Money Purchase · DOL Form 5500 · 2024

Roosevelt University Money Purchase Plan

Data updated 2026-08-11

$87M
Total assets: 392
Participants: 89th
Percentile by assets: $222,963
Avg per participant

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.

89th percentile by assets (of 123,622 plans)
#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.

$87M
total plan assets (2024 EOY): 392
covered participants: 89th
percentile by assets (of 123,622 plans): $222,963
avg assets per participant

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.

See the national 2023→2024 release diff →

State

Illinois

Industry

Educational Services

Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators vs the 2024 asset distribution

By assets, Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators outranks 89% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).

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)

Total plan assets by year, all Roosevelt University plans on file

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.

Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators vs. nearby Money Purchase plans in Illinois, assets vs. participants

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

Compare Roosevelt University 401(a) University R… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators by total assets, not by location.

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

Frequently Asked Questions

How did Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators assets move in 2024? ▼

Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators edged up modestly - up 4.1% during 2024, from $84M to $87M. Reported net income was $3M.

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 401(a) University Retirement Plan for Faculty and Administrators rank by assets among Form 5500 filers? ▼

Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which Money Purchase plans are similar in size to Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators? ▼

Among Money Purchase plans in other states, the closest by assets is Mainegeneral Health Retirement Income Plan in ME ($87M, 4,718 participants).

Next read for Roosevelt University 401(a) University R…

Scale reading

Ways to act on Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators's numbers.

By total assets, Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Money Purchase 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

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.