401(k) · DOL Form 5500 · 2022

The Options Clearing Corporation 401(k) Plan

Data updated 2026-08-25

$215M
Total assets Near avg plan size
805
Participants Near avg headcount
96th
Percentile by assets National rank
$266,739
Avg per participant High balance/head
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Official DOL plan name: The Options Clearing Corporation Retirement Savings Plan · Sponsored by The Options Clearing Corporation · Illinois · Finance & Insurance

$215M in assets, 805 participants

The Options Clearing Corporation's The Options Clearing Corporation Retirement Savings Plan reported $215M in total assets and 805 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #8,612 in Finance & Insurance (9,261 peers)

Where The Options Clearing Corporation Retirement Savings Plan sits by assets

The Options Clearing Corporation Retirement Savings Plan sits in the top 5% of all filed plans by assets, $215M for 805 participants (~$266,739/participant), down 8.1% in 2022.

#8,612
in Finance & Insurance (9,261 peers)
-8.1%
assets change YoY
2.2×
vs typical plan assets (national mean)

The plan reported a net loss of $19M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

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

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

$214,724,552 Top 4% higher than 96% 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 Savings 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 Options Clearing Corporation Retirement Savings Plan sits mid-pack in the medium band (805 participants).

DOL schedule card

Filing strip 362756407 · The Options Clearing Corporation PY 2022 · 401(k)

The Options Clearing Corporation Retirement Savings Plan · $215M · 805 · 96th

  • TYPE $215M
  • TYPE 805
  • TYPE 96th
  • TYPE 401(k)
  • TYPE near Emergency Physicians Professional Association Profit Sharing 401(k) Plan
  • TYPE ind #8612

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 Savings Plan in the asset neighbourhood

Global Atlantic Financial Company 401(k) PlanGlobal Atlantic Financial Co…$215MAmerican Public Education Retirement PlanAmerican Public Education Re…$215MThe Options Clearing Corporation Retirement Savings PlanThe Options Clearing Corpora…$215MEmergency Physicians Professional Association Profit Sharing 401(k) PlanEmergency Physicians Profess…$215MChugach 401(k) Plan$215M
End-of-year total assets ($M) among The Options Clearing Corporation Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$234M
Net Assets (End of Year)$215M
Net Income-$19M
Employer EIN362756407
Plan Effective Date1984-01-01
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 401(k) Plans in Illinois

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The Options Clearing Corporation Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants The Options Clearing Corporation Retirement Savings Plan, Total assets ($B): 0.214724552 · Participants: 805The Options Clearing Corporation Retirement Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
The Options Clearing Corporation Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare The Options Clearing Corporation Retirement Savings Plan side-by-side with 3 peers →

The Options Clearing Corporation Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Emergency Physicians Professional Association Profit Sharing 401(k) Plan in MN ($215M); by covered participants it is Cafe Services, Inc. 401(k) Plan in NH (805 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($215M here).

Similar participant headcount

Nearest other-state filings by covered participants (805 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 Savings Plan assets move in 2022? ▼
The Options Clearing Corporation Retirement Savings Plan pulled back noticeably - down 8.1% during 2022, from $234M to $215M. Reported net income was -$19M.
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 Savings Plan rank by assets among Form 5500 filers? ▼
The Options Clearing Corporation Retirement Savings Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to The Options Clearing Corporation Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Emergency Physicians Professional Association Profit Sharing 401(k) Plan in MN ($215M, 549 participants).
Which 401(k) plans cover a similar participant headcount to The Options Clearing Corporation Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cafe Services, Inc. 401(k) Plan in NH (805 participants, $10M 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.