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
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
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
Indiana filing particulars
| Total Assets (Beginning of Year) | $2.4B |
|---|---|
| Net Assets (End of Year) | $2.1B |
| Net Income | -$355M |
| Employer EIN | 350868188 |
| Plan Effective Date | 1947-01-01 |
| Filing Status | FILING 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
| 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.
- Indiana State Council of Plasterers & Cement Masons Pension Fund $290M · 1,035
- I.B.E.W. Local Union 481 Defined Contribution Plan $246M · 2,730
- Cfni Retirement Plan $173M · 6,104
- Bricklayers of Indiana Retirement Plan $146M · 1,064
- International Union of Operating Engineers Local 841 Qualified Savings Plan $129M · 4,231
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 (Profit Sharing, $2.6B, 10,920 participants)
- University of Notre Dame Employees' Pension Plan (Defined Benefit (Pension), $224M, 1,283 participants)
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).
- Emory Healthcare, Inc. Retirement Savings and Matching Plan (GA) $2.1B · 21,075
- Eastern Atlantic States Carpenters Annuity Fund (PA) $2.0B · 8,058
- Commonspirit Health ERISA 403(b) Plan (KY) $2.0B · 31,174
- Annuity Plan of the Electrical Industry (NY) $2.0B · 19,997
Similar participant headcount
Nearest other-state filings by covered participants (9,221 participants); asset peers above are excluded.
- Temple University Health System, Inc. Defined Contribution Retirement Plan (PA) 9,017 · 204 off
- International Union of Operating Engineers Joint Annuity Fund of Eastern Pennsylvania and Delaware (PA) 9,443 · 222 off
- Shands Health Care Matched Savings Account 401(a) (FL) 9,486 · 265 off
- Old Republic Baseline Security Plan (IL) 9,610 · 389 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.