Defined Benefit (Pension) · DOL Form 5500 · 2022
The University of Chicago Pension Plan
Data updated 2026-08-06
- $1.0B
- Total assets
- 8,512
- Participants
- 99th
- Percentile by assets
- $119,614
- Avg per participant
Official DOL plan name: The University of Chicago Retirement Income Plan for Employees · Sponsored by The University of Chicago · Illinois · Educational Services
$1.0B in assets, 8,512 participants
The University of Chicago's The University of Chicago Retirement Income Plan for Employees reported $1.0B in total assets and 8,512 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 139,258 plans)
- #3,962 in Educational Services (4,025 peers)
Coverage in Illinois
The University of Chicago Retirement Income Plan for Employees covers 8,512 participants in Illinois, 11x the typical Illinois plan (state average ~768 per filing). Assets: $1.0B.
- $1.0B
- total plan assets (2022 EOY)
- 8,512
- covered participants
- 99th
- percentile by assets (of 139,258 plans)
- $119,614
- avg assets per participant
The plan reported a net loss of $184M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Illinois filers
In Illinois, the average filing covers about 768 participants across 5,440 plans. The University of Chicago Retirement Income Plan for Employees reports 8,512 participants - 11x that state average ($1.0B EOY assets).
Illinois filing particulars
| Total Assets (Beginning of Year) | $1.2B |
|---|---|
| Net Assets (End of Year) | $1.0B |
| Net Income | -$184M |
| Employer EIN | 362177139 |
| Plan Effective Date | 1953-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The University of Chicago)
| 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.
The University of Chicago Retirement Income Plan for Employees vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
- 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 Retirement Income Plan for Employees
The University of Chicago Retirement Income Plan for Employees reports $1.0B in end-of-year assets across 8,512 participants (0.009% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.009% of 89,805,449 covered participants) - about $119,614 per participant (87% of the national average assets-per-participant) . Net income for plan year 2022 was -$184M.
This plan identity (EIN 362177139, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.0B to $1.3B (+26.3%) while covered participants moved from 8,512 to 9,810 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,512 | $1.0B | This page |
| 2023 | 8,906 | $1.2B | Open filing |
| 2024 · index core | 9,810 | $1.3B | 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)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to The University of Chicago Retirement Income Plan for Employees by total assets, not by location.
- Retirement Plan for Certain Represented Employees (MD) $1.0B · 3,656
- Mclaren Employees' Pension Plan (MI) $1.0B · 3,037
- The Wellspan Health System Merged Pension Plan (PA) $1.0B · 3,928
- American Express Retirement Plan (NY) $1.0B · 3,915
Frequently Asked Questions
How did The University of Chicago Retirement Income Plan for Employees assets move in 2022? ▼
How have The University of Chicago plan assets changed over time? ▼
Where does The University of Chicago Retirement Income Plan for Employees rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to The University of Chicago Retirement Income Plan for Employees? ▼
Next read for The University of Chicago Retirement Inc…
Filing takeaways
Ways to act on The University of Chicago Retirement Income Plan for Employees's numbers.
- By total assets, The University of Chicago Retirement Income Plan for Employees ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Illinois. Compare plans
- The University of Chicago's sponsor-wide assets have grown 25.2% since 2022 across 3 plan years on file. More Educational Services plans