheaton College Retirement Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is The Children's Hospital Corporation Joint Appointees Retirement Plan in MA ($239M); by covered participants it is The United Methodist Homes of New Jersey 403(b) Savings and Retirement Plan in NJ (1,027 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($239M here).
- The Children's Hospital Corporation Joint Appointees Retirement Plan (MA) $239M · 548
- Hamilton Health Care System, Inc. Rsvp Matching Dollar Plan (GA) $239M · 2,881
- Stonehill College 403(b) Retirement Savings Plan (MA) $240M · 794
- Philadelphia College of Osteopathic Medicine Retirement Plan (PA) $237M · 1,978
Similar participant headcount
Nearest other-state filings by covered participants (1,027 participants); asset peers above are excluded.
- The United Methodist Homes of New Jersey 403(b) Savings and Retirement Plan (NJ) 1,027 · 0 off
- Section 403(b) Retirement Plan for Goodwill Industries Suncoast, Inc. (FL) 1,027 · 0 off
- Middlebury College Voluntary Retirement Plan (VT) 1,028 · 1 off
- Crista Ministries 403(b) Savings Plan (WA) 1,026 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.