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
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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

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

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.

See the national 2023→2024 release diff →

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

Chimes International Limited 403(b) PlanChimes International Limited…$63MWca Hospital 403(b) Retirement Savings PlanWca Hospital 403(b) Retireme…$63MMckendree University Retirement PlanMckendree University Retirem…$62MElmira College Defined Contribution Retirement PlanElmira College Defined Contr…$62MVeranova Employees Savings Investment PlanVeranova Employees Savings I…$62M
End-of-year total assets ($M) among Mckendree University Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$62M
Net Income$1M
Employer EIN370661219
Plan Effective Date1958-10-01
Filing StatusFILING 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
$55M$60M$65M 202220232024 $55.7M $62.5M ▲ +12.2%
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.

Mckendree University Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Mckendree University Retirement Plan, Total assets ($B): 0.062487436 · Participants: 239Mckendree University Retirement PlanNorthwestern University Retirement Plan, Total assets ($B): 4.444912336 · Participants: 9328Northwestern University Retirement PlanThe University of Chicago Contributory Retirement Plan, Total assets ($B): 3.844546742 · Participants: 5144The University of Chicago Contributory Retirement PlanEndeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees, Total assets ($B): 2.087217637 · Participants: 13718Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem EmployeesThe University of Chicago Supplemental Retirement Plan, Total assets ($B): 1.928510315 · Participants: 8635The University of Chicago Supplemental Retirement PlanRush University Medical Center 403(b) Retirement Savings Plan, Total assets ($B): 1.809110747 · Participants: 13592Rush University Medical Center 403(b) Retirement Savings Plan
Mckendree University Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants

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.

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.

Frequently Asked Questions

How did Mckendree University Retirement Plan assets move in 2024?
Mckendree University Retirement Plan edged up modestly - up 2.2% during 2024, from $61M to $62M. Reported net income was $1M.
How have Mckendree University plan assets changed over time?
Across 3 plan years on file (2022-2024), Mckendree University's sponsor-wide assets grew 12.2%, from $56M to $62M.
Where does Mckendree University Retirement Plan rank by assets among Form 5500 filers?
Mckendree University Retirement Plan ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Mckendree University Retirement Plan?
Among Other plans in other states, the closest by assets is Wca Hospital 403(b) Retirement Savings Plan in NY ($63M, 308 participants).
Which Other plans cover a similar participant headcount to Mckendree University Retirement Plan?
Among Other plans in other states, the closest by covered participants is American Board of Internal Medicine Retirement Plan in PA (239 participants, $60M in assets).