Defined Benefit (Pension) · DOL Form 5500 · 2022

The Options Clearing Corporation Pension Plan

Data updated 2026-08-25

$116M
Total assets Near avg plan size
62
Participants Small participant base
94th
Percentile by assets National rank
$1.9M
Avg per participant High balance/head
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Official DOL plan name: The Options Clearing Corporation Retirement Plan · Sponsored by The Options Clearing Corporation · Illinois · Finance & Insurance

$116M in assets, 62 participants

The Options Clearing Corporation's The Options Clearing Corporation Retirement Plan reported $116M in total assets and 62 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #8,287 in Finance & Insurance (9,261 peers)

Where The Options Clearing Corporation Retirement Plan sits by assets

The Options Clearing Corporation Retirement Plan sits in the top 10% of all filed plans by assets, $116M for 62 participants (~$1.9M/participant), down 27.8% in 2022.

#8,287
in Finance & Insurance (9,261 peers)
-27.8%
assets change YoY
1.2×
vs typical plan assets (national mean)

The plan reported a net loss of $44M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Options Clearing Corporation Retirement Plan's outsized position by total assets

The Options Clearing Corporation Retirement Plan vs every filed plan by assets

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

$116,159,633 Top 6% higher than 94% 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

The Options Clearing Corporation Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Options Clearing Corporation Retirement Plan is a small filing (62 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 362756407 · The Options Clearing Corporation PY 2022 · Defined Benefit (Pension)

The Options Clearing Corporation Retirement Plan · $116M · 62 · 94th

  • EOY $116M
  • 5500 62
  • ASSETS 94th
  • PCT Defined Benefit (Pension)
  • EIN near Local 816 Labor & Management Pension Trust Fund
  • RANK ind #8287

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 Finance & Insurance retirement plans → · Plans in Illinois →

The Options Clearing Corporation Retirement Plan in the asset neighbourhood

The Options Clearing Corporation Retirement PlanThe Options Clearing Corpora…$116MLocal 816 Labor & Management Pension Trust FundLocal 816 Labor & Management…$116MHawaiian Telcom Hourly Employees Pension PlanHawaiian Telcom Hourly Emplo…$116MTribal Casino Gaming Enterprise Retirement PlanTribal Casino Gaming Enterpr…$116MOperative Plasterers and Cement Masons Local No. 109 Pension PlanOperative Plasterers and Cem…$116M
End-of-year total assets ($M) among The Options Clearing Corporation Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$161M
Net Assets (End of Year)$116M
Net Income-$44M
Employer EIN362756407
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Options Clearing Corporation)

Sponsor-wide plan assets over time

All The Options Clearing Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$345M 4.325909381253746% vs 2022
2024 filing year
$280M$300M$320M$340M$360M 202220232024 $331M $345M ▲ +4.3%
Year Plans Participants Total Assets
2022 2 867 $331M
2023 2 946 $288M
2024 2 1,122 $345M

Nearby Defined Benefit (Pension) Plans in Illinois

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

The Options Clearing Corporation Retirement Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1001020304050 Total assets ($B) Participants The Options Clearing Corporation Retirement Plan, Total assets ($B): 0.116159633 · Participants: 62The Options Clearing Corporation Retirement PlanCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 42.629770802 · Participants: 50096Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 32.129102809 · Participants: 49052State Farm Insurance Companies Retirement Plan for United States EmployeesUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 7.958716532 · Participants: 20170United Food & Commercial Workers Intl Union - Industry Pension FundJohn Deere Pension Plan for Salaried Employees, Total assets ($B): 7.304502684 · Participants: 0John Deere Pension Plan for Salaried EmployeesAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 6.770339506 · Participants: 16809Abbott Laboratories Annuity Retirement Plan
The Options Clearing Corporation Retirement Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare The Options Clearing Corporation Retirement Plan side-by-side with 3 peers →

The Options Clearing Corporation Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Local 816 Labor & Management Pension Trust Fund in NY ($116M); by covered participants it is Kurz America Employees Pension Plan in NC (62 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (62 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 The Options Clearing Corporation Retirement Plan assets move in 2022? ▼
The Options Clearing Corporation Retirement Plan declined sharply - down 27.8% during 2022, from $161M to $116M. Reported net income was -$44M.
How have The Options Clearing Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Options Clearing Corporation's sponsor-wide assets grew 4.3%, from $331M to $345M.
Where does The Options Clearing Corporation Retirement Plan rank by assets among Form 5500 filers? ▼
The Options Clearing Corporation Retirement Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to The Options Clearing Corporation Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Local 816 Labor & Management Pension Trust Fund in NY ($116M, 581 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Options Clearing Corporation Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Kurz America Employees Pension Plan in NC (62 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 362756407.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.