Other · DOL Form 5500 · 2024
Rockford University Retirement Plan
Data updated 2026-08-06
- $37M
- Total assets
- 271
- Participants
- 81st
- Percentile by assets
- $137,994
- Avg per participant
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 81st 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.
- 81st percentile by assets (of 116,472 plans)
- #1,928 in Educational Services (2,960 peers)
Coverage in Illinois
Rockford University Retirement Savings Plan covers 271 participants in Illinois, about 35% of the average Illinois filer (state average ~768 per filing). Assets: $37M.
- $37M
- total plan assets (2024 EOY)
- 271
- covered participants
- 81st
- percentile by assets (of 116,472 plans)
- $137,994
- avg assets per participant
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.
Participants vs Illinois filers
In Illinois, the average filing covers about 768 participants across 5,440 plans. Rockford University Retirement Savings Plan reports 271 participants - about 35% of that state average ($37M EOY assets).
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)
| 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.
Rockford University Retirement Savings 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Rockford University Retirement Savings Plan by total assets, not by location.
Frequently Asked Questions
How did Rockford University Retirement Savings Plan assets move in 2024? ▼
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Filing takeaways
Ways to act on Rockford University Retirement Savings Plan's numbers.
- By total assets, Rockford University Retirement Savings 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
- Rockford University's sponsor-wide assets have grown 14.8% since 2022 across 3 plan years on file. More Educational Services plans