Other · DOL Form 5500 · 2024
Midwestern University Retirement Plan
Data updated 2026-08-11
- $508M
- Total assets
- 1,636
- Participants
- 97th
- Percentile by assets
- $310,321
- Avg per participant
Official DOL plan name: Midwestern University Retirement Plan · Sponsored by Midwestern University · Illinois · Educational Services
$508M in assets, 1,636 participants
Midwestern University's Midwestern University Retirement Plan reported $508M in total assets and 1,636 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 123,622 plans)
- #3,487 in Educational Services (3,638 peers)
Coverage in Illinois
Midwestern University Retirement Plan covers 1,636 participants in Illinois, 2.1x the typical Illinois plan (state average ~779 per filing). Assets: $508M.
- $508M
- total plan assets (2024 EOY)
- 1,636
- covered participants
- 97th
- percentile by assets (of 123,622 plans)
- $310,321
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Midwestern University Retirement Plan end-of-year assets rose from $442M in the plan year 2023 filing to $508M in the plan year 2024 filing.
- Midwestern University Retirement Plan reported net income fell from $68M in the plan year 2023 filing to $65M in the plan year 2024 filing.
- Midwestern University Retirement Plan reported participants rose from 1,624 in the plan year 2023 filing to 1,636 in the plan year 2024 filing.
Participants vs Illinois filers
In Illinois, the average filing covers about 779 participants across 5,745 plans. Midwestern University Retirement Plan reports 1,636 participants - 2.1x that state average ($508M EOY assets).
Illinois filing particulars
| Total Assets (Beginning of Year) | $442M |
|---|---|
| Net Assets (End of Year) | $508M |
| Net Income | $65M |
| Employer EIN | 363377698 |
| Plan Effective Date | 1962-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Midwestern University)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,585 | $374M |
| 2023 | 1 | 1,624 | $442M |
| 2024 | 1 | 1,636 | $508M |
Nearby Other Plans in Illinois
Peer Other plans, same state, same plan type, ranked by total assets.
Midwestern University Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Midwestern University Retirement Plan by total assets, not by location.
- Children's Medical Center of Dallas Employee Savings Plan 401(a)Component (TX) $507M · 10,127
- New York Blood Center Retirement Plan (NY) $505M · 2,629
- Caromont Health, Inc. Retirement Savings Plan (NC) $511M · 4,913
- Stamford Health System Defined Contribution Retirement Plan (CT) $504M · 3,706
Frequently Asked Questions
How did Midwestern University Retirement Plan assets move in 2024? ▼
How have Midwestern University plan assets changed over time? ▼
Where does Midwestern University Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Midwestern University Retirement Plan? ▼
Next read for Midwestern University Retirement Plan
Filing takeaways
Ways to act on Midwestern University Retirement Plan's numbers.
- By total assets, Midwestern University Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Illinois. Compare plans
- Midwestern University's sponsor-wide assets have grown 35.7% since 2022 across 3 plan years on file. More Educational Services plans