Profit Sharing · DOL Form 5500 · 2022

University of Notre Dame Du Lac Profit Sharing Plan

Data updated 2026-08-25

$2.1B
Total assets Very large vs avg
9,221
Participants Very large workforce
99th
Percentile by assets National rank
$224,027
Avg per participant Above avg balance/head
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Official DOL plan name: University of Notre Dame 403(b) Retirement Plan · Sponsored by University of Notre Dame Du Lac · Indiana · Educational Services

$2.1B in assets, 9,221 participants

University of Notre Dame Du Lac's University of Notre Dame 403(b) Retirement Plan reported $2.1B in total assets and 9,221 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.

  • #3,996 in Educational Services (4,024 peers)

Coverage in Indiana

University of Notre Dame 403(b) Retirement Plan covers 9,221 participants in Indiana, 17x the typical Indiana plan (state average ~541 per filing). Assets: $2.1B.

#3,996
in Educational Services (4,024 peers)
-14.7%
assets change YoY
21×
vs typical plan assets (national mean)

The plan reported a net loss of $355M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

University of Notre Dame 403(b) Retirement Plan's outsized position by total assets

University of Notre Dame 403(b) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,065,754,511 Top 1% higher than 99% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

University of Notre Dame 403(b) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. University of Notre Dame 403(b) Retirement Plan lands in the large band (9,221 participants).

DOL schedule card

Filing strip 350868188 · University of Notre Dame Du Lac PY 2022 · Profit Sharing

University of Notre Dame 403(b) Retirement Plan · $2.1B · 9,221 · 99th

  • IND $2.1B
  • EOY 9,221
  • 5500 99th
  • ASSETS Profit Sharing
  • PCT near Emory Healthcare, Inc. Retirement Savings and Matching Plan
  • EIN ind #3996

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 Indiana →

University of Notre Dame 403(b) Retirement Plan in the asset neighbourhood

University of Notre Dame 403(b) Retirement PlanUniversity of Notre Dame 403…$2.1BEmory Healthcare, Inc. Retirement Savings and Matching PlanEmory Healthcare, Inc. Retir…$2.1BEastern Atlantic States Carpenters Annuity FundEastern Atlantic States Carp…$2.0BCommonspirit Health ERISA 403(b) PlanCommonspirit Health ERISA 40…$2.0BAnnuity Plan of the Electrical IndustryAnnuity Plan of the Electric…$2.0B
End-of-year total assets ($B) among University of Notre Dame 403(b) Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Indiana filing particulars

Total Assets (Beginning of Year)$2.4B
Net Assets (End of Year)$2.1B
Net Income-$355M
Employer EIN350868188
Plan Effective Date1947-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University of Notre Dame Du Lac)

Sponsor-wide plan assets over time

All University of Notre Dame Du Lac plans reported in each filing year

Latest sponsor-wide plan assets
$2.8B 25.239498409370654% vs 2022
2024 filing year
$2.2B$2.4B$2.6B$2.8B$3B 202220232024 $2.26B $2.83B ▲ +25.2%
Year Plans Participants Total Assets
2022 2 10,692 $2.3B
2023 2 11,365 $2.6B
2024 2 12,203 $2.8B

Nearby Profit Sharing Plans in Indiana

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

University of Notre Dame 403(b) Retirement Plan vs. nearby Profit Sharing plans in Indiana, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 00.511.522.5 Total assets ($B) Participants University of Notre Dame 403(b) Retirement Plan, Total assets ($B): 2.065754511 · Participants: 9221University of Notre Dame 403(b) Retirement PlanIndiana State Council of Plasterers & Cement Masons Pension Fund, Total assets ($B): 0.289783008 · Participants: 1035Indiana State Council of Plasterers & Cement Masons Pension FundI.B.E.W. Local Union 481 Defined Contribution Plan, Total assets ($B): 0.246324583 · Participants: 2730I.B.E.W. Local Union 481 Defined Contribution PlanCfni Retirement Plan, Total assets ($B): 0.173067443 · Participants: 6104Cfni Retirement PlanBricklayers of Indiana Retirement Plan, Total assets ($B): 0.14637494 · Participants: 1064Bricklayers of Indiana Retirement PlanInternational Union of Operating Engineers Local 841 Qualified Savings Plan, Total assets ($B): 0.128656017 · Participants: 4231International Union of Operating Engineers Local 841 Qualified Savings Plan
University of Notre Dame 403(b) Retirement Plan vs. nearby Profit Sharing plans in Indiana, assets vs. participants

Scale composition for University of Notre Dame 403(b) Retirement Plan

University of Notre Dame 403(b) Retirement Plan reports $2.1B in end-of-year assets across 9,221 participants (0.017% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $224,027 per participant (1.6x the national average assets-per-participant) . Net income for plan year 2022 was -$355M.

This plan identity (EIN 350868188, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.1B to $2.6B (+26.1%) while covered participants moved from 9,221 to 10,920 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 9,221 $2.1B This page
2023 9,969 $2.4B Open filing
2024 · index core 10,920 $2.6B Open filing

The same sponsor also keeps 2 other index-core plans on PlainRetire:

University of Notre Dame 403(b) Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Indiana, the nearest Profit Sharing by assets is Emory Healthcare, Inc. Retirement Savings and Matching Plan in GA ($2.1B); by covered participants it is Temple University Health System, Inc. Defined Contribution Retirement Plan in PA (9,017 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2.1B here).

Similar participant headcount

Nearest other-state filings by covered participants (9,221 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did University of Notre Dame 403(b) Retirement Plan assets move in 2022?
University of Notre Dame 403(b) Retirement Plan pulled back noticeably - down 14.7% during 2022, from $2.4B to $2.1B. Reported net income was -$355M.
How have University of Notre Dame Du Lac plan assets changed over time?
Across 3 plan years on file (2022-2024), University of Notre Dame Du Lac's sponsor-wide assets grew 25.2%, from $2.3B to $2.8B.
Where does University of Notre Dame 403(b) Retirement Plan rank by assets among Form 5500 filers?
University of Notre Dame 403(b) Retirement Plan ranks in the 99th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which Profit Sharing plans are similar in size to University of Notre Dame 403(b) Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Emory Healthcare, Inc. Retirement Savings and Matching Plan in GA ($2.1B, 21,075 participants).
Which Profit Sharing plans cover a similar participant headcount to University of Notre Dame 403(b) Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Temple University Health System, Inc. Defined Contribution Retirement Plan in PA (9,017 participants, $640M in assets).