Other · DOL Form 5500 · 2022
The University of Chicago Retirement Plan
Data updated 2026-08-25
- $1.5B
- Total assets Very large vs avg
- 7,855
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $189,257
- Avg per participant Above avg balance/head
Official DOL plan name: The University of Chicago Supplemental Retirement Plan · Sponsored by The University of Chicago · Illinois · Educational Services
$1.5B in assets, 7,855 participants
The University of Chicago's The University of Chicago Supplemental Retirement Plan reported $1.5B in total assets and 7,855 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.
- #3,982 in Educational Services (4,024 peers)
Coverage in Illinois
The University of Chicago Supplemental Retirement Plan covers 7,855 participants in Illinois, 10x the typical Illinois plan (state average ~779 per filing). Assets: $1.5B.
- #3,982
- in Educational Services (4,024 peers)
- -12.0%
- assets change YoY
- 15×
- vs typical plan assets (national mean)
The plan reported a net loss of $203M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The University of Chicago Supplemental Retirement Plan's outsized position by total assets
The University of Chicago Supplemental Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,486,612,106 Top 1% higher than 99% 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 Supplemental Retirement Plan'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 Supplemental Retirement Plan lands in the large band (7,855 participants).
EBSA filing schedule strip
Filing strip 362177139 · The University of Chicago PY 2022 · Other
The University of Chicago Supplemental Retirement Plan · $1.5B · 7,855 · 99th
- IND $1.5B
- IND 7,855
- IND 99th
- IND Other
- IND near Christiana Care 403(b) Plan
- IND ind #3982
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 Supplemental Retirement Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $1.7B |
|---|---|
| Net Assets (End of Year) | $1.5B |
| Net Income | -$203M |
| Employer EIN | 362177139 |
| Plan Effective Date | 1974-03-01 |
| 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 Other Plans in Illinois
Peer Other plans, same state, same plan type, ranked by total assets.
- Washington University Retirement Savings Plan $5.9B · 15,925
- Northwestern University Retirement Plan $3.5B · 9,465
- The University of Chicago Contributory Retirement Plan $3.1B · 4,552
- Northshore University Healthsystem Tax Deferred Annuity Plan $1.8B · 13,159
- Argonne National Laboratory 403(b) Employee Retirement Plan $1.4B · 3,664
Scale composition for The University of Chicago Supplemental Retirement Plan
The University of Chicago Supplemental Retirement Plan reports $1.5B in end-of-year assets across 7,855 participants (0.012% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $189,257 per participant (1.4x the national average assets-per-participant) . Net income for plan year 2022 was -$203M.
This plan identity (EIN 362177139, plan #007) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.5B to $1.9B (+29.7%) while covered participants moved from 7,855 to 8,635 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,855 | $1.5B | This page |
| 2023 | 8,254 | $1.7B | Open filing |
| 2024 · index core | 8,635 | $1.9B | 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 Supplemental Retirement Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Christiana Care 403(b) Plan in DE ($1.5B); by covered participants it is Children's Medical Center of Dallas Employee Savings Plan 401(a)Component in TX (7,850 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.5B here).
- Christiana Care 403(b) Plan (DE) $1.5B · 13,222
- The Tax Sheltered Annuity Plan of Texas Children's Hospital (TX) $1.5B · 14,185
- Syracuse University Noncontributory Retirement Plan (NY) $1.5B · 5,014
- Norton Healthcare 403(b) Retirement Savings Plan (KY) $1.5B · 17,896
Similar participant headcount
Nearest other-state filings by covered participants (7,855 participants); asset peers above are excluded.
- Children's Medical Center of Dallas Employee Savings Plan 401(a)Component (TX) 7,850 · 5 off
- Cook Childrens Health Care System 403(b) Retirement Plan (TX) 7,879 · 24 off
- The Nemours Foundation Section 403(b) Plan (FL) 7,882 · 27 off
- City of Hope National Medical Center Tax-Deferred Annuity Plan (CA) 7,898 · 43 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.