Other · DOL Form 5500 · 2024
Mckendree University Retirement Plan
Data updated 2026-08-25
- $62M
- Total assets Below avg plan size
- 239
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $261,454
- Avg per participant Above avg balance/head
Official DOL plan name: Mckendree University Retirement Plan · Sponsored by Mckendree University · Illinois · Educational Services
$62M in assets, 239 participants
Mckendree University's Mckendree University Retirement Plan reported $62M in total assets and 239 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.
- #2,755 in Educational Services (3,638 peers)
Coverage in Illinois
Mckendree University Retirement Plan covers 239 participants in Illinois, about 31% of the average Illinois filer (state average ~779 per filing). Assets: $62M.
- #2,755
- in Educational Services (3,638 peers)
- +2.2%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Mckendree University Retirement Plan's outsized position by total assets
Mckendree University Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$62,487,436 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
Mckendree University 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. Mckendree University Retirement Plan sits mid-pack in the medium band (239 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mckendree University Retirement Plan reported net income fell from $5M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Mckendree University Retirement Plan reported participants rose from 231 in the plan year 2023 filing to 239 in the plan year 2024 filing.
- Mckendree University Retirement Plan end-of-year assets rose from $61M in the plan year 2023 filing to $62M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 370661219 · Mckendree University PY 2024 · Other
Mckendree University Retirement Plan · $62M · 239 · 87th
- BOOK $62M
- VS-ST 239
- BOY 87th
- SCH Other
- EBSA near Wca Hospital 403(b) Retirement Savings Plan
- PART ind #2755
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 →
Mckendree University Retirement Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $61M |
|---|---|
| Net Assets (End of Year) | $62M |
| Net Income | $1M |
| Employer EIN | 370661219 |
| Plan Effective Date | 1958-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mckendree University)
Sponsor-wide plan assets over time
All Mckendree University plans reported in each filing year
- Latest sponsor-wide plan assets
- $62M 12.167453115616988% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 493 | $56M |
| 2023 | 1 | 231 | $61M |
| 2024 | 1 | 239 | $62M |
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
Mckendree University Retirement Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Wca Hospital 403(b) Retirement Savings Plan in NY ($63M); by covered participants it is American Board of Internal Medicine Retirement Plan in PA (239 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($62M here).
- Wca Hospital 403(b) Retirement Savings Plan (NY) $63M · 308
- Elmira College Defined Contribution Retirement Plan (NY) $62M · 196
- Veranova Employees Savings Investment Plan (MA) $62M · 467
- Chimes International Limited 403(b) Plan (MD) $63M · 3,312
Similar participant headcount
Nearest other-state filings by covered participants (239 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.