Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

The University of Chicago Retirement Income Plan for Employees

ERISA Form 5500 plan record drawn from DOL EBSA β€” verify with linked source filings below.

Sponsored by The University of Chicago Β· Illinois Β· Educational Services

What the 2023 filing shows

The University of Chicago Retirement Income Plan for Employees holds $1.0B for 8,512 participants - about $119,614 per participant, down 15.3% over the 2022 plan year.

$1.0B
total plan assets (2022 EOY)
8,512
covered participants
$119,614
avg assets per participant
-15.3%
assets change YoY

The plan reported a net loss of $184M for the year β€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$1.0B
Participants
8,512
State
Industry
Educational Services

What the Filing Says About The University of Chicago Retirement Income Plan for Employees

The University of Chicago Retirement Income Plan for Employees is a Defined Benefit (Pension) retirement plan sponsored by The University of Chicago, headquartered in Illinois. As of the 2022 Form 5500 filing, the plan reports $1.0B in total end-of-year assets and covers 8,512 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 362177139, and the plan has been effective since 1953-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $1.2B at the beginning of 2022 to $1.0B at year-end β€” a decline of 15.3%. Net assets (after liabilities) closed the year at $1.0B, with reported net income of $-184,356,126 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows β€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$1.2B
Total Assets (End of Year)$1.0B
Net Assets (End of Year)$1.0B
Net Income$-184,356,126
Plan TypeDefined Benefit (Pension)
Employer EIN362177139
Plan Effective Date1953-01-01
Filing StatusFILING 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 β€” same state, same plan type β€” ranked by total assets.

Frequently Asked Questions

How much money is in the The University of Chicago Retirement Income Plan for Employees?
As of the 2022 Form 5500 filing, The University of Chicago Retirement Income Plan for Employees holds $1.0B in total assets with 8,512 participants. It is sponsored by The University of Chicago.
What type of plan is The University of Chicago Retirement Income Plan for Employees?
The University of Chicago Retirement Income Plan for Employees is a Defined Benefit (Pension) plan. It has been effective since 1953-01-01. The plan is filed with the U.S. Department of Labor under EIN 362177139.
Who sponsors the The University of Chicago Retirement Income Plan for Employees?
The University of Chicago Retirement Income Plan for Employees is sponsored by The University of Chicago, located in Illinois. The sponsor's EIN is 362177139 and the plan operates in the Educational Services industry.
How did The University of Chicago Retirement Income Plan for Employees perform in 2022?
The University of Chicago Retirement Income Plan for Employees declined by 15.3% during 2022, moving from $1.2B to $1.0B in total assets. Net income was $-184,356,126.
Where can I find official filings for The University of Chicago Retirement Income Plan for Employees?
Official Form 5500 filings for The University of Chicago Retirement Income Plan for Employees are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 362177139 or plan name at efast.dol.gov.
How does The University of Chicago Retirement Income Plan for Employees compare to other plans?
You can compare The University of Chicago Retirement Income Plan for Employees against other Defined Benefit (Pension) plans on the plan type page, or view plans in Illinois on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) β€” original filing retrieval by EIN 362177139.

Reference: IRS Publication 560 β€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B β€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

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