Other · DOL Form 5500 · 2024
Iit Research Institute Retirement Plan
Data updated 2026-08-25
- $108M
- Total assets Near avg plan size
- 118
- Participants Small participant base
- 91st
- Percentile by assets National rank
- $912,158
- Avg per participant High balance/head
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.
- #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.
- #18,580
- in Professional & Technical Services (20,173 peers)
- +1.4%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Iit Research Institute Employees' Tax Sheltered Annuity Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Iit Research Institute Employees' Tax Sheltered Annuity 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. Iit Research Institute Employees' Tax Sheltered Annuity Plan sits mid-pack in the medium band (118 participants).
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.
DOL schedule card
Filing strip 362169122 · Iit Research Institute PY 2024 · Other
Iit Research Institute Employees' Tax Sheltered Annuity Plan · $108M · 118 · 91st
- EIN $108M
- RANK 118
- PHOTO 91st
- IND Other
- EOY near Rider University Tax Deferred Annuity Plan
- 5500 ind #18580
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 Professional & Technical Services retirement plans → · Plans in Illinois →
Iit Research Institute Employees' Tax Sheltered Annuity Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $106M |
|---|---|
| Net Assets (End of Year) | $108M |
| Net Income | $2M |
| Employer EIN | 362169122 |
| Plan Effective Date | 1977-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Iit Research Institute)
Sponsor-wide plan assets over time
All Iit Research Institute plans reported in each filing year
- Latest sponsor-wide plan assets
- $108M 6.818292337178956% vs 2022
- 2024 filing year
| 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.
- 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
Iit Research Institute Employees' Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Rider University Tax Deferred Annuity Plan in NJ ($108M); by covered participants it is Preferred Home Services, LLC in SC (118 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($108M here).
- Rider University Tax Deferred Annuity Plan (NJ) $108M · 754
- The Chapin School Retirement and Savings Plan (NY) $108M · 241
- The Northwest Hospital Center, Inc. 403(b) Matching Retirement Plan (MD) $108M · 1,805
- Sheet Metal Workers Local Union No 20 Defined Contribution Pension Plan (IN) $107M · 2,725
Similar participant headcount
Nearest other-state filings by covered participants (118 participants); asset peers above are excluded.
- Preferred Home Services, LLC (SC) 118 · 0 off
- City and Country School, Inc. Defined Contribution Retirement Plan (NY) 118 · 0 off
- Familyaid Boston 403b Retirement Plan (MA) 118 · 0 off
- Kootenai Clinic 403(b) Plan (ID) 118 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.