Defined Benefit (Pension)
2024 plan-year Defined Benefit (Pension) DOL Form 5500

NORTHWESTERN LAKE FOREST HOSPITAL EMPLOYEES RETIREMENT PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

NORTHWESTERN LAKE FOREST HOSPITAL

This Defined Benefit (Pension) plan holds $159M in total assets and serves 301 participants as of 2024. It is sponsored by NORTHWESTERN LAKE FOREST HOSPITAL in Illinois. The plan reported a net loss of $4M for the year.

Total Assets (2023)
$159M
Participants
301
State
Industry
Healthcare & Social Assistance

What the Filing Says About NORTHWESTERN LAKE FOREST HOSPITAL EMPLOYEES RETIREMENT PLAN

NORTHWESTERN LAKE FOREST HOSPITAL EMPLOYEES RETIREMENT PLAN is a Defined Benefit (Pension) retirement plan sponsored by NORTHWESTERN LAKE FOREST HOSPITAL, headquartered in Illinois. As of the 2024 Form 5500 filing, the plan reports $159M in total end-of-year assets and covers 301 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 362179779, and the plan has been effective since 1967-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $162M at the beginning of 2024 to $159M at year-end — a decline of 1.8%. Net assets (after liabilities) closed the year at $159M, with reported net income of $-3,772,628 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$162M
Total Assets (End of Year)$159M
Net Assets (End of Year)$159M
Net Income$-3,772,628
Plan TypeDefined Benefit (Pension)
Employer EIN362179779
Plan Effective Date1967-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (NORTHWESTERN LAKE FOREST HOSPITAL)

Year Plans Participants Total Assets
2022 1 363 $152M
2023 1 324 $162M
2024 1 301 $159M

Nearby Defined Benefit (Pension) Plans in Illinois

Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the NORTHWESTERN LAKE FOREST HOSPITAL EMPLOYEES RETIREMENT PLAN?
As of the 2024 Form 5500 filing, NORTHWESTERN LAKE FOREST HOSPITAL EMPLOYEES RETIREMENT PLAN holds $159M in total assets with 301 participants. It is sponsored by NORTHWESTERN LAKE FOREST HOSPITAL.
What type of plan is NORTHWESTERN LAKE FOREST HOSPITAL EMPLOYEES RETIREMENT PLAN?
NORTHWESTERN LAKE FOREST HOSPITAL EMPLOYEES RETIREMENT PLAN is a Defined Benefit (Pension) plan. It has been effective since 1967-01-01. The plan is filed with the U.S. Department of Labor under EIN 362179779.
Who sponsors the NORTHWESTERN LAKE FOREST HOSPITAL EMPLOYEES RETIREMENT PLAN?
NORTHWESTERN LAKE FOREST HOSPITAL EMPLOYEES RETIREMENT PLAN is sponsored by NORTHWESTERN LAKE FOREST HOSPITAL, located in Illinois. The sponsor's EIN is 362179779 and the plan operates in the Healthcare & Social Assistance industry.
How did NORTHWESTERN LAKE FOREST HOSPITAL EMPLOYEES RETIREMENT PLAN perform in 2024?
NORTHWESTERN LAKE FOREST HOSPITAL EMPLOYEES RETIREMENT PLAN declined by 1.8% during 2024, moving from $162M to $159M in total assets. Net income was $-3,772,628.
Where can I find official filings for NORTHWESTERN LAKE FOREST HOSPITAL EMPLOYEES RETIREMENT PLAN?
Official Form 5500 filings for NORTHWESTERN LAKE FOREST HOSPITAL EMPLOYEES RETIREMENT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 362179779 or plan name at efast.dol.gov.
How does NORTHWESTERN LAKE FOREST HOSPITAL EMPLOYEES RETIREMENT PLAN compare to other plans?
You can compare NORTHWESTERN LAKE FOREST HOSPITAL EMPLOYEES RETIREMENT PLAN against other Defined Benefit (Pension) plans on the plan type page, or view plans in Illinois on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 362179779.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.