Defined Benefit (Pension) · DOL Form 5500 · 2022

University Club of Chicago Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
44
Participants Small participant base
49th
Percentile by assets National rank
$104,333
Avg per participant Below avg balance/head
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Official DOL plan name: University Club of Chicago Cash Balance Plan · Sponsored by University Club of Chicago · Illinois · Arts, Entertainment & Recreation

$5M in assets, 44 participants

University Club of Chicago's University Club of Chicago Cash Balance Plan reported $5M in total assets and 44 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.

  • #2,037 in Arts, Entertainment & Recreation (3,077 peers)

University Club of Chicago multi-year trail

University Club of Chicago's plans moved +13.8% in assets from 2022 to 2024; this filing shows University Club of Chicago Cash Balance Plan at $5M / 44 participants.

#2,037
in Arts, Entertainment & Recreation (3,077 peers)
-18.7%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

University Club of Chicago Cash Balance Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

University Club of Chicago Cash Balance Plan vs every filed plan by assets

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

$4,590,667 49th percentile higher than 49% 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

University Club of Chicago Cash Balance 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. University Club of Chicago Cash Balance Plan is a small filing (44 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 361901470 · University Club of Chicago PY 2022 · Defined Benefit (Pension)

University Club of Chicago Cash Balance Plan · $5M · 44 · 49th

  • TYPE $5M
  • TYPE 44
  • TYPE 49th
  • TYPE Defined Benefit (Pension)
  • TYPE near P.W. Woo & Sons, Inc. Defined Benefit Pension Plan
  • TYPE ind #2037

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 →

University Club of Chicago Cash Balance Plan in the asset neighbourhood

Ora Orthopedics, P.C. Cash Balance PlanOra Orthopedics, P.C. Cash B…$5MThe Restated Noncontributory Retirement Plan for CooperativesThe Restated Noncontributory…$5MEvans Bank, N.a. Pension Plan$5MUniversity Club of Chicago Cash Balance PlanUniversity Club of Chicago C…$5MP.W. Woo & Sons, Inc. Defined Benefit Pension PlanP.W. Woo & Sons, Inc. Define…$5M
End-of-year total assets ($M) among University Club of Chicago Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

University Club of Chicago multi-year asset trail

Sponsor-wide plan assets over time

All University Club of Chicago plans reported in each filing year

Latest sponsor-wide plan assets
$16M 13.796827141500565% vs 2022
2024 filing year
$13M$14M$15M$16M$17M$18M 202220232024 $13.8M $15.7M ▲ +13.8%
Year Plans Participants Total Assets
2022 2 158 $14M
2023 2 171 $17M
2024 2 252 $16M

University Club of Chicago filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$1M
Employer EIN361901470
Plan Effective Date1951-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Illinois

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

University Club of Chicago Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1001020304050 Total assets ($B) Participants University Club of Chicago Cash Balance Plan, Total assets ($B): 0.004590667 · Participants: 44University Club of Chicago Cash Balance 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
University Club of Chicago Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare University Club of Chicago Cash Balance Plan side-by-side with 3 peers →

University Club of Chicago Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is P.W. Woo & Sons, Inc. Defined Benefit Pension Plan in CA ($5M); by covered participants it is The M/a/R/C Group Pension Plan in NY (44 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (44 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 University Club of Chicago Cash Balance Plan assets move in 2022? ▼
University Club of Chicago Cash Balance Plan declined sharply - down 18.7% during 2022, from $6M to $5M. Reported net income was -$1M.
How have University Club of Chicago plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University Club of Chicago's sponsor-wide assets grew 13.8%, from $14M to $16M.
Which Defined Benefit (Pension) plans are similar in size to University Club of Chicago Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is P.W. Woo & Sons, Inc. Defined Benefit Pension Plan in CA ($5M, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to University Club of Chicago Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The M/a/R/C Group Pension Plan in NY (44 participants, $19M 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 361901470.

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.