Defined Benefit (Pension) · DOL Form 5500 · 2024
Northwestern Lake Forest Hospital Pension Plan
Data updated 2026-08-25
- $159M
- Total assets Near avg plan size
- 301
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $529,581
- Avg per participant High balance/head
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.
- #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.
- #15,901
- in Healthcare & Social Assistance (16,916 peers)
- -1.8%
- assets change YoY
- 1.6×
- vs typical plan assets (national mean)
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.
Northwestern Lake Forest Hospital Employees Retirement Plan's outsized position by total assets
Northwestern Lake Forest Hospital Employees Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$159,403,947 Top 7% higher than 93% 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
Northwestern Lake Forest Hospital Employees 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. Northwestern Lake Forest Hospital Employees Retirement Plan sits mid-pack in the medium band (301 participants).
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.
DOL schedule card
Filing strip 362179779 · Northwestern Lake Forest Hospital PY 2024 · Defined Benefit (Pension)
Northwestern Lake Forest Hospital Employees Retirement Plan · $159M · 301 · 93rd
- NET $159M
- BOOK 301
- VS-ST 93rd
- BOY Defined Benefit (Pension)
- SCH near Constellium Rolled Products-Ravenswood LLC Hourly Employees Retirement Plan
- EBSA ind #15901
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 Healthcare & Social Assistance retirement plans → · Plans in Illinois →
Northwestern Lake Forest Hospital Employees Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Northwestern Lake Forest Hospital plans reported in each filing year
- Latest sponsor-wide plan assets
- $159M 4.8103649703082025% vs 2022
- 2024 filing year
| 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.
- 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
Northwestern Lake Forest Hospital Employees Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is Constellium Rolled Products-Ravenswood LLC Hourly Employees Retirement Plan in WV ($159M); by covered participants it is Knights of Columbus Retirement Plan for Bargaining Unit Employees in CT (301 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($159M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (301 participants); asset peers above are excluded.
- Knights of Columbus Retirement Plan for Bargaining Unit Employees (CT) 301 · 0 off
- Newspaper and Mail Deliverers' Publishers' Pension Fund (NY) 301 · 0 off
- Retirement Plan for Building and Maintenance Employees of Columbia University Properties (NY) 301 · 0 off
- Urs Federal Services, Inc. Employees Retirement Plan (VA) 302 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.