Other · DOL Form 5500 · 2022

The University of Chicago Retirement Plan

Data updated 2026-08-06

$3.1B
Total assets
4,552
Participants
100th
Percentile by assets
$670,790
Avg per participant
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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.

  • 100th percentile by assets (of 139,258 plans)
  • #4,005 in Educational Services (4,025 peers)

Coverage in Illinois

The University of Chicago Contributory Retirement Plan covers 4,552 participants in Illinois, 5.9x the typical Illinois plan (state average ~768 per filing). Assets: $3.1B.

$3.1B
total plan assets (2022 EOY)
4,552
covered participants
100th
percentile by assets (of 139,258 plans)
$670,790
avg assets per participant

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.

Participants vs Illinois filers

In Illinois, the average filing covers about 768 participants across 5,440 plans. The University of Chicago Contributory Retirement Plan reports 4,552 participants - 5.9x that state average ($3.1B EOY assets).

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)

$5.5B$6B$6.5B$7B$7.5B$8B 202220232024 $5.88B $7.36B â–˛ +25.2%
Total plan assets by year, all The University of Chicago plans on file
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

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 Ch…Washington Universit…Northwestern Univers…Northshore Universit…The University of Ch…Argonne National Lab…
The University of Chicago Contributory Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to The University of Chicago Contributory Retirement Plan by total assets, not by location.

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 139,258 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).

Next read for The University of Chicago Contributory R…

Filing takeaways

Ways to act on The University of Chicago Contributory Retirement Plan's numbers.