Money Purchase · DOL Form 5500 · 2024
Rosalind Franklin University of Medicine and Science Money Purchase Plan
Data updated 2026-08-11
- $133M
- Total assets
- 590
- Participants
- 92nd
- Percentile by assets
- $225,696
- Avg per participant
Official DOL plan name: Rosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and Trust · Sponsored by Rosalind Franklin University of Medicine and Science · Illinois · Educational Services
$133M in assets, 590 participants
Rosalind Franklin University of Medicine and Science's Rosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and Trust reported $133M in total assets and 590 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- 92nd percentile by assets (of 123,622 plans)
- #3,151 in Educational Services (3,638 peers)
Where Rosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and Trust sits by assets
Rosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and Trust sits in the top 10% of all filed plans by assets, $133M for 590 participants (~$225,696/participant), up 11.7% in 2024.
- $133M
- total plan assets (2024 EOY)
- 590
- covered participants
- 92nd
- percentile by assets (of 123,622 plans)
- $225,696
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Rosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and Trust reported participants rose from 517 in the plan year 2023 filing to 590 in the plan year 2024 filing.
- Rosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and Trust end-of-year assets rose from $119M in the plan year 2023 filing to $133M in the plan year 2024 filing.
- Rosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and Trust reported net income rose from $14M in the plan year 2023 filing to $14M in the plan year 2024 filing.
Rosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and Trust vs the 2024 asset distribution
By assets, Rosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and Trust outranks 92% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $119M |
|---|---|
| Net Assets (End of Year) | $133M |
| Net Income | $14M |
| Employer EIN | 362181973 |
| Plan Effective Date | 2000-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rosalind Franklin University of Medicine and Science)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 1,382 | $280M |
| 2023 | 3 | 1,428 | $321M |
| 2024 | 3 | 1,970 | $350M |
Nearby Money Purchase Plans in Illinois
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Rosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and Trust vs. nearby Money Purchase plans in Illinois, assets vs. participants
- Retirement Plan for Employees of Fermi Research Alliance, LLC $796M · 1,782
- NECA-IBEW Local 176 Pension Trust Fund $725M · 2,204
- NECA-IBEW Local 364 Defined Contribution Plan $489M · 944
- International Association of Heat and Frost Insulators Local 17 Annuity Fund $216M · 1,188
- Sheet Metal Workers Local 219 Retirement Savings Fund $210M · 936
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Rosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and Trust by total assets, not by location.
- Iron Workers Local 399 Annuity Fund (NJ) $133M · 1,711
- Aspirus, Inc. Frozen 401(a) Plan (WI) $133M · 2,145
- Central Iowa Carpenters Money Purchase Plan (MN) $132M · 811
- Dechert LLP Pension Plan No. 1 for Partners (PA) $135M · 241
Frequently Asked Questions
How did Rosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and Trust assets move in 2024? ▼
How have Rosalind Franklin University of Medicine and Science plan assets changed over time? ▼
Where does Rosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and Trust rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Rosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and Trust? ▼
Next read for Rosalind Franklin University of Medicine…
Scale reading
Ways to act on Rosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and Trust's numbers.
- By total assets, Rosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and Trust ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Illinois. Compare plans
- Rosalind Franklin University of Medicine and Science's sponsor-wide assets have grown 24.9% since 2022 across 3 plan years on file. More Educational Services plans