Other · DOL Form 5500 · 2022
The Barack Obama Foundation Retirement Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 150
- Participants Small participant base
- 66th
- Percentile by assets National rank
- $71,329
- Avg per participant Below avg balance/head
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.
- #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.
- #2,412
- in Arts, Entertainment & Recreation (3,077 peers)
- +8.9%
- assets growth YoY
The Barack Obama Foundation 403(b) Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers
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
The Barack Obama Foundation 403(b) Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Barack Obama Foundation 403(b) Plan sits mid-pack in the medium band (150 participants).
Published 5500 schedule card
Filing strip 464950751 · The Barack Obama Foundation PY 2022 · Other
The Barack Obama Foundation 403(b) Plan · $11M · 150 · 66th
- SCH $11M
- SCH 150
- SCH 66th
- SCH Other
- SCH near Family Research Council 403(b) Retirement Plan
- SCH ind #2412
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 Arts, Entertainment & Recreation retirement plans → · Plans in Illinois →
The Barack Obama Foundation 403(b) Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All The Barack Obama Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 113.45811336583638% vs 2022
- 2024 filing year
| 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
The Barack Obama Foundation 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Family Research Council 403(b) Retirement Plan in DC ($11M); by covered participants it is The Trevor Project, Inc. 403(b) Plan in CA (150 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (150 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.