Other · DOL Form 5500 · 2024
Rockford University Retirement Plan
Data updated 2026-08-25
- $37M
- Total assets Below avg plan size
- 271
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $137,994
- Avg per participant Near avg balance/head
Official DOL plan name: Rockford University Retirement Savings Plan · Sponsored by Rockford University · Illinois · Educational Services
$37M in assets, 271 participants
Rockford University's Rockford University Retirement Savings Plan reported $37M in total assets and 271 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.
- #2,419 in Educational Services (3,638 peers)
Coverage in Illinois
Rockford University Retirement Savings Plan covers 271 participants in Illinois, about 35% of the average Illinois filer (state average ~779 per filing). Assets: $37M.
- #2,419
- in Educational Services (3,638 peers)
- +6.7%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Rockford University Retirement Savings Plan's outsized position by total assets
Rockford University Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$37,396,383 Top 20% higher than 80% 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
Rockford University Retirement Savings 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. Rockford University Retirement Savings Plan sits mid-pack in the medium band (271 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Rockford University Retirement Savings Plan reported participants rose from 241 in the plan year 2023 filing to 271 in the plan year 2024 filing.
- Rockford University Retirement Savings Plan end-of-year assets rose from $35M in the plan year 2023 filing to $37M in the plan year 2024 filing.
- Rockford University Retirement Savings Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
DOL schedule card
Filing strip 362167842 · Rockford University PY 2024 · Other
Rockford University Retirement Savings Plan · $37M · 271 · 80th
- BOY $37M
- SCH 271
- EBSA 80th
- PART Other
- TYPE near Mount Vernon Ladies' Association of the Union 403(b) Plan
- NET ind #2419
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 →
Rockford University Retirement Savings Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $35M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | $2M |
| Employer EIN | 362167842 |
| Plan Effective Date | 1940-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rockford University)
Sponsor-wide plan assets over time
All Rockford University plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 14.799973624150406% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 252 | $33M |
| 2023 | 1 | 241 | $35M |
| 2024 | 1 | 271 | $37M |
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
Rockford University Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Mount Vernon Ladies' Association of the Union 403(b) Plan in VA ($37M); by covered participants it is Philadelphia Fight 403(b) Defined Contribution Plan in PA (271 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($37M here).
Similar participant headcount
Nearest other-state filings by covered participants (271 participants); asset peers above are excluded.
- Philadelphia Fight 403(b) Defined Contribution Plan (PA) 271 · 0 off
- The Viscardi Center, Inc. Defined Contribution Plan (NY) 271 · 0 off
- Albuquerque Academy Retirement Plan (NM) 271 · 0 off
- University of Charleston Retirement Plan (WV) 271 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.