Other · DOL Form 5500 · 2024

Roosevelt University Retirement Plan

Data updated 2026-08-25

$121M
Total assets Near avg plan size
522
Participants Below avg headcount
92nd
Percentile by assets National rank
$231,862
Avg per participant Above avg balance/head
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Official DOL plan name: Roosevelt University 403(b) Retirement Plan · Sponsored by Roosevelt University · Illinois · Educational Services

$121M in assets, 522 participants

Roosevelt University's Roosevelt University 403(b) Retirement Plan reported $121M in total assets and 522 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.

  • #3,117 in Educational Services (3,638 peers)

Where Roosevelt University 403(b) Retirement Plan sits by assets

Roosevelt University 403(b) Retirement Plan sits in the top 10% of all filed plans by assets, $121M for 522 participants (~$231,862/participant), down 0.4% in 2024.

#3,117
in Educational Services (3,638 peers)
-0.4%
assets change YoY
1.2×
vs typical plan assets (national mean)

The plan reported a net loss of $463K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Roosevelt University 403(b) Retirement Plan's outsized position by total assets

Roosevelt University 403(b) Retirement Plan vs every filed plan by assets

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

$121,031,826 Top 8% higher than 92% of 123,620 filed plans

This plan $0 $2,050,000,000 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

Roosevelt University 403(b) Retirement 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. Roosevelt University 403(b) Retirement Plan sits mid-pack in the medium band (522 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Roosevelt University 403(b) Retirement Plan reported net income fell from $6M in the plan year 2023 filing to -$463K in the plan year 2024 filing.
  • Roosevelt University 403(b) Retirement Plan end-of-year assets fell from $121M in the plan year 2023 filing to $121M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 362167854 · Roosevelt University PY 2024 · Other

Roosevelt University 403(b) Retirement Plan · $121M · 522 · 92nd

  • VS-ST $121M
  • BOY 522
  • SCH 92nd
  • EBSA Other
  • PART near The Taft School 403(b) Retirement Plan
  • TYPE ind #3117

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 →

Roosevelt University 403(b) Retirement Plan in the asset neighbourhood

Mercy University Retirement PlanMercy University Retirement …$121MRoosevelt University 403(b) Retirement PlanRoosevelt University 403(b) …$121MThe Taft School 403(b) Retirement PlanThe Taft School 403(b) Retir…$121MDoor County Memorial Hospital Tax Deferred Annuity PlanDoor County Memorial Hospita…$121MThe American Arbitration Association, Inc. Employee Savings and Retirement PlanThe American Arbitration Ass…$121M
End-of-year total assets ($M) among Roosevelt University 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$121M
Net Assets (End of Year)$121M
Net Income-$463K
Employer EIN362167854
Plan Effective Date1974-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Roosevelt University)

Sponsor-wide plan assets over time

All Roosevelt University plans reported in each filing year

Latest sponsor-wide plan assets
$208M 7.002225861623569% vs 2022
2024 filing year
$190M$195M$200M$205M$210M 202220232024 $195M $208M ▲ +7.0%
Year Plans Participants Total Assets
2022 2 972 $195M
2023 2 937 $205M
2024 2 914 $208M

Nearby Other Plans in Illinois

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

Roosevelt University 403(b) Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Roosevelt University 403(b) Retirement Plan, Total assets ($B): 0.121031826 · Participants: 522Roosevelt University 403(b) Retirement PlanNorthwestern University Retirement Plan, Total assets ($B): 4.444912336 · Participants: 9328Northwestern University Retirement PlanThe University of Chicago Contributory Retirement Plan, Total assets ($B): 3.844546742 · Participants: 5144The University of Chicago Contributory Retirement PlanEndeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees, Total assets ($B): 2.087217637 · Participants: 13718Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem EmployeesThe University of Chicago Supplemental Retirement Plan, Total assets ($B): 1.928510315 · Participants: 8635The University of Chicago Supplemental Retirement PlanRush University Medical Center 403(b) Retirement Savings Plan, Total assets ($B): 1.809110747 · Participants: 13592Rush University Medical Center 403(b) Retirement Savings Plan
Roosevelt University 403(b) Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants
Compare Roosevelt University 403(b) Retirement Plan side-by-side with 3 peers →

Roosevelt University 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Illinois, the nearest Other by assets is The Taft School 403(b) Retirement Plan in CT ($121M); by covered participants it is Section 403(b) Retirement Plan for Arrow Child & Family Ministries in TX (522 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (522 participants); asset peers above are excluded.

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 Roosevelt University 403(b) Retirement Plan assets move in 2024? ▼
Roosevelt University 403(b) Retirement Plan held essentially flat - down 0.4% during 2024, from $121M to $121M. Reported net income was -$463K.
How have Roosevelt University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roosevelt University's sponsor-wide assets grew 7.0%, from $195M to $208M.
Where does Roosevelt University 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Roosevelt University 403(b) Retirement Plan ranks in the 92nd 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 Roosevelt University 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is The Taft School 403(b) Retirement Plan in CT ($121M, 290 participants).
Which Other plans cover a similar participant headcount to Roosevelt University 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Section 403(b) Retirement Plan for Arrow Child & Family Ministries in TX (522 participants, $7M 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 362167854.

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.