Other · DOL Form 5500 · 2024
The Family Institute at Northwestern University Retirement Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 180
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $130,079
- Avg per participant Near avg balance/head
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.
- #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.
- #13,064
- in Healthcare & Social Assistance (16,916 peers)
- +1.0%
- assets growth YoY
The Family Institute 403(b) Retirement Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The Family Institute 403(b) 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. The Family Institute 403(b) Retirement Plan sits mid-pack in the medium band (180 participants).
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.
EBSA filing schedule strip
Filing strip 362682639 · The Family Institute at Northwestern University PY 2024 · Other
The Family Institute 403(b) Retirement Plan · $23M · 180 · 73rd
- PART $23M
- TYPE 180
- NET 73rd
- BOOK Other
- VS-ST near The Jewish Museum Defined Contribution Retirement Plan
- BOY ind #13064
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 Healthcare & Social Assistance retirement plans → · Plans in Illinois →
The Family Institute 403(b) Retirement Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $237K |
| Employer EIN | 362682639 |
| Plan Effective Date | 1989-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Family Institute at Northwestern University)
Sponsor-wide plan assets over time
All The Family Institute at Northwestern University plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 21.738937833160684% vs 2022
- 2024 filing year
| 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.
- 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
The Family Institute 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is The Jewish Museum Defined Contribution Retirement Plan in NY ($23M); by covered participants it is Kids and Company of Linn County 403(b) Plan in OR (180 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
- The Jewish Museum Defined Contribution Retirement Plan (NY) $23M · 204
- Renaissance Behavioral Health Systems, Inc. and Mental Health Resource Center, Inc. Tax Deferred Annuity Savings Plan (FL) $23M · 455
- Center for Global Development Defined Contribution Retirement Plan (DC) $23M · 70
- Capstone Health Services Foundation 403(b) DC Plan (AL) $23M · 123
Similar participant headcount
Nearest other-state filings by covered participants (180 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.