Other · DOL Form 5500 · 2024
Augustana College Retirement Plan
Data updated 2026-08-25
- $115M
- Total assets Near avg plan size
- 560
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $204,905
- Avg per participant Above avg balance/head
Official DOL plan name: Augustana College Retirement Plan · Sponsored by Augustana College · Illinois · Educational Services
$115M in assets, 560 participants
Augustana College's Augustana College Retirement Plan reported $115M in total assets and 560 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- #3,091 in Educational Services (3,638 peers)
Where Augustana College Retirement Plan sits by assets
Augustana College Retirement Plan sits in the top 10% of all filed plans by assets, $115M for 560 participants (~$204,905/participant), up 11.7% in 2024.
- #3,091
- in Educational Services (3,638 peers)
- +11.7%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Augustana College Retirement Plan's outsized position by total assets
Augustana College Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$114,747,053 Top 9% higher than 91% 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
Augustana College 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. Augustana College Retirement Plan sits mid-pack in the medium band (560 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Augustana College Retirement Plan reported net income fell from $16M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Augustana College Retirement Plan end-of-year assets rose from $103M in the plan year 2023 filing to $115M in the plan year 2024 filing.
- Augustana College Retirement Plan reported participants fell from 571 in the plan year 2023 filing to 560 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 362166962 · Augustana College PY 2024 · Other
Augustana College Retirement Plan · $115M · 560 · 91st
- PART $115M
- TYPE 560
- NET 91st
- BOOK Other
- VS-ST near Calverthealth 403 (B) Plan
- BOY ind #3091
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 Educational Services retirement plans → · Plans in Illinois →
Augustana College Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $103M |
|---|---|
| Net Assets (End of Year) | $115M |
| Net Income | $12M |
| Employer EIN | 362166962 |
| Plan Effective Date | 1964-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Augustana College)
Sponsor-wide plan assets over time
All Augustana College plans reported in each filing year
- Latest sponsor-wide plan assets
- $205M 20.157862516010162% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 818 | $171M |
| 2023 | 2 | 814 | $192M |
| 2024 | 2 | 791 | $205M |
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
Augustana College Retirement Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Calverthealth 403 (B) Plan in MD ($115M); by covered participants it is Drake University Voluntary Tax-Deferred Annuity Retirement Plan in IA (560 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($115M here).
- Calverthealth 403 (B) Plan (MD) $115M · 1,426
- Ub Foundation Activities, Inc. Retirement Plan (NY) $115M · 430
- Cbwchc 403(b) Plan (NY) $114M · 613
- Hudson Headwaters Health Network Retirement Savings Plan (NY) $115M · 1,063
Similar participant headcount
Nearest other-state filings by covered participants (560 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.