Other · DOL Form 5500 · 2024

Avery Coonley School Retirement Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets: 70
Participants Small participant base: 71st
Percentile by assets National rank: $296,210
Avg per participant High balance/head

Official DOL plan name: Avery Coonley School Defined Contribution Retirement Plan · Sponsored by Avery Coonley School · Illinois · Educational Services

$21M in assets, 70 participants

Avery Coonley School's Avery Coonley School Defined Contribution Retirement Plan reported $21M in total assets and 70 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

#1,955 in Educational Services (3,638 peers)

2024 asset change

Avery Coonley School Defined Contribution Retirement Plan grew at a solid clip 12.9% in 2024 ($18M → $21M) for 70 participants.

#1,955
in Educational Services (3,638 peers): +12.9%
assets growth YoY

Avery Coonley School Defined Contribution Retirement Plan's outsized position by total assets

Avery Coonley School Defined Contribution Retirement Plan vs every filed plan by assets

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

$20,734,679 Top 29% higher than 71% 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

Avery Coonley School Defined Contribution Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Avery Coonley School Defined Contribution Retirement Plan is a small filing (70 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Form 5500 schedule snapshot

Filing strip 362171680 · Avery Coonley School PY 2024 · Other

Avery Coonley School Defined Contribution Retirement Plan · $21M · 70 · 71st

EIN $21M
EIN 70
EIN 71st
EIN Other
EIN near Saban Community Clinic 403(b) Employer Retirement Plan
EIN ind #1955

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 →

End-of-year total assets ($M) among Avery Coonley School Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)	$18M
Net Assets (End of Year)	$21M
Net Income	$2M
Employer EIN	362171680
Plan Effective Date	1964-09-01
Filing Status	FILING RECEIVED

Nearby Other Plans in Illinois

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

Avery Coonley School Defined Contribution Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants

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

Compare Avery Coonley School Defined Contribution Retirement Plan side-by-side with 3 peers →

Avery Coonley School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Illinois, the nearest Other by assets is Saban Community Clinic 403(b) Employer Retirement Plan in CA ($21M); by covered participants it is Central Christian College 403(b) DC Plan in KS (70 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Saban Community Clinic 403(b) Employer Retirement Plan (CA) $21M · 473
The Galloway School Retirement Plan (GA) $21M · 160
Cairn University 403(b) Plan (PA) $21M · 383
403(b) Thrift Plan for Cw Group, Inc. (CT) $21M · 2,183

Similar participant headcount

Nearest other-state filings by covered participants (70 participants); asset peers above are excluded.

Central Christian College 403(b) DC Plan (KS) 70 · 0 off
Santa Fe Institute 403(b) Retirement Plan (NM) 70 · 0 off
Center for Global Development Defined Contribution Retirement Plan (DC) 70 · 0 off
Legal Aid of Western Michigan Savings and Retirement Plan (MI) 70 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Avery Coonley School Defined Contribution Retirement Plan assets move in 2024? ▼

Avery Coonley School Defined Contribution Retirement Plan grew at a solid clip - up 12.9% during 2024, from $18M to $21M. Reported net income was $2M.

Which Other plans are similar in size to Avery Coonley School Defined Contribution Retirement Plan? ▼

Among Other plans in other states, the closest by assets is Saban Community Clinic 403(b) Employer Retirement Plan in CA ($21M, 473 participants).

Which Other plans cover a similar participant headcount to Avery Coonley School Defined Contribution Retirement Plan? ▼

Among Other plans in other states, the closest by covered participants is Central Christian College 403(b) DC Plan in KS (70 participants, $5M in assets).

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 362171680.