Other · DOL Form 5500 · 2024
Lake Forest Graduate School of Management Retirement Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 170
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $77,152
- Avg per participant Below avg balance/head
Official DOL plan name: Lake Forest Graduate School of Management Retirement Savings Plan · Sponsored by Lake Forest Graduate School of Management · Illinois · Educational Services
$13M in assets, 170 participants
Lake Forest Graduate School of Management's Lake Forest Graduate School of Management Retirement Savings Plan reported $13M in total assets and 170 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.
- #1,612 in Educational Services (3,638 peers)
Coverage in Illinois
Lake Forest Graduate School of Management Retirement Savings Plan covers 170 participants in Illinois, about 22% of the average Illinois filer (state average ~779 per filing). Assets: $13M.
- #1,612
- in Educational Services (3,638 peers)
- -0.9%
- assets change YoY
The plan reported a net loss of $113K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lake Forest Graduate School of Management Retirement Savings Plan's mid-pack asset rank among Educational Services and all filers
Lake Forest Graduate School of Management Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,115,859 Top 38% higher than 62% 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
Lake Forest Graduate School of Management Retirement Savings 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. Lake Forest Graduate School of Management Retirement Savings Plan sits mid-pack in the medium band (170 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lake Forest Graduate School of Management Retirement Savings Plan reported net income fell from $2M in the plan year 2023 filing to -$113K in the plan year 2024 filing.
- Lake Forest Graduate School of Management Retirement Savings Plan reported participants fell from 208 in the plan year 2023 filing to 170 in the plan year 2024 filing.
- Lake Forest Graduate School of Management Retirement Savings Plan end-of-year assets fell from $13M in the plan year 2023 filing to $13M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 237013253 · Lake Forest Graduate School of Management PY 2024 · Other
Lake Forest Graduate School of Management Retirement Savings Plan · $13M · 170 · 62nd
- RANK $13M
- PHOTO 170
- IND 62nd
- EOY Other
- 5500 near Three Rivers Planning and Development District, Inc. Amended and Restated Tax-Sheltered Annuity Plan
- ASSETS ind #1612
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 →
Lake Forest Graduate School of Management Retirement Savings Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | -$113K |
| Employer EIN | 237013253 |
| Plan Effective Date | 1975-06-23 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lake Forest Graduate School of Management)
Sponsor-wide plan assets over time
All Lake Forest Graduate School of Management plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 13.729104350263047% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 226 | $12M |
| 2023 | 1 | 208 | $13M |
| 2024 | 1 | 170 | $13M |
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
Lake Forest Graduate School of Management Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Three Rivers Planning and Development District, Inc. Amended and Restated Tax-Sheltered Annuity Plan in MS ($13M); by covered participants it is Windward School Defined Contribution Retirement Plan in CA (170 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Three Rivers Planning and Development District, Inc. Amended and Restated Tax-Sheltered Annuity Plan (MS) $13M · 92
- Rural Health Group, Inc. Tax Deferred Annuity Plan (NC) $13M · 350
- Lakeshore Community Services, Inc. Tsa Retirement Savings Plan (PA) $13M · 269
- Greater Lynn Senior Services, Inc. Tax Sheltered Annuity Plan (MA) $13M · 220
Similar participant headcount
Nearest other-state filings by covered participants (170 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.