Other · DOL Form 5500 · 2022
The Barack Obama Foundation Retirement Plan
Data updated 2026-08-11
- $11M
- Total assets
- 150
- Participants
- 66th
- Percentile by assets
- $71,329
- Avg per participant
Official DOL plan name: The Barack Obama Foundation 403(b) Plan · Sponsored by The Barack Obama Foundation · Illinois · Arts, Entertainment & Recreation
$11M in assets, 150 participants
The Barack Obama Foundation's The Barack Obama Foundation 403(b) Plan reported $11M in total assets and 150 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.
- 66th percentile by assets (of 139,126 plans)
- #2,412 in Arts, Entertainment & Recreation (3,077 peers)
Coverage in Illinois
The Barack Obama Foundation 403(b) Plan covers 150 participants in Illinois, about 19% of the average Illinois filer (state average ~779 per filing). Assets: $11M.
- $11M
- total plan assets (2022 EOY)
- 150
- covered participants
- 66th
- percentile by assets (of 139,126 plans)
- $71,329
- avg assets per participant
Where The Barack Obama Foundation 403(b) Plan sits by total assets
The Barack Obama Foundation 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$10,699,308 Top 34% higher than 66% 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
Participants vs Illinois filers
In Illinois, the average filing covers about 779 participants across 5,745 plans. The Barack Obama Foundation 403(b) Plan reports 150 participants - about 19% of that state average ($11M EOY assets).
Illinois filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $878K |
| Employer EIN | 464950751 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Barack Obama Foundation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 150 | $11M |
| 2023 | 1 | 222 | $17M |
| 2024 | 1 | 276 | $23M |
Nearby Other Plans in Illinois
Peer Other plans, same state, same plan type, ranked by total assets.
- Washington University Retirement Savings Plan $5.9B · 15,925
- Northwestern University Retirement Plan $3.5B · 9,465
- The University of Chicago Contributory Retirement Plan $3.1B · 4,552
- Northshore University Healthsystem Tax Deferred Annuity Plan $1.8B · 13,159
- The University of Chicago Supplemental Retirement Plan $1.5B · 7,855
Similar-Sized Other Plans Nationally
Other plans in other states closest to The Barack Obama Foundation 403(b) Plan by total assets, not by location.
Frequently Asked Questions
How did The Barack Obama Foundation 403(b) Plan assets move in 2022? ▼
How have The Barack Obama Foundation plan assets changed over time? ▼
Which Other plans are similar in size to The Barack Obama Foundation 403(b) Plan? ▼
Next read for The Barack Obama Foundation 403(b) Plan
Filing takeaways
Ways to act on The Barack Obama Foundation 403(b) Plan's numbers.
- By total assets, The Barack Obama Foundation 403(b) Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Illinois. Compare plans
- The Barack Obama Foundation's sponsor-wide assets have grown 113.5% since 2022 across 3 plan years on file. More Arts, Entertainment & Recreation plans