Other · DOL Form 5500 · 2024
The Thresholds Retirement Plan
Data updated 2026-08-25
- $46M
- Total assets Below avg plan size
- 1,261
- Participants Near avg headcount
- 83rd
- Percentile by assets National rank
- $36,299
- Avg per participant Low balance/head
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.
- #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.
- #14,462
- in Healthcare & Social Assistance (16,916 peers)
- +14.9%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
The Thesholds and Affiliates Tax Sheltered Annuity and Savings Plan's outsized position by total assets
The Thesholds and Affiliates Tax Sheltered Annuity and Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$45,773,380 Top 17% higher than 83% 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
The Thesholds and Affiliates Tax Sheltered Annuity and Savings Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Thesholds and Affiliates Tax Sheltered Annuity and Savings Plan lands in the large band (1,261 participants).
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.
Published 5500 schedule card
Filing strip 362518901 · The Thresholds PY 2024 · Other
The Thesholds and Affiliates Tax Sheltered Annuity and Savings Plan · $46M · 1,261 · 83rd
- EBSA $46M
- PART 1,261
- TYPE 83rd
- NET Other
- BOOK near Vermont Law School Retirement Plan
- VS-ST ind #14462
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 →
The Thesholds and Affiliates Tax Sheltered Annuity and Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $40M |
|---|---|
| Net Assets (End of Year) | $46M |
| Net Income | $6M |
| Employer EIN | 362518901 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Thresholds)
Sponsor-wide plan assets over time
All The Thresholds plans reported in each filing year
- Latest sponsor-wide plan assets
- $46M 26.444728769841646% vs 2022
- 2024 filing year
| 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.
- 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
The Thesholds and Affiliates Tax Sheltered Annuity and Savings Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Vermont Law School Retirement Plan in VT ($46M); by covered participants it is Nyu Langone Florida 403(b) Plan in NY (1,263 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($46M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,261 participants); asset peers above are excluded.
- Nyu Langone Florida 403(b) Plan (NY) 1,263 · 2 off
- Brown University Defined Contribution Legacy Retirement Plan (RI) 1,257 · 4 off
- Mount Holyoke College Defined Contribution Retirement Plan (MA) 1,267 · 6 off
- Institute for Defense Analyses Qualified Retirement Plan (VA) 1,254 · 7 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.