Assets by plan
Share of aggregate retirement assets
- INC. RETIREMENT PLAN (#001)$109.3M
- CASH BALANCE PLAN (#003)$31.0M
Filings through .
2 plans aggregated / $140.2M assets / 219 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
403(b)
Cash balance
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | LURIE CHILDREN'S SURGICAL FOUNDATION, INC. RETIREMENT PLAN | 403(b) | $109.3M | 132 | 2024 |
| #003 | LURIE CHILDREN'S SURGICAL FOUNDATION CASH BALANCE PLAN | Cash balance | $31.0M | 87 | 2024 |