Other · DOL Form 5500 · 2024
Evans Scholars Foundation Retirement Plan
Data updated 2026-08-11
- $24M
- Total assets
- 91
- Participants
- 74th
- Percentile by assets
- $264,748
- Avg per participant
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.
- 74th percentile by assets (of 123,622 plans)
- #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.
- $24M
- total plan assets (2024 EOY)
- 91
- covered participants
- 74th
- percentile by assets (of 123,622 plans)
- $264,748
- avg assets per participant
Where Evans Scholars Foundation Tax Deferred Annuity Retirement Plan sits 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
2024 asset move for Evans Scholars Foundation Tax Deferred Annuity Retirement Plan
Year over year, total assets grew sharply from $19M at the start of 2024 to $24M at year-end (up 25.6%). Net assets closed at $24M; reported net income $5M.
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.
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Evans Scholars Foundation Tax Deferred Annuity Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
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2024 change
Ways to act on Evans Scholars Foundation Tax Deferred Annuity Retirement Plan's numbers.
- By total assets, Evans Scholars Foundation Tax Deferred Annuity Retirement Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Illinois. Compare plans