Other · DOL Form 5500 · 2024
Erikson Institute Retirement Plan
Data updated 2026-08-25
- $43M
- Total assets Below avg plan size
- 230
- Participants Below avg headcount
- 82nd
- Percentile by assets National rank
- $188,891
- Avg per participant Above avg balance/head
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.
- #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.
- #2,515
- in Educational Services (3,638 peers)
- +0.4%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Erikson Institute DC Retirement Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Erikson Institute DC 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. Erikson Institute DC Retirement Plan sits mid-pack in the medium band (230 participants).
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.
Plan-year Form 5500 strip
Filing strip 362593545 · Erikson Institute PY 2024 · Other
Erikson Institute DC Retirement Plan · $43M · 230 · 82nd
- ASSETS $43M
- PCT 230
- EIN 82nd
- RANK Other
- PHOTO near Pocono Health System Defined Contribution Plan
- IND ind #2515
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 →
Erikson Institute DC Retirement Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $43M |
|---|---|
| Net Assets (End of Year) | $43M |
| Net Income | $146K |
| Employer EIN | 362593545 |
| Plan Effective Date | 1974-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Erikson Institute)
Sponsor-wide plan assets over time
All Erikson Institute plans reported in each filing year
- Latest sponsor-wide plan assets
- $43M 6.494487760334525% vs 2022
- 2024 filing year
| 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.
- 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
Erikson Institute DC Retirement Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Pocono Health System Defined Contribution Plan in PA ($43M); by covered participants it is Oxfam America 403(b) Plan in MA (230 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($43M here).
- Pocono Health System Defined Contribution Plan (PA) $43M · 884
- Wheeling Jesuit University Defined Contribution Plan (WV) $43M · 131
- Association of State and Territorial Health Officials 403(b) Plan (VA) $43M · 313
- West Virginia University Research Corporation 403b Defined Contribution Plan (WV) $43M · 559
Similar participant headcount
Nearest other-state filings by covered participants (230 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.