401(k) · DOL Form 5500 · 2024
Norwood Life Society 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 240
- Participants Below avg headcount
- 58th
- Percentile by assets National rank
- $46,812
- Avg per participant Low balance/head
Official DOL plan name: Norwood Life Society Employees' Retirement Plan · Sponsored by Norwood Life Society · Illinois · Healthcare & Social Assistance
$11M in assets, 240 participants
Norwood Life Society's Norwood Life Society Employees' Retirement Plan reported $11M in total assets and 240 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.
- #10,749 in Healthcare & Social Assistance (16,916 peers)
Coverage in Illinois
Norwood Life Society Employees' Retirement Plan covers 240 participants in Illinois, about 31% of the average Illinois filer (state average ~779 per filing). Assets: $11M.
- #10,749
- in Healthcare & Social Assistance (16,916 peers)
- +13.7%
- assets growth YoY
Norwood Life Society Employees' Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Norwood Life Society Employees' Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,234,887 Top 42% higher than 58% 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
Norwood Life Society Employees' 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. Norwood Life Society Employees' Retirement Plan sits mid-pack in the medium band (240 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Norwood Life Society Employees' Retirement Plan reported net income rose from $756K in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Norwood Life Society Employees' Retirement Plan reported participants fell from 497 in the plan year 2023 filing to 240 in the plan year 2024 filing.
- Norwood Life Society Employees' Retirement Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
DOL schedule card
Filing strip 562663863 · Norwood Life Society PY 2024 · 401(k)
Norwood Life Society Employees' Retirement Plan · $11M · 240 · 58th
- 5500 $11M
- ASSETS 240
- PCT 58th
- EIN 401(k)
- RANK near Dynamo Technologies LLC 401(k) Profit Sharing Plan
- PHOTO ind #10749
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 →
Norwood Life Society Employees' Retirement Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $1M |
| Employer EIN | 562663863 |
| Plan Effective Date | 1998-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Norwood Life Society)
Sponsor-wide plan assets over time
All Norwood Life Society plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 23.13334384753977% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 377 | $9M |
| 2023 | 1 | 497 | $10M |
| 2024 | 1 | 240 | $11M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Norwood Life Society Employees' Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Dynamo Technologies LLC 401(k) Profit Sharing Plan in VA ($11M); by covered participants it is Shangri-La 401(k) Plan in OR (240 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Dynamo Technologies LLC 401(k) Profit Sharing Plan (VA) $11M · 230
- Bethany Lutheran Homes 401(k) Plan (WI) $11M · 516
- Gulf View Private Investment, Inc. 401(k) Plan (FL) $11M · 199
- Innoveyance 401(k) Plan (IN) $11M · 110
Similar participant headcount
Nearest other-state filings by covered participants (240 participants); asset peers above are excluded.
- Shangri-La 401(k) Plan (OR) 240 · 0 off
- SEIU Local 200united 401(k) Plan (NY) 240 · 0 off
- Envision Credit Union 401(k) Plan and Trust (FL) 240 · 0 off
- City Beverages 401(k) Plan (FL) 240 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.