Other · DOL Form 5500 · 2024
National Louis University Retirement Plan
Data updated 2026-08-25
- $144M
- Total assets Near avg plan size
- 605
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $238,289
- Avg per participant Above avg balance/head
Official DOL plan name: National Louis University Retirement Plan · Sponsored by National Louis University · Illinois · Educational Services
$144M in assets, 605 participants
National Louis University's National Louis University Retirement Plan reported $144M in total assets and 605 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #3,194 in Educational Services (3,638 peers)
Where National Louis University Retirement Plan sits by assets
National Louis University Retirement Plan sits in the top 10% of all filed plans by assets, $144M for 605 participants (~$238,289/participant), up 11.1% in 2024.
- #3,194
- in Educational Services (3,638 peers)
- +11.1%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
National Louis University Retirement Plan's outsized position by total assets
National Louis University Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$144,165,026 Top 7% higher than 93% 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
National Louis University 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. National Louis University Retirement Plan sits mid-pack in the medium band (605 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- National Louis University Retirement Plan reported net income rose from $12M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- National Louis University Retirement Plan end-of-year assets rose from $130M in the plan year 2023 filing to $144M in the plan year 2024 filing.
- National Louis University Retirement Plan reported participants rose from 586 in the plan year 2023 filing to 605 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 362167804 · National Louis University PY 2024 · Other
National Louis University Retirement Plan · $144M · 605 · 93rd
- EOY $144M
- 5500 605
- ASSETS 93rd
- PCT Other
- EIN near King's College Defined Contribution Retirement Plan
- RANK ind #3194
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 →
National Louis University Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $130M |
|---|---|
| Net Assets (End of Year) | $144M |
| Net Income | $14M |
| Employer EIN | 362167804 |
| Plan Effective Date | 1960-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (National Louis University)
Sponsor-wide plan assets over time
All National Louis University plans reported in each filing year
- Latest sponsor-wide plan assets
- $144M 22.47046356835465% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 559 | $118M |
| 2023 | 1 | 586 | $130M |
| 2024 | 1 | 605 | $144M |
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
National Louis University Retirement Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is King's College Defined Contribution Retirement Plan in PA ($144M); by covered participants it is Family Health West 403b Plan in CO (605 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($144M here).
Similar participant headcount
Nearest other-state filings by covered participants (605 participants); asset peers above are excluded.
- Family Health West 403b Plan (CO) 605 · 0 off
- Community Health Centers, Inc. 403(b) Retirement Plan (FL) 605 · 0 off
- Harlem United Community Aids Center, Inc. 403b Plan (NY) 606 · 1 off
- Muhlenberg College Retirement Plan (PA) 607 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.