Defined Benefit (Pension) · DOL Form 5500 · 2022
The University of Chicago Pension Plan
Data updated 2026-08-25
- $321M
- Total assets Above avg plan size
- 5,866
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $54,701
- Avg per participant Low balance/head
Official DOL plan name: The University of Chicago Pension Plan for Staff Employees · Sponsored by The University of Chicago · Illinois · Educational Services
$321M in assets, 5,866 participants
The University of Chicago's The University of Chicago Pension Plan for Staff Employees reported $321M in total assets and 5,866 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- #3,837 in Educational Services (4,024 peers)
Coverage in Illinois
The University of Chicago Pension Plan for Staff Employees covers 5,866 participants in Illinois, 7.5x the typical Illinois plan (state average ~779 per filing). Assets: $321M.
- #3,837
- in Educational Services (4,024 peers)
- -23.8%
- assets change YoY
- 3.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $108M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The University of Chicago Pension Plan for Staff Employees's outsized position by total assets
The University of Chicago Pension Plan for Staff Employees vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$320,874,684 Top 3% higher than 97% 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 University of Chicago Pension Plan for Staff Employees'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. The University of Chicago Pension Plan for Staff Employees lands in the large band (5,866 participants).
EBSA filing schedule strip
Filing strip 362177139 · The University of Chicago PY 2022 · Defined Benefit (Pension)
The University of Chicago Pension Plan for Staff Employees · $321M · 5,866 · 97th
- ASSETS $321M
- PCT 5,866
- EIN 97th
- RANK Defined Benefit (Pension)
- PHOTO near Employers Mutual Casualty Company Retirement Plan
- IND ind #3837
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 →
The University of Chicago Pension Plan for Staff Employees in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $421M |
|---|---|
| Net Assets (End of Year) | $313M |
| Net Income | -$108M |
| Employer EIN | 362177139 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The University of Chicago)
Sponsor-wide plan assets over time
All The University of Chicago plans reported in each filing year
- Latest sponsor-wide plan assets
- $7.4B 25.24666157804613% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 26,785 | $5.9B |
| 2023 | 4 | 27,398 | $6.7B |
| 2024 | 4 | 28,567 | $7.4B |
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
Scale composition for The University of Chicago Pension Plan for Staff Employees
The University of Chicago Pension Plan for Staff Employees reports $321M in end-of-year assets across 5,866 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $54,701 per participant (40% of the national average assets-per-participant) . Net income for plan year 2022 was -$108M.
This plan identity (EIN 362177139, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $321M to $305M (-5.0%) while covered participants moved from 5,866 to 4,978 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,866 | $321M | This page |
| 2023 | 5,442 | $325M | Open filing |
| 2024 · index core | 4,978 | $305M | Open filing |
The same sponsor also keeps 4 other index-core plans on PlainRetire:
- The University of Chicago Contributory Retirement Plan (Other, $3.8B, 5,144 participants)
- The University of Chicago Supplemental Retirement Plan (Other, $1.9B, 8,635 participants)
- The University of Chicago Retirement Income Plan (Defined Benefit (Pension), $1.3B, 9,810 participants)
- The University of Chicago Pension Plan for Staff Employees (Defined Benefit (Pension), $305M, 4,978 participants)
The University of Chicago Pension Plan for Staff Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is Employers Mutual Casualty Company Retirement Plan in IA ($321M); by covered participants it is Retirement Benefit Accumulation Plan for Employees of Pwc LLP in FL (5,861 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($321M here).
- Employers Mutual Casualty Company Retirement Plan (IA) $321M · 2,037
- Pointers, Cleaners, & Caulkers Pension Fund (NY) $321M · 1,509
- Wps Pension Plan (WI) $321M · 616
- Wec Energy Group Retirement Plan for Pgl and Nsg (WI) $320M · 542
Similar participant headcount
Nearest other-state filings by covered participants (5,866 participants); asset peers above are excluded.
- Retirement Benefit Accumulation Plan for Employees of Pwc LLP (FL) 5,861 · 5 off
- Ufcw Local 1262 & Employers Pension Fund (NJ) 5,855 · 11 off
- Pinnacle West Capital Corporation Retirement Plan (AZ) 5,840 · 26 off
- Employees' Cash Balance Plan of Atlantic Health (NJ) 5,901 · 35 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.