Northwestern University pension plans

Northwestern University, Evanston, IL. EIN 36-2167817. Annual reports 2009–2024.

Northwestern University has 3 active retirement plans on file. The largest is the Northwestern University Retirement Plan, with 25,018 participants and $4.4 billion in assets in 2024. TIAA has been its recordkeeper since 2014.

Active plans
3
Participants
44,789
Plan assets
$5.7 billion
401(k) recordkeeper
TIAA
Plans on file
3
Industry
Education

All 3 plans

Active plans first

Northwestern University Retirement Plan

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
001Employer EIN 36-2167817
Participants (2024)
25,018
Net assets (2024)
$4.4 billion
Recordkeeper
TIAAEarlier: Fidelity (2009–2013)
Plan administrator
Northwestern University
1800 Sherman Ave
Evanston, IL 60201
(847) 491-7513As filed for 2024
In effect since
September 12, 1920
Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
202425,018$4.4 billionTIAA
202324,101$4.0 billionTIAA
202225,445$3.5 billionTIAA
202124,438$4.1 billionTIAA
202025,419$3.7 billionTIAA
201925,134$3.3 billionTIAA
201825,731$2.8 billionTIAA
201724,396$2.9 billionTIAA
201622,995$2.5 billionTIAA
201522,374$2.3 billionTIAA
201421,657$2.3 billionTIAA
201324,481$2.2 billionFidelity
201220,482$1.9 billionFidelity
201122,682$1.7 billionFidelity
20100$1.7 billionFidelity
200920,841$1.5 billionFidelity

Northwestern University Voluntary Savings Plan

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
003Employer EIN 36-2167817
Participants (2024)
19,704
Net assets (2024)
$1.2 billion
Recordkeeper
TIAAEarlier: Fidelity (2017–2020), TIAA (2016), Fidelity (2009–2015)
Plan administrator
Northwestern University
1800 Sherman Ave
Evanston, IL 60201
(847) 491-7513As filed for 2024
In effect since
September 1, 1974
Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
202419,704$1.2 billionTIAA
202318,250$1.1 billionTIAA
202219,021$950 millionTIAA
202121,684$1.1 billionTIAA
202025,257$952 millionFidelity
201926,216$840 millionFidelity
201815,938$704 millionFidelity
201713,470$709 millionFidelity
201612,493$584 millionTIAA
201513,388$530 millionFidelity
201412,783$506 millionnot listed
201314,346$465 millionFidelity
201212,484$391 millionFidelity
201113,741$336 millionFidelity
20100$327 millionFidelity
200912,672$289 millionFidelity

Northwestern University Non-Contributory Retirement Plan

Pension (defined benefit), frozenActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number
002Employer EIN 36-2167817
Participants (2024)
67
Net assets (2024)
$478,847
Plan administrator
Northwestern University
1800 Sherman Avenue
Evanston, IL 60201
(847) 467-6424As filed for 2024
In effect since
September 1, 1976
Year by year, 2010 to 2024
Plan yearParticipantsNet assetsRecordkeeper
202467$478,847not listed
202374$454,096not listed
202279$441,623not listed
202182$411,758not listed
202089$397,971not listed
2019102$655,167not listed
2018143$789,572not listed
2017143$695,192not listed
2016152$633,434not listed
2015152$634,454not listed
2014158$656,058not listed
2013169$661,775not listed
2012179$668,332not listed
2011191$682,709not listed
2010199$697,109not listed

If you had money in one of these plans

  1. Call TIAA (tiaa.org), which runs the Northwestern University Retirement Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
  2. Or call the plan administrator listed on the plan below ((847) 491-7513). That number was filed for 2024; ask for the benefits or retirement plan office.
  3. Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

Other education employers in IL