Other · DOL Form 5500 · 2024

Wesley Willows Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
293
Participants Below avg headcount
45th
Percentile by assets National rank
$20,329
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wesley Willows Retirement Plan · Sponsored by Wesley Willows · Illinois · Healthcare & Social Assistance

$6M in assets, 293 participants

Wesley Willows's Wesley Willows Retirement Plan reported $6M in total assets and 293 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,289 in Healthcare & Social Assistance (16,916 peers)

Coverage in Illinois

Wesley Willows Retirement Plan covers 293 participants in Illinois, about 38% of the average Illinois filer (state average ~779 per filing). Assets: $6M.

#8,289
in Healthcare & Social Assistance (16,916 peers)
+0.5%
assets growth YoY

Wesley Willows Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Wesley Willows Retirement Plan vs every filed plan by assets

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

$5,956,364 45th percentile higher than 45% 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

Wesley Willows 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. Wesley Willows Retirement Plan sits mid-pack in the medium band (293 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wesley Willows Retirement Plan reported net income fell from $973K in the plan year 2023 filing to $28K in the plan year 2024 filing.
  • Wesley Willows Retirement Plan reported participants rose from 281 in the plan year 2023 filing to 293 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 362540488 · Wesley Willows PY 2024 · Other

Wesley Willows Retirement Plan · $6M · 293 · 45th

  • TYPE $6M
  • TYPE 293
  • TYPE 45th
  • TYPE Other
  • TYPE near 403(b) Thrift Plan of Laurel View Village
  • TYPE ind #8289

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 →

Wesley Willows Retirement Plan in the asset neighbourhood

Wesley Willows Retirement PlanWesley Willows Retirement Pl…$6M403(b) Thrift Plan of Laurel View Village403(b) Thrift Plan of Laurel…$6MJay Nolan Community Services Inc 403(b) PlanJay Nolan Community Services…$6MCrossroads Community Services Board Matching Tax Deferred Savings PlanCrossroads Community Service…$6MCitizen Schools, Inc. 403(b) Retirement PlanCitizen Schools, Inc. 403(b)…$6M
End-of-year total assets ($M) among Wesley Willows Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$28K
Employer EIN362540488
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wesley Willows)

Sponsor-wide plan assets over time

All Wesley Willows plans reported in each filing year

Latest sponsor-wide plan assets
$6M 20.353708358919057% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.95M $5.96M ▲ +20.4%
Year Plans Participants Total Assets
2022 1 283 $5M
2023 1 281 $6M
2024 1 293 $6M

Nearby Other Plans in Illinois

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

Wesley Willows Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Wesley Willows Retirement Plan, Total assets ($B): 0.005956364 · Participants: 293Wesley Willows 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
Wesley Willows Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants
Compare Wesley Willows Retirement Plan side-by-side with 3 peers →

Wesley Willows Retirement Plan's out-of-state Other peers by assets and headcount

Outside Illinois, the nearest Other by assets is 403(b) Thrift Plan of Laurel View Village in PA ($6M); by covered participants it is Grid Alternatives, Inc. 403(b) Plan in CA (293 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (293 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 Wesley Willows Retirement Plan assets move in 2024? ▼
Wesley Willows Retirement Plan held essentially flat - up 0.5% during 2024, from $6M to $6M. Reported net income was $28K.
How have Wesley Willows plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wesley Willows's sponsor-wide assets grew 20.4%, from $5M to $6M.
Which Other plans are similar in size to Wesley Willows Retirement Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan of Laurel View Village in PA ($6M, 197 participants).
Which Other plans cover a similar participant headcount to Wesley Willows Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Grid Alternatives, Inc. 403(b) Plan in CA (293 participants, $13M 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 362540488.

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.