Other · DOL Form 5500 · 2024
Latin School of Chicago Retirement Plan
Data updated 2026-08-25
- $111M
- Total assets Near avg plan size
- 243
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $458,104
- Avg per participant High balance/head
Official DOL plan name: Latin School of Chicago Retirement Plan · Sponsored by Latin School of Chicago · Illinois · Educational Services
$111M in assets, 243 participants
Latin School of Chicago's Latin School of Chicago Retirement Plan reported $111M in total assets and 243 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- #3,082 in Educational Services (3,638 peers)
Coverage in Illinois
Latin School of Chicago Retirement Plan covers 243 participants in Illinois, about 31% of the average Illinois filer (state average ~779 per filing). Assets: $111M.
- #3,082
- in Educational Services (3,638 peers)
- +6.6%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Latin School of Chicago Retirement Plan's outsized position by total assets
Latin School of Chicago Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$111,319,177 Top 9% higher than 91% 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
Latin School of Chicago 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. Latin School of Chicago Retirement Plan sits mid-pack in the medium band (243 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Latin School of Chicago Retirement Plan reported participants fell from 331 in the plan year 2023 filing to 243 in the plan year 2024 filing.
- Latin School of Chicago Retirement Plan reported net income fell from $9M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Latin School of Chicago Retirement Plan end-of-year assets rose from $104M in the plan year 2023 filing to $111M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 362258525 · Latin School of Chicago PY 2024 · Other
Latin School of Chicago Retirement Plan · $111M · 243 · 91st
- EIN $111M
- RANK 243
- PHOTO 91st
- IND Other
- EOY near The Packer Collegiate Institute Defined Contribution Retirement Plan
- 5500 ind #3082
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 →
Latin School of Chicago Retirement Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $104M |
|---|---|
| Net Assets (End of Year) | $111M |
| Net Income | $7M |
| Employer EIN | 362258525 |
| Plan Effective Date | 1944-06-06 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Latin School of Chicago)
Sponsor-wide plan assets over time
All Latin School of Chicago plans reported in each filing year
- Latest sponsor-wide plan assets
- $111M 16.992996900030498% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 317 | $95M |
| 2023 | 1 | 331 | $104M |
| 2024 | 1 | 243 | $111M |
Nearby Other Plans in Illinois
Peer Other plans, same state, same plan type, ranked by total assets.
- 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
Latin School of Chicago Retirement Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is The Packer Collegiate Institute Defined Contribution Retirement Plan in NY ($111M); by covered participants it is Lakeside School Defined Contribution Retirement Plan in WA (243 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($111M here).
Similar participant headcount
Nearest other-state filings by covered participants (243 participants); asset peers above are excluded.
- Lakeside School Defined Contribution Retirement Plan (WA) 243 · 0 off
- T-Mha Pension Plan (CA) 243 · 0 off
- Westminster Village Muncie Inc 403b Retirement Plan (IN) 243 · 0 off
- Montverde Academy Retirement Plan (FL) 243 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.