Other · DOL Form 5500 · 2024
Lake Forest College Retirement Plan
Data updated 2026-08-25
- $143M
- Total assets Near avg plan size
- 349
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $410,218
- Avg per participant High balance/head
Official DOL plan name: Lake Forest College Retirement Plan for Faculty and Staff · Sponsored by Lake Forest College · Illinois · Educational Services
$143M in assets, 349 participants
Lake Forest College's Lake Forest College Retirement Plan for Faculty and Staff reported $143M in total assets and 349 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #3,189 in Educational Services (3,638 peers)
Coverage in Illinois
Lake Forest College Retirement Plan for Faculty and Staff covers 349 participants in Illinois, about 45% of the average Illinois filer (state average ~779 per filing). Assets: $143M.
- #3,189
- in Educational Services (3,638 peers)
- +4.5%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Lake Forest College Retirement Plan for Faculty and Staff's outsized position by total assets
Lake Forest College Retirement Plan for Faculty and Staff vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$143,166,235 Top 7% higher than 93% 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
Lake Forest College Retirement Plan for Faculty and Staff 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. Lake Forest College Retirement Plan for Faculty and Staff sits mid-pack in the medium band (349 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lake Forest College Retirement Plan for Faculty and Staff reported net income fell from $11M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Lake Forest College Retirement Plan for Faculty and Staff end-of-year assets rose from $137M in the plan year 2023 filing to $143M in the plan year 2024 filing.
- Lake Forest College Retirement Plan for Faculty and Staff reported participants rose from 345 in the plan year 2023 filing to 349 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 362167770 · Lake Forest College PY 2024 · Other
Lake Forest College Retirement Plan for Faculty and Staff · $143M · 349 · 93rd
- BOOK $143M
- VS-ST 349
- BOY 93rd
- SCH Other
- EBSA near Albion College Defined Contribution Retirement Plan
- PART ind #3189
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 →
Lake Forest College Retirement Plan for Faculty and Staff in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $137M |
|---|---|
| Net Assets (End of Year) | $143M |
| Net Income | $6M |
| Employer EIN | 362167770 |
| Plan Effective Date | 1938-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lake Forest College)
Sponsor-wide plan assets over time
All Lake Forest College plans reported in each filing year
- Latest sponsor-wide plan assets
- $143M 13.455544263062691% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 422 | $126M |
| 2023 | 1 | 345 | $137M |
| 2024 | 1 | 349 | $143M |
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
Lake Forest College Retirement Plan for Faculty and Staff's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Albion College Defined Contribution Retirement Plan in MI ($143M); by covered participants it is Big Sandy Health Care, Inc Tax Deferred Annuity Plan in KY (349 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($143M here).
- Albion College Defined Contribution Retirement Plan (MI) $143M · 408
- American Physical Society Defined Contribution and Tax Deferred Annuity Retirement Plan (MD) $143M · 348
- Saint Mary's College Defined Contribution Retirement Plan (IN) $144M · 808
- Dickinson College Tax Deferred Annuity Plan (PA) $143M · 987
Similar participant headcount
Nearest other-state filings by covered participants (349 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.