Defined Benefit (Pension) · DOL Form 5500 · 2022
Loyola University of Chicago Attn Benefits Department Pension Plan
Data updated 2026-08-25
- $154M
- Total assets Near avg plan size
- 1,099
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $140,497
- Avg per participant Near avg balance/head
Official DOL plan name: Loyola University Employees' Retirement Plan · Sponsored by Loyola University of Chicago Attn Benefits Department · Illinois · Educational Services
$154M in assets, 1,099 participants
Loyola University of Chicago Attn Benefits Department's Loyola University Employees' Retirement Plan reported $154M in total assets and 1,099 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- #3,656 in Educational Services (4,024 peers)
Where Loyola University Employees' Retirement Plan sits by assets
Loyola University Employees' Retirement Plan sits in the top 5% of all filed plans by assets, $154M for 1,099 participants (~$140,497/participant), down 25.4% in 2022.
- #3,656
- in Educational Services (4,024 peers)
- -25.4%
- assets change YoY
- 1.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $54M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Loyola University Employees' Retirement Plan's outsized position by total assets
Loyola University Employees' Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$154,406,596 Top 5% higher than 95% 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
Loyola University Employees' 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. Loyola University Employees' Retirement Plan lands in the large band (1,099 participants).
Published 5500 schedule card
Filing strip 361408475 · Loyola University of Chicago Attn Benefits Department PY 2022 · Defined Benefit (Pension)
Loyola University Employees' Retirement Plan · $154M · 1,099 · 95th
- NET $154M
- BOOK 1,099
- VS-ST 95th
- BOY Defined Benefit (Pension)
- SCH near National Gypsum General Pension Plan
- EBSA ind #3656
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 Illinois →
Loyola University Employees' Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $207M |
|---|---|
| Net Assets (End of Year) | $153M |
| Net Income | -$54M |
| Employer EIN | 361408475 |
| Plan Effective Date | 1949-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Loyola University of Chicago Attn Benefits Department)
Sponsor-wide plan assets over time
All Loyola University of Chicago Attn Benefits Department plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.4B 20.191790731328716% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,843 | $1.2B |
| 2023 | 2 | 3,764 | $1.3B |
| 2024 | 2 | 3,801 | $1.4B |
Nearby Defined Benefit (Pension) Plans in Illinois
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central States, Southeast & Southwest Areas Pension Plan $42.6B · 50,096
- State Farm Insurance Companies Retirement Plan for United States Employees $32.1B · 49,052
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.0B · 20,170
- John Deere Pension Plan for Salaried Employees $7.3B · N/A
- Abbott Laboratories Annuity Retirement Plan $6.8B · 16,809
Loyola University Employees' Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is National Gypsum General Pension Plan in NC ($154M); by covered participants it is Pierce Manufacturing Inc. Pension Plan in WI (1,099 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($154M here).
- National Gypsum General Pension Plan (NC) $154M · 593
- Allete and Affiliated Companies Retirement Plan B (MN) $154M · 338
- The Timken-Latrobe-Mpb-Torrington Retirement Plan (OH) $154M · 1,364
- Thedacare, Inc. Pension Plan (WI) $155M · 1,412
Similar participant headcount
Nearest other-state filings by covered participants (1,099 participants); asset peers above are excluded.
- Pierce Manufacturing Inc. Pension Plan (WI) 1,099 · 0 off
- The Chambersburg Hospital Pension Plan for Union Represented Employees (PA) 1,099 · 0 off
- I.a.T.S.E. Local No. 33 Pension Trust Fund (CA) 1,100 · 1 off
- Ropes & Gray LLP Pension Plan (MA) 1,101 · 2 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.