Defined Benefit (Pension) · DOL Form 5500 · 2024
Northwestern Lake Forest Hospital Pension Plan
Data updated 2026-08-11
- $159M
- Total assets
- 301
- Participants
- 93rd
- Percentile by assets
- $529,581
- Avg per participant
Official DOL plan name: Northwestern Lake Forest Hospital Employees Retirement Plan · Sponsored by Northwestern Lake Forest Hospital · Illinois · Healthcare & Social Assistance
$159M in assets, 301 participants
Northwestern Lake Forest Hospital's Northwestern Lake Forest Hospital Employees Retirement Plan reported $159M in total assets and 301 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- 93rd percentile by assets (of 123,622 plans)
- #15,901 in Healthcare & Social Assistance (16,916 peers)
Coverage in Illinois
Northwestern Lake Forest Hospital Employees Retirement Plan covers 301 participants in Illinois, about 39% of the average Illinois filer (state average ~779 per filing). Assets: $159M.
- $159M
- total plan assets (2024 EOY)
- 301
- covered participants
- 93rd
- percentile by assets (of 123,622 plans)
- $529,581
- avg assets per participant
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Northwestern Lake Forest Hospital Employees Retirement Plan reported net income fell from $10M in the plan year 2023 filing to -$4M in the plan year 2024 filing.
- Northwestern Lake Forest Hospital Employees Retirement Plan reported participants fell from 324 in the plan year 2023 filing to 301 in the plan year 2024 filing.
- Northwestern Lake Forest Hospital Employees Retirement Plan end-of-year assets fell from $162M in the plan year 2023 filing to $159M in the plan year 2024 filing.
Participants vs Illinois filers
In Illinois, the average filing covers about 779 participants across 5,745 plans. Northwestern Lake Forest Hospital Employees Retirement Plan reports 301 participants - about 39% of that state average ($159M EOY assets).
Illinois filing particulars
| Total Assets (Beginning of Year) | $162M |
|---|---|
| Net Assets (End of Year) | $159M |
| Net Income | -$4M |
| Employer EIN | 362179779 |
| Plan Effective Date | 1967-01-01 |
| Filing Status | FILING 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.
Northwestern Lake Forest Hospital Employees Retirement Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
- Central States, Southeast & Southwest Areas Pension Plan $48.2B · 36,799
- State Farm Insurance Companies Retirement Plan for United States Employees $37.7B · 41,619
- GE Healthcare Pension Plan $13.7B · 5,554
- Abbott Laboratories Annuity Retirement Plan $8.6B · 17,875
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.2B · 20,984
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Northwestern Lake Forest Hospital Employees Retirement Plan by total assets, not by location.
- Constellium Rolled Products-Ravenswood LLC Hourly Employees Retirement Plan (WV) $159M · 644
- Ascension Healthcare Legacy ERISA Pension Plan (MO) $160M · 268
- Cement Masons Local No. 886/404 Pension Plan (OH) $160M · 665
- Nustar Pension Plan (TX) $160M · 1,052
Frequently Asked Questions
How did Northwestern Lake Forest Hospital Employees Retirement Plan assets move in 2024? ▼
How have Northwestern Lake Forest Hospital plan assets changed over time? ▼
Where does Northwestern Lake Forest Hospital Employees Retirement Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Northwestern Lake Forest Hospital Employees Retirement Plan? ▼
Next read for Northwestern Lake Forest Hospital Employ…
Filing takeaways
Ways to act on Northwestern Lake Forest Hospital Employees Retirement Plan's numbers.
- By total assets, Northwestern Lake Forest Hospital Employees Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Illinois. Compare plans
- Northwestern Lake Forest Hospital's sponsor-wide assets have grown 4.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans