401(k) · DOL Form 5500 · 2024
Northwestern University Settlement Association 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 198
- Participants Below avg headcount
- 46th
- Percentile by assets National rank
- $31,084
- Avg per participant Low balance/head
Official DOL plan name: 401(k) Profit-Sharing Plan for Employees of Northwestern University Settlement Association · Sponsored by Northwestern University Settlement Association · Illinois · Educational Services
$6M in assets, 198 participants
Northwestern University Settlement Association's 401(k) Profit-Sharing Plan for Employees of Northwestern University Settlement Association reported $6M in total assets and 198 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.
- #1,089 in Educational Services (3,638 peers)
Coverage in Illinois
401(k) Profit-Sharing Plan for Employees of Northwestern University Settlement Association covers 198 participants in Illinois, about 25% of the average Illinois filer (state average ~779 per filing). Assets: $6M.
- #1,089
- in Educational Services (3,638 peers)
- -8.6%
- assets change YoY
The plan reported a net loss of $579K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
401(k) Profit-Sharing Plan for Employees of Northwestern University Settlement Association's mid-pack asset rank among Educational Services and all filers
401(k) Profit-Sharing Plan for Employees of Northwestern University Settlement Association vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,154,613 46th percentile higher than 46% 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
401(k) Profit-Sharing Plan for Employees of Northwestern University Settlement Association 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. 401(k) Profit-Sharing Plan for Employees of Northwestern University Settlement Association sits mid-pack in the medium band (198 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 401(k) Profit-Sharing Plan for Employees of Northwestern University Settlement Association reported net income fell from $631K in the plan year 2023 filing to -$579K in the plan year 2024 filing.
- 401(k) Profit-Sharing Plan for Employees of Northwestern University Settlement Association reported participants rose from 182 in the plan year 2023 filing to 198 in the plan year 2024 filing.
- 401(k) Profit-Sharing Plan for Employees of Northwestern University Settlement Association end-of-year assets fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.
DOL schedule card
Filing strip 362167818 · Northwestern University Settlement Association PY 2024 · 401(k)
401(k) Profit-Sharing Plan for Employees of Northwestern University Settlement Association · $6M · 198 · 46th
- BOY $6M
- BOY 198
- BOY 46th
- BOY 401(k)
- BOY near Levitronix Technologies Inc. Retirement Savings Plan
- BOY ind #1089
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 →
401(k) Profit-Sharing Plan for Employees of Northwestern University Settlement Association in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$579K |
| Employer EIN | 362167818 |
| Plan Effective Date | 2009-08-03 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Northwestern University Settlement Association)
Sponsor-wide plan assets over time
All Northwestern University Settlement Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 0.850854574246627% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 166 | $6M |
| 2023 | 1 | 182 | $7M |
| 2024 | 1 | 198 | $6M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
401(k) Profit-Sharing Plan for Employees of Northwestern University Settlement Association's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Levitronix Technologies Inc. Retirement Savings Plan in MA ($6M); by covered participants it is Alltrails 401(k) Plan in CA (198 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (198 participants); asset peers above are excluded.
- Alltrails 401(k) Plan (CA) 198 · 0 off
- Balke Brown Transwestern Inc. 401(k) Plan (MO) 198 · 0 off
- Rockland Federal Credit Union 401(k) Profit Sharing Plan (MA) 198 · 0 off
- 401(k) Plan of Digitalbridge Group Advisors, LLC (FL) 198 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.