Money Purchase · DOL Form 5500 · 2024
Roosevelt University Money Purchase Plan
Data updated 2026-08-25
- $87M
- Total assets Below avg plan size
- 392
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $222,963
- Avg per participant Above avg balance/head
Official DOL plan name: Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators · Sponsored by Roosevelt University · Illinois · Educational Services
$87M in assets, 392 participants
Roosevelt University's Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators reported $87M in total assets and 392 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #2,950 in Educational Services (3,638 peers)
Where Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators sits by assets
Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators sits in the top quartile of all filed plans by assets, $87M for 392 participants (~$222,963/participant), up 4.1% in 2024.
- #2,950
- in Educational Services (3,638 peers)
- +4.1%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators's outsized position by total assets
Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$87,401,374 Top 11% higher than 89% 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
Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators 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 401(a) University Retirement Plan for Faculty and Administrators sits mid-pack in the medium band (392 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators reported participants fell from 415 in the plan year 2023 filing to 392 in the plan year 2024 filing.
- Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators end-of-year assets rose from $84M in the plan year 2023 filing to $87M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 362167854 · Roosevelt University PY 2024 · Money Purchase
Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators · $87M · 392 · 89th
- 5500 $87M
- 5500 392
- 5500 89th
- 5500 Money Purchase
- 5500 near Mainegeneral Health Retirement Income Plan
- 5500 ind #2950
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 401(a) University Retirement Plan for Faculty and Administrators in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $84M |
|---|---|
| Net Assets (End of Year) | $87M |
| Net Income | $3M |
| Employer EIN | 362167854 |
| Plan Effective Date | 1989-09-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 972 | $195M |
| 2023 | 2 | 937 | $205M |
| 2024 | 2 | 914 | $208M |
Nearby Money Purchase Plans in Illinois
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Retirement Plan for Employees of Fermi Research Alliance, LLC $796M · 1,782
- NECA-IBEW Local 176 Pension Trust Fund $725M · 2,204
- NECA-IBEW Local 364 Defined Contribution Plan $489M · 944
- International Association of Heat and Frost Insulators Local 17 Annuity Fund $216M · 1,188
- Sheet Metal Workers Local 219 Retirement Savings Fund $210M · 936
Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators's out-of-state Money Purchase peers by assets and headcount
Outside Illinois, the nearest Money Purchase by assets is Mainegeneral Health Retirement Income Plan in ME ($87M); by covered participants it is Kaiser Permanente Northwest Supplemental Retirement Plan in CA (393 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($87M here).
- Mainegeneral Health Retirement Income Plan (ME) $87M · 4,718
- Baker College Employees' Pension Trust (MI) $87M · 424
- Marble Industry Annuity Trust Fund (NY) $88M · 311
- Insulators Local No. 37 Retirement Plan (TN) $88M · 1,136
Similar participant headcount
Nearest other-state filings by covered participants (392 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.