Other · DOL Form 5500 · 2024
Lewis University Retirement Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 419
- Participants Below avg headcount
- 76th
- Percentile by assets National rank
- $64,053
- Avg per participant Low balance/head
Official DOL plan name: Lewis University 403(b) Defined Contribution Retirement Plan · Sponsored by Lewis University · Illinois · Educational Services
$27M in assets, 419 participants
Lewis University's Lewis University 403(b) Defined Contribution Retirement Plan reported $27M in total assets and 419 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.
- #2,169 in Educational Services (3,638 peers)
Where Lewis University 403(b) Defined Contribution Retirement Plan sits by assets
Lewis University 403(b) Defined Contribution Retirement Plan sits in the top quartile of all filed plans by assets, $27M for 419 participants (~$64,053/participant), up 21.3% in 2024.
- #2,169
- in Educational Services (3,638 peers)
- +21.3%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Lewis University 403(b) Defined Contribution Retirement Plan's outsized position by total assets
Lewis University 403(b) Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$26,838,079 Top 24% higher than 76% 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
Lewis University 403(b) Defined Contribution 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. Lewis University 403(b) Defined Contribution Retirement Plan sits mid-pack in the medium band (419 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lewis University 403(b) Defined Contribution Retirement Plan end-of-year assets rose from $22M in the plan year 2023 filing to $27M in the plan year 2024 filing.
- Lewis University 403(b) Defined Contribution Retirement Plan reported participants rose from 380 in the plan year 2023 filing to 419 in the plan year 2024 filing.
- Lewis University 403(b) Defined Contribution Retirement Plan reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 362167773 · Lewis University PY 2024 · Other
Lewis University 403(b) Defined Contribution Retirement Plan · $27M · 419 · 76th
- PART $27M
- TYPE 419
- NET 76th
- BOOK Other
- VS-ST near Ecole Bilingue Retirement Plan
- BOY ind #2169
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 →
Lewis University 403(b) Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $5M |
| Employer EIN | 362167773 |
| Plan Effective Date | 2017-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lewis University)
Sponsor-wide plan assets over time
All Lewis University plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 51.38849943797792% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 372 | $18M |
| 2023 | 1 | 380 | $22M |
| 2024 | 1 | 419 | $27M |
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
Lewis University 403(b) Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Ecole Bilingue Retirement Plan in CA ($27M); by covered participants it is American Film Institute 403(b) Plan in CA (419 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
- Ecole Bilingue Retirement Plan (CA) $27M · 114
- The Barstow School Defined Contribution Retirement Plan (MO) $27M · 450
- Legal Aid Foundation of Los Angeles Tax Deferred Annuity Plan (CA) $27M · 220
- Sbcs 403(b) Plan (CA) $27M · 478
Similar participant headcount
Nearest other-state filings by covered participants (419 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.