Other · DOL Form 5500 · 2024

Iit Research Institute Retirement Plan

Data updated 2026-08-11

$108M
Total assets
118
Participants
91st
Percentile by assets
$912,158
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Iit Research Institute Employees' Tax Sheltered Annuity Plan · Sponsored by Iit Research Institute · Illinois · Professional & Technical Services

$108M in assets, 118 participants

Iit Research Institute's Iit Research Institute Employees' Tax Sheltered Annuity Plan reported $108M in total assets and 118 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • 91st percentile by assets (of 123,622 plans)
  • #18,580 in Professional & Technical Services (20,173 peers)

Coverage in Illinois

Iit Research Institute Employees' Tax Sheltered Annuity Plan covers 118 participants in Illinois, about 15% of the average Illinois filer (state average ~779 per filing). Assets: $108M.

$108M
total plan assets (2024 EOY)
118
covered participants
91st
percentile by assets (of 123,622 plans)
$912,158
avg assets per participant

Where Iit Research Institute Employees' Tax Sheltered Annuity Plan sits by total assets

Iit Research Institute Employees' Tax Sheltered Annuity Plan vs every filed plan by assets

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

$107,634,649 Top 9% higher than 91% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Iit Research Institute Employees' Tax Sheltered Annuity Plan reported net income fell from $5M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Iit Research Institute Employees' Tax Sheltered Annuity Plan reported participants fell from 123 in the plan year 2023 filing to 118 in the plan year 2024 filing.
  • Iit Research Institute Employees' Tax Sheltered Annuity Plan end-of-year assets rose from $106M in the plan year 2023 filing to $108M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Illinois
Industry
Professional & Technical Services

Participants vs Illinois filers

In Illinois, the average filing covers about 779 participants across 5,745 plans. Iit Research Institute Employees' Tax Sheltered Annuity Plan reports 118 participants - about 15% of that state average ($108M EOY assets).

Illinois filing particulars

Total Assets (Beginning of Year)$106M
Net Assets (End of Year)$108M
Net Income$2M
Employer EIN362169122
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Iit Research Institute)

$100M$105M$110M 202220232024 $101M $108M ▲ +6.8%
Total plan assets by year, all Iit Research Institute plans on file
Year Plans Participants Total Assets
2022 1 107 $101M
2023 1 123 $106M
2024 1 118 $108M

Nearby Other Plans in Illinois

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

Iit Research Institute Employees' Tax Sheltered Annuity Plan vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Iit Research Institu…, Total assets ($B): 0.107634649 · Participants: 118Iit Research Institu…Northwestern Univers…, Total assets ($B): 4.444912336 · Participants: 9328Northwestern Univers…The University of Ch…, Total assets ($B): 3.844546742 · Participants: 5144The University of Ch…Endeavor Health Lega…, Total assets ($B): 2.087217637 · Participants: 13718Endeavor Health Lega…The University of Ch…, Total assets ($B): 1.928510315 · Participants: 8635The University of Ch…Rush University Medi…, Total assets ($B): 1.809110747 · Participants: 13592Rush University Medi…
Iit Research Institute Employees' Tax Sheltered Annuity Plan vs. nearby Other plans in Illinois, assets vs. participants
Compare Iit Research Institute Employees' Tax Sh… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Iit Research Institute Employees' Tax Sheltered Annuity Plan by total assets, not by location.

Frequently Asked Questions

How did Iit Research Institute Employees' Tax Sheltered Annuity Plan assets move in 2024? ▼
Iit Research Institute Employees' Tax Sheltered Annuity Plan edged up modestly - up 1.4% during 2024, from $106M to $108M. Reported net income was $2M.
How have Iit Research Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Iit Research Institute's sponsor-wide assets grew 6.8%, from $101M to $108M.
Where does Iit Research Institute Employees' Tax Sheltered Annuity Plan rank by assets among Form 5500 filers? ▼
Iit Research Institute Employees' Tax Sheltered Annuity Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Iit Research Institute Employees' Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Rider University Tax Deferred Annuity Plan in NJ ($108M, 754 participants).

Next read for Iit Research Institute Employees' Tax Sh…

Filing takeaways

Ways to act on Iit Research Institute Employees' Tax Sheltered Annuity Plan's numbers.

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 362169122.

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.