Other · DOL Form 5500 · 2024
Lake Forest Academy Retirement Plan
Data updated 2026-08-25
- $44M
- Total assets Below avg plan size
- 159
- Participants Small participant base
- 83rd
- Percentile by assets National rank
- $275,169
- Avg per participant High balance/head
Official DOL plan name: Lake Forest Academy Defined Contribution Plan · Sponsored by Lake Forest Academy · Illinois · Educational Services
$44M in assets, 159 participants
Lake Forest Academy's Lake Forest Academy Defined Contribution Plan reported $44M in total assets and 159 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.
- #2,521 in Educational Services (3,638 peers)
Coverage in Illinois
Lake Forest Academy Defined Contribution Plan covers 159 participants in Illinois, about 20% of the average Illinois filer (state average ~779 per filing). Assets: $44M.
- #2,521
- in Educational Services (3,638 peers)
- +17.2%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Lake Forest Academy Defined Contribution Plan's outsized position by total assets
Lake Forest Academy Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$43,751,942 Top 17% higher than 83% 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
Lake Forest Academy Defined Contribution 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. Lake Forest Academy Defined Contribution Plan sits mid-pack in the medium band (159 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lake Forest Academy Defined Contribution Plan reported participants rose from 125 in the plan year 2023 filing to 159 in the plan year 2024 filing.
- Lake Forest Academy Defined Contribution Plan end-of-year assets rose from $37M in the plan year 2023 filing to $44M in the plan year 2024 filing.
- Lake Forest Academy Defined Contribution Plan reported net income fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 362216167 · Lake Forest Academy PY 2024 · Other
Lake Forest Academy Defined Contribution Plan · $44M · 159 · 83rd
- PHOTO $44M
- IND 159
- EOY 83rd
- 5500 Other
- ASSETS near O'bleness Memorial Hospital Tax Sheltered Annuity Plan
- PCT ind #2521
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 →
Lake Forest Academy Defined Contribution Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $37M |
|---|---|
| Net Assets (End of Year) | $44M |
| Net Income | $6M |
| Employer EIN | 362216167 |
| Plan Effective Date | 1956-06-07 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lake Forest Academy)
Sponsor-wide plan assets over time
All Lake Forest Academy plans reported in each filing year
- Latest sponsor-wide plan assets
- $44M 42.44943416061254% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 128 | $31M |
| 2023 | 1 | 125 | $37M |
| 2024 | 1 | 159 | $44M |
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
Lake Forest Academy Defined Contribution Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is O'bleness Memorial Hospital Tax Sheltered Annuity Plan in OH ($44M); by covered participants it is Leaders in Our Neighborhood Charter School 403(b) DC Plan in NY (159 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($44M here).
- O'bleness Memorial Hospital Tax Sheltered Annuity Plan (OH) $44M · 428
- Sheet Metal Workers Local No.83 Annuity Fund (NY) $44M · 319
- Sme Employee Savings Plan (MI) $44M · 213
- Santa Catalina School DC Plan Retirement Plan (CA) $44M · 124
Similar participant headcount
Nearest other-state filings by covered participants (159 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.