Other · DOL Form 5500 · 2024

Special Education Services Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
1,051
Participants Near avg headcount
41st
Percentile by assets National rank
$4,469
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Special Education Services 403(b) Retirement Plan · Sponsored by Special Education Services · Illinois · Educational Services

$5M in assets, 1,051 participants

Special Education Services's Special Education Services 403(b) Retirement Plan reported $5M in total assets and 1,051 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

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

Special Education Services multi-year trail

Special Education Services's plans moved +99.7% in assets from 2023 to 2024; this filing shows Special Education Services 403(b) Retirement Plan at $5M / 1,051 participants.

#951
in Educational Services (3,638 peers)
+99.7%
assets growth YoY

Special Education Services 403(b) Retirement Plan's mid-pack asset rank among Educational Services and all filers

Special Education Services 403(b) Retirement Plan vs every filed plan by assets

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

$4,696,807 41st percentile higher than 41% 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

Special Education Services 403(b) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Special Education Services 403(b) Retirement Plan lands in the large band (1,051 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Special Education Services 403(b) Retirement Plan reported participants rose from N/A in the plan year 2023 filing to 1,051 in the plan year 2024 filing.
  • Special Education Services 403(b) Retirement Plan end-of-year assets rose from $2M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Special Education Services 403(b) Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 362781597 · Special Education Services PY 2024 · Other

Special Education Services 403(b) Retirement Plan · $5M · 1,051 · 41st

  • RANK $5M
  • PHOTO 1,051
  • IND 41st
  • EOY Other
  • 5500 near Upac 403b Plan
  • ASSETS ind #951

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 →

Special Education Services 403(b) Retirement Plan in the asset neighbourhood

Special Education Services 403(b) Retirement PlanSpecial Education Services 4…$5MUpac 403b Plan$5MHospice Brazos Valley, Inc. ERISA 403(b) PlanHospice Brazos Valley, Inc. …$5MSchenectady Community Action Program, Inc. 403(b) DC PlanSchenectady Community Action…$5MAppletree Early Learning 403(b) PlanAppletree Early Learning 403…$5M
End-of-year total assets ($M) among Special Education Services 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Special Education Services multi-year asset trail

Sponsor-wide plan assets over time

All Special Education Services plans reported in each filing year

Latest sponsor-wide plan assets
$5M 99.70877972368729% vs 2023
2024 filing year
$2M$3M$4M$5M 20232024 $2.35M $4.7M ▲ +100.0%
Year Plans Participants Total Assets
2023 1 N/A $2M
2024 1 1,051 $5M

Special Education Services filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$5M
Net Income$2M
Employer EIN362781597
Plan Effective Date2023-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Illinois

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

Special Education Services 403(b) Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. 050001000015000 -1012345 Total assets ($B) Participants Special Education Services 403(b) Retirement Plan, Total assets ($B): 0.004696807 · Participants: 1051Special Education Services 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
Special Education Services 403(b) Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants

Special Education Services 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Illinois, the nearest Other by assets is Upac 403b Plan in CA ($5M); by covered participants it is Mutual of America Life Insurance Company Savings Plan in NY (1,051 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,051 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 Special Education Services 403(b) Retirement Plan assets move in 2024?
Special Education Services 403(b) Retirement Plan surged - up 99.7% during 2024, from $2M to $5M. Reported net income was $2M.
How have Special Education Services plan assets changed over time?
Across 2 plan years on file (2023-2024), Special Education Services's sponsor-wide assets grew 99.7%, from $2M to $5M.
Which Other plans are similar in size to Special Education Services 403(b) Retirement Plan?
Among Other plans in other states, the closest by assets is Upac 403b Plan in CA ($5M, 256 participants).
Which Other plans cover a similar participant headcount to Special Education Services 403(b) Retirement Plan?
Among Other plans in other states, the closest by covered participants is Mutual of America Life Insurance Company Savings Plan in NY (1,051 participants, $435M in assets).