Other · DOL Form 5500 · 2024

Erikson Institute Retirement Plan

Data updated 2026-08-11

$43M
Total assets
230
Participants
82nd
Percentile by assets
$188,891
Avg per participant
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Official DOL plan name: Erikson Institute DC Retirement Plan · Sponsored by Erikson Institute · Illinois · Educational Services

$43M in assets, 230 participants

Erikson Institute's Erikson Institute DC Retirement Plan reported $43M in total assets and 230 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • 82nd percentile by assets (of 123,622 plans)
  • #2,515 in Educational Services (3,638 peers)

Coverage in Illinois

Erikson Institute DC Retirement Plan covers 230 participants in Illinois, about 30% of the average Illinois filer (state average ~779 per filing). Assets: $43M.

$43M
total plan assets (2024 EOY)
230
covered participants
82nd
percentile by assets (of 123,622 plans)
$188,891
avg assets per participant

Where Erikson Institute DC Retirement Plan sits by total assets

Erikson Institute DC Retirement Plan vs every filed plan by assets

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

$43,444,848 Top 18% higher than 82% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Erikson Institute DC Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $146K in the plan year 2024 filing.
  • Erikson Institute DC Retirement Plan reported participants rose from 224 in the plan year 2023 filing to 230 in the plan year 2024 filing.
  • Erikson Institute DC Retirement Plan end-of-year assets rose from $43M in the plan year 2023 filing to $43M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Illinois
Industry
Educational Services

Participants vs Illinois filers

In Illinois, the average filing covers about 779 participants across 5,745 plans. Erikson Institute DC Retirement Plan reports 230 participants - about 30% of that state average ($43M EOY assets).

Illinois filing particulars

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$43M
Net Income$146K
Employer EIN362593545
Plan Effective Date1974-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Erikson Institute)

$40M$41M$42M$43M$44M 202220232024 $40.8M $43.4M ▲ +6.5%
Total plan assets by year, all Erikson Institute plans on file
Year Plans Participants Total Assets
2022 1 205 $41M
2023 1 224 $43M
2024 1 230 $43M

Nearby Other Plans in Illinois

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

Erikson Institute DC Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Erikson Institute DC…, Total assets ($B): 0.043444848 · Participants: 230Erikson Institute DC…Northwestern Univers…, Total assets ($B): 4.444912336 · Participants: 9328Northwestern Univers…The University of Ch…, Total assets ($B): 3.844546742 · Participants: 5144The University of Ch…Endeavor Health Lega…, Total assets ($B): 2.087217637 · Participants: 13718Endeavor Health Lega…The University of Ch…, Total assets ($B): 1.928510315 · Participants: 8635The University of Ch…Rush University Medi…, Total assets ($B): 1.809110747 · Participants: 13592Rush University Medi…
Erikson Institute DC Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants
Compare Erikson Institute DC Retirement Plan side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Erikson Institute DC Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Erikson Institute DC Retirement Plan assets move in 2024? ▼
Erikson Institute DC Retirement Plan held essentially flat - up 0.4% during 2024, from $43M to $43M. Reported net income was $146K.
How have Erikson Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Erikson Institute's sponsor-wide assets grew 6.5%, from $41M to $43M.
Where does Erikson Institute DC Retirement Plan rank by assets among Form 5500 filers? ▼
Erikson Institute DC Retirement Plan ranks in the 82nd 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 Other plans are similar in size to Erikson Institute DC Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Pocono Health System Defined Contribution Plan in PA ($43M, 884 participants).

Next read for Erikson Institute DC Retirement Plan

Filing takeaways

Ways to act on Erikson Institute DC Retirement Plan's numbers.

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 362593545.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.