Other · DOL Form 5500 · 2024
Roosevelt University Retirement Plan
Data updated 2026-08-11
- $121M
- Total assets
- 522
- Participants
- 92nd
- Percentile by assets
- $231,862
- Avg per participant
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.
- 92nd percentile by assets (of 123,622 plans)
- #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.
- $121M
- total plan assets (2024 EOY)
- 522
- covered participants
- 92nd
- percentile by assets (of 123,622 plans)
- $231,862
- avg assets per participant
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.
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.
Roosevelt University 403(b) Retirement Plan vs the 2024 asset distribution
By assets, Roosevelt University 403(b) Retirement Plan outranks 92% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $121M |
|---|---|
| Net Assets (End of Year) | $121M |
| Net Income | -$463K |
| Employer EIN | 362167854 |
| Plan Effective Date | 1974-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Roosevelt University)
| 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
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Roosevelt University 403(b) Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Roosevelt University 403(b) Retirement Plan assets move in 2024? ▼
How have Roosevelt University plan assets changed over time? ▼
Where does Roosevelt University 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
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Next read for Roosevelt University 403(b) Retirement P…
Scale reading
Ways to act on Roosevelt University 403(b) Retirement Plan's numbers.
- By total assets, Roosevelt University 403(b) Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Illinois. Compare plans
- Roosevelt University's sponsor-wide assets have grown 7.0% since 2022 across 3 plan years on file. More Educational Services plans