Other · DOL Form 5500 · 2024

Endeavor Health Clinical Operations Retirement Plan

Data updated 2026-08-25

$2.1B
Total assets Very large vs avg
13,718
Participants Very large workforce
99th
Percentile by assets National rank
$152,152
Avg per participant Above avg balance/head
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Official DOL plan name: Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees · Sponsored by Endeavor Health Clinical Operations · Illinois · Healthcare & Social Assistance

$2.1B in assets, 13,718 participants

Endeavor Health Clinical Operations's Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees reported $2.1B in total assets and 13,718 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.

  • #16,808 in Healthcare & Social Assistance (16,916 peers)

Coverage in Illinois

Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees covers 13,718 participants in Illinois, 18x the typical Illinois plan (state average ~779 per filing). Assets: $2.1B.

#16,808
in Healthcare & Social Assistance (16,916 peers)
+4.1%
assets growth YoY
21×
vs typical plan assets (national mean)

Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees's outsized position by total assets

Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees vs every filed plan by assets

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

$2,087,217,637 Top 1% higher than 99% of 123,620 filed plans

This plan $0 $2,050,000,000 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

Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees's mega-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees is a mega filing (13,718 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees reported net income fell from $246M in the plan year 2023 filing to $82M in the plan year 2024 filing.
  • Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees end-of-year assets rose from $2.0B in the plan year 2023 filing to $2.1B in the plan year 2024 filing.
  • Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees reported participants rose from 13,705 in the plan year 2023 filing to 13,718 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 362167060 · Endeavor Health Clinical Operations PY 2024 · Other

Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees · $2.1B · 13,718 · 99th

  • IND $2.1B
  • EOY 13,718
  • 5500 99th
  • ASSETS Other
  • PCT near Faculty and Key Administrative Employee's Retirement Plan a
  • EIN ind #16808

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 →

Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees in the asset neighbourhood

The Tax Sheltered Annuity Plan of Texas Children's HospitalThe Tax Sheltered Annuity Pl…$2.1BEndeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem EmployeesEndeavor Health Legacy 403(b…$2.1BFaculty and Key Administrative Employee's Retirement Plan aFaculty and Key Administrati…$2.1BUniversity of Miami Retirement Savings PlanUniversity of Miami Retireme…$2.1BChildren's Hospital Medical Center Employee Savings PlanChildren's Hospital Medical …$2.0B
End-of-year total assets ($B) among Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$2.0B
Net Assets (End of Year)$2.1B
Net Income$82M
Employer EIN362167060
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Endeavor Health Clinical Operations)

Sponsor-wide plan assets over time

All Endeavor Health Clinical Operations plans reported in each filing year

Latest sponsor-wide plan assets
$2.1B 3.469632951949232% vs 2022
2024 filing year
$2.05B$2.1B$2.15B$2.2B$2.25B 202220232024 $2.16B $2.09B ▼ -3.2%
Year Plans Participants Total Assets
2022 4 21,729 $2.2B
2023 4 21,734 $2.2B
2024 2 14,846 $2.1B

Nearby Other Plans in Illinois

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

Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. 050001000015000 12345 Total assets ($B) Participants Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees, Total assets ($B): 2.087217637 · Participants: 13718Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem EmployeesNorthwestern University Retirement Plan, Total assets ($B): 4.444912336 · Participants: 9328Northwestern University Retirement PlanThe University of Chicago Contributory Retirement Plan, Total assets ($B): 3.844546742 · Participants: 5144The University of Chicago Contributory Retirement PlanThe University of Chicago Supplemental Retirement Plan, Total assets ($B): 1.928510315 · Participants: 8635The University of Chicago Supplemental Retirement PlanRush University Medical Center 403(b) Retirement Savings Plan, Total assets ($B): 1.809110747 · Participants: 13592Rush University Medical Center 403(b) Retirement Savings PlanArgonne National Laboratory 403(b) Employee Retirement Plan, Total assets ($B): 1.672798265 · Participants: 3981Argonne National Laboratory 403(b) Employee Retirement Plan
Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees vs. nearby Other plans in Illinois, assets vs. participants
Compare Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees side-by-side with 3 peers →

Scale composition for Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees

Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees reports $2.1B in end-of-year assets across 13,718 participants (0.017% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.015% of 93,925,755 covered participants) - about $152,152 per participant (1.1x the national average assets-per-participant) . Net income for plan year 2024 was $82M.

This plan identity (EIN 362167060, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.8B to $2.1B (+18.6%) while covered participants moved from 13,159 to 13,718 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 13,159 $1.8B Open filing
2023 13,705 $2.0B Open filing
2024 · index core 13,718 $2.1B This page

Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees's out-of-state Other peers by assets and headcount

Outside Illinois, the nearest Other by assets is Faculty and Key Administrative Employee's Retirement Plan a in OH ($2.1B); by covered participants it is The Moses H. Cone Memorial Hospital Voluntary Savings Plan in NC (13,533 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13,718 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.

Frequently Asked Questions

How did Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees assets move in 2024? ▼
Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees edged up modestly - up 4.1% during 2024, from $2.0B to $2.1B. Reported net income was $82M.
How have Endeavor Health Clinical Operations plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Endeavor Health Clinical Operations's sponsor-wide assets declined 3.5%, from $2.2B to $2.1B.
Where does Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees rank by assets among Form 5500 filers? ▼
Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees ranks in the 99th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which Other plans are similar in size to Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees? ▼
Among Other plans in other states, the closest by assets is Faculty and Key Administrative Employee's Retirement Plan a in OH ($2.1B, 1,944 participants).
Which Other plans cover a similar participant headcount to Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees? ▼
Among Other plans in other states, the closest by covered participants is The Moses H. Cone Memorial Hospital Voluntary Savings Plan in NC (13,533 participants, $1.6B in assets).

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 362167060.

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.