Other · DOL Form 5500 · 2024

Transitions of Western Illinois, Inc. Retirement Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
241
Participants Below avg headcount
57th
Percentile by assets National rank
$44,547
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Transitions of Western Illinois 403(b) Retirement Plan · Sponsored by Transitions of Western Illinois, Inc. · Illinois · Healthcare & Social Assistance

$11M in assets, 241 participants

Transitions of Western Illinois, Inc.'s Transitions of Western Illinois 403(b) Retirement Plan reported $11M in total assets and 241 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #10,607 in Healthcare & Social Assistance (16,916 peers)

Coverage in Illinois

Transitions of Western Illinois 403(b) Retirement Plan covers 241 participants in Illinois, about 31% of the average Illinois filer (state average ~779 per filing). Assets: $11M.

#10,607
in Healthcare & Social Assistance (16,916 peers)
+17.5%
assets growth YoY

Transitions of Western Illinois 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Transitions of Western Illinois 403(b) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$10,735,838 Top 43% higher than 57% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Transitions of Western Illinois 403(b) 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. Transitions of Western Illinois 403(b) Retirement Plan sits mid-pack in the medium band (241 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Transitions of Western Illinois 403(b) Retirement Plan end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Transitions of Western Illinois 403(b) Retirement Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Transitions of Western Illinois 403(b) Retirement Plan reported participants rose from 226 in the plan year 2023 filing to 241 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 370971282 · Transitions of Western Illinois, Inc. PY 2024 · Other

Transitions of Western Illinois 403(b) Retirement Plan · $11M · 241 · 57th

  • EIN $11M
  • RANK 241
  • PHOTO 57th
  • IND Other
  • EOY near Swords to Plowshares 403(b) Plan
  • 5500 ind #10607

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 →

Transitions of Western Illinois 403(b) Retirement Plan in the asset neighbourhood

Transitions of Western Illinois 403(b) Retirement PlanTransitions of Western Illin…$11MSwords to Plowshares 403(b) PlanSwords to Plowshares 403(b) …$11MNeighborhood Family Practice 403(b) PlanNeighborhood Family Practice…$11MProject Hospitality, Inc. Section 403(b) Retirement PlanProject Hospitality, Inc. Se…$11MCommunity Action Agency 403(b) Retirement PlanCommunity Action Agency 403(…$11M
End-of-year total assets ($M) among Transitions of Western Illinois 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN370971282
Plan Effective Date1963-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Transitions of Western Illinois, Inc.)

Sponsor-wide plan assets over time

All Transitions of Western Illinois, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 38.90443939387274% vs 2022
2024 filing year
$7M$8M$9M$10M$11M$12M 202220232024 $7.73M $10.7M ▲ +38.9%
Year Plans Participants Total Assets
2022 1 256 $8M
2023 1 226 $9M
2024 1 241 $11M

Nearby Other Plans in Illinois

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

Transitions of Western Illinois 403(b) Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Transitions of Western Illinois 403(b) Retirement Plan, Total assets ($B): 0.010735838 · Participants: 241Transitions of Western Illinois 403(b) Retirement PlanNorthwestern University Retirement Plan, Total assets ($B): 4.444912336 · Participants: 9328Northwestern University Retirement PlanThe University of Chicago Contributory Retirement Plan, Total assets ($B): 3.844546742 · Participants: 5144The University of Chicago Contributory Retirement PlanEndeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees, Total assets ($B): 2.087217637 · Participants: 13718Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem EmployeesThe University of Chicago Supplemental Retirement Plan, Total assets ($B): 1.928510315 · Participants: 8635The University of Chicago Supplemental Retirement PlanRush University Medical Center 403(b) Retirement Savings Plan, Total assets ($B): 1.809110747 · Participants: 13592Rush University Medical Center 403(b) Retirement Savings Plan
Transitions of Western Illinois 403(b) Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants
Compare Transitions of Western Illinois 403(b) Retirement Plan side-by-side with 3 peers →

Transitions of Western Illinois 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Illinois, the nearest Other by assets is Swords to Plowshares 403(b) Plan in CA ($11M); by covered participants it is The Chapin School Retirement and Savings Plan in NY (241 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (241 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Transitions of Western Illinois 403(b) Retirement Plan assets move in 2024? ▼
Transitions of Western Illinois 403(b) Retirement Plan grew sharply - up 17.5% during 2024, from $9M to $11M. Reported net income was $2M.
How have Transitions of Western Illinois, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Transitions of Western Illinois, Inc.'s sponsor-wide assets grew 38.9%, from $8M to $11M.
Which Other plans are similar in size to Transitions of Western Illinois 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Swords to Plowshares 403(b) Plan in CA ($11M, 189 participants).
Which Other plans cover a similar participant headcount to Transitions of Western Illinois 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is The Chapin School Retirement and Savings Plan in NY (241 participants, $108M in assets).

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 370971282.

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.