Other · DOL Form 5500 · 2022

The University of Chicago Retirement Plan

Data updated 2026-08-25

$3.1B
Total assets Very large vs avg
4,552
Participants Above avg headcount
100th
Percentile by assets National rank
$670,790
Avg per participant High balance/head
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Official DOL plan name: The University of Chicago Contributory Retirement Plan · Sponsored by The University of Chicago · Illinois · Educational Services

$3.1B in assets, 4,552 participants

The University of Chicago's The University of Chicago Contributory Retirement Plan reported $3.1B in total assets and 4,552 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.

  • #4,004 in Educational Services (4,024 peers)

Coverage in Illinois

The University of Chicago Contributory Retirement Plan covers 4,552 participants in Illinois, 5.8x the typical Illinois plan (state average ~779 per filing). Assets: $3.1B.

#4,004
in Educational Services (4,024 peers)
-12.9%
assets change YoY
31×
vs typical plan assets (national mean)

The plan reported a net loss of $454M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The University of Chicago Contributory Retirement Plan's outsized position by total assets

The University of Chicago Contributory Retirement Plan vs every filed plan by assets

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

$3,053,434,537 Highest reported value at or above every one 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

The University of Chicago Contributory 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 Contributory Retirement Plan lands in the large band (4,552 participants).

Published 5500 schedule card

Filing strip 362177139 · The University of Chicago PY 2022 · Other

The University of Chicago Contributory Retirement Plan · $3.1B · 4,552 · 100th

  • ASSETS $3.1B
  • PCT 4,552
  • EIN 100th
  • RANK Other
  • PHOTO near Harvard University Tax Deferred Annuity Plan
  • IND ind #4004

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 Contributory Retirement Plan in the asset neighbourhood

The Retirement Savings Plan$3.3BMontefiore Medical Center 403(b) PlanMontefiore Medical Center 40…$3.3BHarvard University Tax Deferred Annuity PlanHarvard University Tax Defer…$3.2BThe University of Chicago Contributory Retirement PlanThe University of Chicago Co…$3.1BSentara 403(b) Savings Plan$2.7B
End-of-year total assets ($B) among The University of Chicago Contributory Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$3.5B
Net Assets (End of Year)$3.1B
Net Income-$454M
Employer EIN362177139
Plan Effective Date1922-01-01
Filing StatusFILING 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
$5.5B$6B$6.5B$7B$7.5B$8B 202220232024 $5.88B $7.36B ▲ +25.2%
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.

The University of Chicago Contributory Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 1234567 Total assets ($B) Participants The University of Chicago Contributory Retirement Plan, Total assets ($B): 3.053434537 · Participants: 4552The University of Chicago Contributory Retirement PlanWashington University Retirement Savings Plan, Total assets ($B): 5.876925706 · Participants: 15925Washington University Retirement Savings PlanNorthwestern University Retirement Plan, Total assets ($B): 3.513964211 · Participants: 9465Northwestern University Retirement PlanNorthshore University Healthsystem Tax Deferred Annuity Plan, Total assets ($B): 1.75976664 · Participants: 13159Northshore University Healthsystem Tax Deferred Annuity PlanThe University of Chicago Supplemental Retirement Plan, Total assets ($B): 1.486612106 · Participants: 7855The University of Chicago Supplemental Retirement PlanArgonne National Laboratory 403(b) Employee Retirement Plan, Total assets ($B): 1.428935478 · Participants: 3664Argonne National Laboratory 403(b) Employee Retirement Plan
The University of Chicago Contributory Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants
Compare The University of Chicago Contributory Retirement Plan side-by-side with 3 peers →

The University of Chicago Contributory Retirement Plan's out-of-state Other peers by assets and headcount

Outside Illinois, the nearest Other by assets is Harvard University Tax Deferred Annuity Plan in MA ($3.2B); by covered participants it is Tallahassee Memorial Healthcare 403(b) Retirement Savings Plan in FL (4,580 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3.1B here).

Similar participant headcount

Nearest other-state filings by covered participants (4,552 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 The University of Chicago Contributory Retirement Plan assets move in 2022? ▼
The University of Chicago Contributory Retirement Plan pulled back noticeably - down 12.9% during 2022, from $3.5B to $3.1B. Reported net income was -$454M.
How have The University of Chicago plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The University of Chicago's sponsor-wide assets grew 25.2%, from $5.9B to $7.4B.
Where does The University of Chicago Contributory Retirement Plan rank by assets among Form 5500 filers? ▼
The University of Chicago Contributory Retirement Plan ranks in the 100th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which Other plans are similar in size to The University of Chicago Contributory Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Harvard University Tax Deferred Annuity Plan in MA ($3.2B, 21,269 participants).
Which Other plans cover a similar participant headcount to The University of Chicago Contributory Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Tallahassee Memorial Healthcare 403(b) Retirement Savings Plan in FL (4,580 participants, $147M 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 362177139.

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.