Other · DOL Form 5500 · 2024

Evans Scholars Foundation Retirement Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets: 91
Participants Small participant base: 74th
Percentile by assets National rank: $264,748
Avg per participant High balance/head

Official DOL plan name: Evans Scholars Foundation Tax Deferred Annuity Retirement Plan · Sponsored by Evans Scholars Foundation · Illinois · Other Services

$24M in assets, 91 participants

Evans Scholars Foundation's Evans Scholars Foundation Tax Deferred Annuity Retirement Plan reported $24M in total assets and 91 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

#6,637 in Other Services (7,719 peers)

2024 asset change

Evans Scholars Foundation Tax Deferred Annuity Retirement Plan grew sharply 25.6% in 2024 ($19M → $24M) for 91 participants.

#6,637
in Other Services (7,719 peers): +25.6%
assets growth YoY

Evans Scholars Foundation Tax Deferred Annuity Retirement Plan's outsized position by total assets

Evans Scholars Foundation Tax Deferred Annuity Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$24,092,030 Top 26% higher than 74% 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

Evans Scholars Foundation Tax Deferred Annuity Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Evans Scholars Foundation Tax Deferred Annuity Retirement Plan is a small filing (91 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

EBSA filing schedule strip

Filing strip 362518129 · Evans Scholars Foundation PY 2024 · Other

Evans Scholars Foundation Tax Deferred Annuity Retirement Plan · $24M · 91 · 74th

ASSETS $24M
PCT 91
EIN 74th
RANK Other
PHOTO near New York School of Interior Design 403(b) Plan
IND ind #6637

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 Other Services retirement plans → · Plans in Illinois →

End-of-year total assets ($M) among Evans Scholars Foundation Tax Deferred Annuity Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)	$19M
Net Assets (End of Year)	$24M
Net Income	$5M
Employer EIN	362518129
Plan Effective Date	1989-05-01
Filing Status	FILING RECEIVED

Nearby Other Plans in Illinois

Peer Other plans, same state, same plan type, ranked by total assets.

Evans Scholars Foundation Tax Deferred Annuity Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants

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

Compare Evans Scholars Foundation Tax Deferred Annuity Retirement Plan side-by-side with 3 peers →

Evans Scholars Foundation Tax Deferred Annuity Retirement Plan's out-of-state Other peers by assets and headcount

Outside Illinois, the nearest Other by assets is New York School of Interior Design 403(b) Plan in NY ($24M); by covered participants it is The College Preparatory School 403(b) Defined Contribution Plan in CA (91 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

New York School of Interior Design 403(b) Plan (NY) $24M · 170
Healthright 360 403(b) Retirement Plan (CA) $24M · 826
Greensboro College Retirement Plan (NC) $24M · 250
Native American Health Center Inc. 403(b) Plan (CA) $24M · 302

Similar participant headcount

Nearest other-state filings by covered participants (91 participants); asset peers above are excluded.

The College Preparatory School 403(b) Defined Contribution Plan (CA) 91 · 0 off
Terc, Inc. DC Retirement Plan (MA) 91 · 0 off
The Cambridge School of Weston Tda and DC Retirement Plan (MA) 91 · 0 off
Trillium Employment Services Retirement Plan (WA) 91 · 0 off

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 Evans Scholars Foundation Tax Deferred Annuity Retirement Plan assets move in 2024? ▼

Evans Scholars Foundation Tax Deferred Annuity Retirement Plan grew sharply - up 25.6% during 2024, from $19M to $24M. Reported net income was $5M.

Which Other plans are similar in size to Evans Scholars Foundation Tax Deferred Annuity Retirement Plan? ▼

Among Other plans in other states, the closest by assets is New York School of Interior Design 403(b) Plan in NY ($24M, 170 participants).

Which Other plans cover a similar participant headcount to Evans Scholars Foundation Tax Deferred Annuity Retirement Plan? ▼

Among Other plans in other states, the closest by covered participants is The College Preparatory School 403(b) Defined Contribution Plan in CA (91 participants, $50M in assets).

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 362518129.