Other · DOL Form 5500 · 2024
Midwestern University Retirement Plan
Data updated 2026-08-25
- $508M
- Total assets Above avg plan size
- 1,636
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $310,321
- Avg per participant High balance/head
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.
- #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.
- #3,487
- in Educational Services (3,638 peers)
- +14.8%
- assets growth YoY
- 5.1×
- vs typical plan assets (national mean)
Midwestern University Retirement Plan's outsized position by total assets
Midwestern University Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$507,684,771 Top 3% higher than 97% 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
Midwestern University Retirement 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. Midwestern University Retirement Plan lands in the large band (1,636 participants).
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.
DOL schedule card
Filing strip 363377698 · Midwestern University PY 2024 · Other
Midwestern University Retirement Plan · $508M · 1,636 · 97th
- VS-ST $508M
- BOY 1,636
- SCH 97th
- EBSA Other
- PART near Children's Medical Center of Dallas Employee Savings Plan 401(a)Component
- TYPE ind #3487
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 →
Midwestern University Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Midwestern University plans reported in each filing year
- Latest sponsor-wide plan assets
- $508M 35.65661097260884% vs 2022
- 2024 filing year
| 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.
- 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
Midwestern University Retirement Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Children's Medical Center of Dallas Employee Savings Plan 401(a)Component in TX ($507M); by covered participants it is Vassar College 403(b) Retirement Plan in NY (1,636 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($508M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,636 participants); asset peers above are excluded.
- Vassar College 403(b) Retirement Plan (NY) 1,636 · 0 off
- Redlands Community Hospital Plus Program (CA) 1,639 · 3 off
- Fraser 403(b) Retirement Plan (WI) 1,640 · 4 off
- Griffin Hospital 403(b) Retirement Savings Plan (CT) 1,640 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.