Other · DOL Form 5500 · 2024

The Family Institute at Northwestern University Retirement Plan

Data updated 2026-08-11

$23M
Total assets
180
Participants
73rd
Percentile by assets
$130,079
Avg per participant
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Official DOL plan name: The Family Institute 403(b) Retirement Plan · Sponsored by The Family Institute at Northwestern University · Illinois · Healthcare & Social Assistance

$23M in assets, 180 participants

The Family Institute at Northwestern University's The Family Institute 403(b) Retirement Plan reported $23M in total assets and 180 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • 73rd percentile by assets (of 123,622 plans)
  • #13,064 in Healthcare & Social Assistance (16,916 peers)

Coverage in Illinois

The Family Institute 403(b) Retirement Plan covers 180 participants in Illinois, about 23% of the average Illinois filer (state average ~779 per filing). Assets: $23M.

$23M
total plan assets (2024 EOY)
180
covered participants
73rd
percentile by assets (of 123,622 plans)
$130,079
avg assets per participant

Where The Family Institute 403(b) Retirement Plan sits by total assets

The Family Institute 403(b) Retirement Plan vs every filed plan by assets

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

$23,414,308 Top 27% higher than 73% of 123,620 filed plans

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Family Institute 403(b) Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $237K in the plan year 2024 filing.
  • The Family Institute 403(b) Retirement Plan reported participants rose from 173 in the plan year 2023 filing to 180 in the plan year 2024 filing.
  • The Family Institute 403(b) Retirement Plan end-of-year assets rose from $23M in the plan year 2023 filing to $23M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Illinois
Industry
Healthcare & Social Assistance

Participants vs Illinois filers

In Illinois, the average filing covers about 779 participants across 5,745 plans. The Family Institute 403(b) Retirement Plan reports 180 participants - about 23% of that state average ($23M EOY assets).

Illinois filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$23M
Net Income$237K
Employer EIN362682639
Plan Effective Date1989-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Family Institute at Northwestern University)

$18M$20M$22M$24M 202220232024 $19.2M $23.4M ▲ +21.7%
Total plan assets by year, all The Family Institute at Northwestern University plans on file
Year Plans Participants Total Assets
2022 1 165 $19M
2023 1 173 $23M
2024 1 180 $23M

Nearby Other Plans in Illinois

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

The Family Institute 403(b) Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants The Family Institute…, Total assets ($B): 0.023414308 · Participants: 180The Family Institute…Northwestern Univers…, Total assets ($B): 4.444912336 · Participants: 9328Northwestern Univers…The University of Ch…, Total assets ($B): 3.844546742 · Participants: 5144The University of Ch…Endeavor Health Lega…, Total assets ($B): 2.087217637 · Participants: 13718Endeavor Health Lega…The University of Ch…, Total assets ($B): 1.928510315 · Participants: 8635The University of Ch…Rush University Medi…, Total assets ($B): 1.809110747 · Participants: 13592Rush University Medi…
The Family Institute 403(b) Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants
Compare The Family Institute 403(b) Retirement P… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to The Family Institute 403(b) Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did The Family Institute 403(b) Retirement Plan assets move in 2024? ▼
The Family Institute 403(b) Retirement Plan edged up modestly - up 1.0% during 2024, from $23M to $23M. Reported net income was $237K.
How have The Family Institute at Northwestern University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Family Institute at Northwestern University's sponsor-wide assets grew 21.7%, from $19M to $23M.
Which Other plans are similar in size to The Family Institute 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is The Jewish Museum Defined Contribution Retirement Plan in NY ($23M, 204 participants).

Next read for The Family Institute 403(b) Retirement P…

Filing takeaways

Ways to act on The Family Institute 403(b) Retirement Plan's numbers.

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 362682639.

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.