Other · DOL Form 5500 · 2024
Trustees of the Members Retirement Plan Retirement Plan
Data updated 2026-08-25
- $699M
- Total assets Above avg plan size
- 3,501
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $199,748
- Avg per participant Above avg balance/head
Official DOL plan name: The Members Retirement Plan · Sponsored by Trustees of the Members Retirement Plan · Illinois · Professional & Technical Services
$699M in assets, 3,501 participants
Trustees of the Members Retirement Plan's The Members Retirement Plan reported $699M in total assets and 3,501 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #19,885 in Professional & Technical Services (20,173 peers)
Coverage in Illinois
The Members Retirement Plan covers 3,501 participants in Illinois, 4.5x the typical Illinois plan (state average ~779 per filing). Assets: $699M.
- #19,885
- in Professional & Technical Services (20,173 peers)
- +3.8%
- assets growth YoY
- 7.0×
- vs typical plan assets (national mean)
The Members Retirement Plan's outsized position by total assets
The Members Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$699,316,210 Top 2% higher than 98% 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
The Members 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. The Members Retirement Plan lands in the large band (3,501 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Members Retirement Plan reported net income rose from -$370K in the plan year 2023 filing to $20M in the plan year 2024 filing.
- The Members Retirement Plan reported participants fell from 3,688 in the plan year 2023 filing to 3,501 in the plan year 2024 filing.
- The Members Retirement Plan end-of-year assets rose from $674M in the plan year 2023 filing to $699M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 362164320 · Trustees of the Members Retirement Plan PY 2024 · Other
The Members Retirement Plan · $699M · 3,501 · 98th
- PCT $699M
- EIN 3,501
- RANK 98th
- PHOTO Other
- IND near Williams College Retirement Income Plan
- EOY ind #19885
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 Professional & Technical Services retirement plans → · Plans in Illinois →
The Members Retirement Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $674M |
|---|---|
| Net Assets (End of Year) | $694M |
| Net Income | $20M |
| Employer EIN | 362164320 |
| Plan Effective Date | 1950-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of the Members Retirement Plan)
Sponsor-wide plan assets over time
All Trustees of the Members Retirement Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $699M 3.7549663193118055% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,105 | $674M |
| 2023 | 1 | 3,688 | $674M |
| 2024 | 1 | 3,501 | $699M |
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
The Members Retirement Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Williams College Retirement Income Plan in MA ($701M); by covered participants it is Educational Testing Service 403(b) Retirement Savings Plan in NJ (3,501 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($699M here).
- Williams College Retirement Income Plan (MA) $701M · 1,475
- Samaritan Health Services Tax Sheltered Annuity Pl (OR) $703M · 6,429
- Beacon Retirement Savings 403(b) Plan (IN) $695M · 7,707
- Bhs Partnership 403b Pension Plan (MA) $694M · 4,203
Similar participant headcount
Nearest other-state filings by covered participants (3,501 participants); asset peers above are excluded.
- Educational Testing Service 403(b) Retirement Savings Plan (NJ) 3,501 · 0 off
- St. Mary's Medical Center 403(b) Plan (WV) 3,522 · 21 off
- Retirement Plan of Creighton University (NE) 3,534 · 33 off
- Huntington Memorial Hospital Savings Plan (CA) 3,549 · 48 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.