Other · DOL Form 5500 · 2024

Lewis University Retirement Plan

Data updated 2026-07-24

$27M
Total assets: 419
Participants: 76th
Percentile by assets: $64,053
Avg per participant

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.

76th percentile by assets (of 116,472 plans)

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.

$27M
total plan assets (2024 EOY): 419
covered participants: 76th
percentile by assets (of 116,472 plans): $64,053
avg assets per participant

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.

See the national 2023→2024 release diff →

State

Illinois

Industry

Educational Services

Lewis University 403(b) Defined Contribution Retirement Plan vs the 2024 asset distribution

By assets, Lewis University 403(b) Defined Contribution Retirement Plan outranks 76% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.3x the national average plan size of $100M (730 average participants).

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)

Total plan assets by year, all Lewis University plans on file

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.

Lewis University 403(b) Defined Contribution 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 Lewis University 403(b) Defined Contribu… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Lewis University 403(b) Defined Contribution Retirement Plan by total assets, not by location.

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

Frequently Asked Questions

How did Lewis University 403(b) Defined Contribution Retirement Plan assets move in 2024? ▼

Lewis University 403(b) Defined Contribution Retirement Plan grew sharply - up 21.3% during 2024, from $22M to $27M. Reported net income was $5M.

How have Lewis University plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Lewis University's sponsor-wide assets grew 51.4%, from $18M to $27M.

Where does Lewis University 403(b) Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼

Lewis University 403(b) Defined Contribution Retirement Plan ranks in the 76th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which Other plans are similar in size to Lewis University 403(b) Defined Contribution Retirement Plan? ▼

Among Other plans in other states, the closest by assets is Ecole Bilingue Retirement Plan in CA ($27M, 114 participants).

Next read for Lewis University 403(b) Defined Contribu…

Scale reading

Ways to act on Lewis University 403(b) Defined Contribution Retirement Plan's numbers.

By total assets, Lewis University 403(b) Defined Contribution Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Other plans in Illinois. Compare plans
Lewis University's sponsor-wide assets have grown 51.4% since 2022 across 3 plan years on file. More Educational Services plans

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 362167773.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.