Other · DOL Form 5500 · 2024
Lurie Children's Surgical Foundation, Inc. Retirement Plan
Data updated 2026-08-25
- $109M
- Total assets Near avg plan size
- 100
- Participants Small participant base
- 91st
- Percentile by assets National rank
- $1.1M
- Avg per participant High balance/head
Official DOL plan name: Lurie Children's Surgical Foundation, Inc. Retirement Plan · Sponsored by Lurie Children's Surgical Foundation, Inc. · Illinois · Other Services
$109M in assets, 100 participants
Lurie Children's Surgical Foundation, Inc.'s Lurie Children's Surgical Foundation, Inc. Retirement Plan reported $109M in total assets and 100 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- #7,474 in Other Services (7,719 peers)
Coverage in Illinois
Lurie Children's Surgical Foundation, Inc. Retirement Plan covers 100 participants in Illinois, about 13% of the average Illinois filer (state average ~779 per filing). Assets: $109M.
- #7,474
- in Other Services (7,719 peers)
- +12.6%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Lurie Children's Surgical Foundation, Inc. Retirement Plan's outsized position by total assets
Lurie Children's Surgical Foundation, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$109,280,989 Top 9% higher than 91% 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
Lurie Children's Surgical Foundation, Inc. Retirement Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lurie Children's Surgical Foundation, Inc. Retirement Plan is a small filing (100 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lurie Children's Surgical Foundation, Inc. Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Lurie Children's Surgical Foundation, Inc. Retirement Plan reported participants fell from 128 in the plan year 2023 filing to 100 in the plan year 2024 filing.
- Lurie Children's Surgical Foundation, Inc. Retirement Plan end-of-year assets rose from $97M in the plan year 2023 filing to $109M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 831650513 · Lurie Children's Surgical Foundation, Inc. PY 2024 · Other
Lurie Children's Surgical Foundation, Inc. Retirement Plan · $109M · 100 · 91st
- PART $109M
- PART 100
- PART 91st
- PART Other
- PART near Weta 403(b) Tax Deferred Savings Plan
- PART ind #7474
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 Other Services retirement plans → · Plans in Illinois →
Lurie Children's Surgical Foundation, Inc. Retirement Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $97M |
|---|---|
| Net Assets (End of Year) | $109M |
| Net Income | $12M |
| Employer EIN | 831650513 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lurie Children's Surgical Foundation, Inc.)
Sponsor-wide plan assets over time
All Lurie Children's Surgical Foundation, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $109M 15.424310575448672% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 121 | $95M |
| 2023 | 1 | 128 | $97M |
| 2024 | 2 | 190 | $109M |
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
Lurie Children's Surgical Foundation, Inc. Retirement Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Weta 403(b) Tax Deferred Savings Plan in VA ($109M); by covered participants it is The Wayside House, Inc. 403(b) Plan in MN (100 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($109M here).
- Weta 403(b) Tax Deferred Savings Plan (VA) $109M · 409
- Hackley School 403(b) DC and Tda Plan (NY) $109M · 274
- St. Luke's Cornwall Hospital 403(b) Retirement Plan (NY) $110M · 1,414
- Virginia Hospital Center 403(b) Plan (VA) $109M · 657
Similar participant headcount
Nearest other-state filings by covered participants (100 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.