Plan Ledger DOL Form 5500 · updated monthly

Illinois Wesleyan University403(b)

ILLINOIS WESLEYAN UNIVERSITY 403(B) RETIREMENT PLAN · BLOOMINGTON, IL · plan year 2022

Reported admin expense ratio · 2022
0.05%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Illinois Wesleyan University reported $77,440 in plan administrative expenses for 2022: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,278 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $50M–$250M size bracket, benchmarked here against 9,341 comparable plans and shown alongside other educational services employers. By assets it is the 451st-largest of 3,702 plans among Illinois employers on file, and the 406th of 3,091 in educational services. In 2022, employees put in $1.55 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$135,433,141
Participants with balances956
Active participants356
Employer contributions$1,167,058
Employee contributions$1,808,075
Employer contribution per active participant$3,278
Average account balance$141,666
Benefits paid to participants$11,685,361
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $290K emplr
2022$135.4M · 956 accts · $1.2M emplr
Administrative expenses, itemized · 2022
Investment management$27,004
Professional / advisory$14,490
Total administrative$77,440
Employer contributions to the Illinois Wesleyan University plan · 2022
Employer contribution per active participant$3,278
Median for plans this size$3,449

Illinois Wesleyan University's 2022 employer contribution ran below the $3,449 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$77,440 · 0.05%
Same employer
Similar plansEducational Services · Illinois
North Central College IL$179.5M · 0.04%
National Louis University IL$144.2M · 0.18%
Lake Forest College IL$143.2M · 0.01%
Dominican University IL$141.1M · 0.05%
Elmhurst University IL$135.3M · 0.14%
Augustana College IL$129.7M · 0.13%
Tcs Education System IL$128.9M · 0.17%
Roosevelt University IL$121.5M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 370662594 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.