Other · DOL Form 5500 · 2024

The Thresholds Retirement Plan

Data updated 2026-08-11

$46M
Total assets
1,261
Participants
83rd
Percentile by assets
$36,299
Avg per participant
PlainRetire home → About this data

Official DOL plan name: The Thesholds and Affiliates Tax Sheltered Annuity and Savings Plan · Sponsored by The Thresholds · Illinois · Healthcare & Social Assistance

$46M in assets, 1,261 participants

The Thresholds's The Thesholds and Affiliates Tax Sheltered Annuity and Savings Plan reported $46M in total assets and 1,261 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • 83rd percentile by assets (of 123,622 plans)
  • #14,462 in Healthcare & Social Assistance (16,916 peers)

Where The Thesholds and Affiliates Tax Sheltered Annuity and Savings Plan sits by assets

The Thesholds and Affiliates Tax Sheltered Annuity and Savings Plan sits in the top quartile of all filed plans by assets, $46M for 1,261 participants (~$36,299/participant), up 14.9% in 2024.

$46M
total plan assets (2024 EOY)
1,261
covered participants
83rd
percentile by assets (of 123,622 plans)
$36,299
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Thesholds and Affiliates Tax Sheltered Annuity and Savings Plan reported net income fell from $8M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • The Thesholds and Affiliates Tax Sheltered Annuity and Savings Plan reported participants rose from 1,031 in the plan year 2023 filing to 1,261 in the plan year 2024 filing.
  • The Thesholds and Affiliates Tax Sheltered Annuity and Savings Plan end-of-year assets rose from $40M in the plan year 2023 filing to $46M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Illinois
Industry
Healthcare & Social Assistance

The Thesholds and Affiliates Tax Sheltered Annuity and Savings Plan vs the 2024 asset distribution

By assets, The Thesholds and Affiliates Tax Sheltered Annuity and Savings Plan outranks 83% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$46M
Net Income$6M
Employer EIN362518901
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Thresholds)

$35M$40M$45M$50M 202220232024 $36.2M $45.8M ▲ +26.4%
Total plan assets by year, all The Thresholds plans on file
Year Plans Participants Total Assets
2022 2 1,959 $36M
2023 2 1,896 $40M
2024 2 1,262 $46M

Nearby Other Plans in Illinois

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

The Thesholds and Affiliates Tax Sheltered Annuity and Savings Plan vs. nearby Other plans in Illinois, assets vs. participants

The Thesholds and Affiliates Tax Sheltered Annuity and Savings Plan vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. 050001000015000 -1012345 Total assets ($B) Participants The Thesholds and Af…Northwestern Univers…The University of Ch…Endeavor Health Lega…The University of Ch…Rush University Medi…
The Thesholds and Affiliates Tax Sheltered Annuity and Savings Plan vs. nearby Other plans in Illinois, assets vs. participants
Compare The Thesholds and Affiliates Tax Shelter… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to The Thesholds and Affiliates Tax Sheltered Annuity and Savings Plan by total assets, not by location.

Frequently Asked Questions

How did The Thesholds and Affiliates Tax Sheltered Annuity and Savings Plan assets move in 2024? ▼
The Thesholds and Affiliates Tax Sheltered Annuity and Savings Plan grew at a solid clip - up 14.9% during 2024, from $40M to $46M. Reported net income was $6M.
How have The Thresholds plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Thresholds's sponsor-wide assets grew 26.4%, from $36M to $46M.
Where does The Thesholds and Affiliates Tax Sheltered Annuity and Savings Plan rank by assets among Form 5500 filers? ▼
The Thesholds and Affiliates Tax Sheltered Annuity and Savings Plan ranks in the 83rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to The Thesholds and Affiliates Tax Sheltered Annuity and Savings Plan? ▼
Among Other plans in other states, the closest by assets is Vermont Law School Retirement Plan in VT ($46M, 203 participants).

Next read for The Thesholds and Affiliates Tax Shelter…

Scale reading

Ways to act on The Thesholds and Affiliates Tax Sheltered Annuity and Savings Plan's numbers.

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 362518901.

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.