Other · DOL Form 5500 · 2022

The University of Chicago Medical Center Retirement Plan

Data updated 2026-08-25

$345M
Total assets Above avg plan size
3,665
Participants Above avg headcount
97th
Percentile by assets National rank
$94,038
Avg per participant Below avg balance/head
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Official DOL plan name: The University of Chicago Medical Center Supplemental Annuity Retirement Plan · Sponsored by The University of Chicago Medical Center · Illinois · Healthcare & Social Assistance

$345M in assets, 3,665 participants

The University of Chicago Medical Center's The University of Chicago Medical Center Supplemental Annuity Retirement Plan reported $345M in total assets and 3,665 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • #19,549 in Healthcare & Social Assistance (20,060 peers)

Coverage in Illinois

The University of Chicago Medical Center Supplemental Annuity Retirement Plan covers 3,665 participants in Illinois, 4.7x the typical Illinois plan (state average ~779 per filing). Assets: $345M.

#19,549
in Healthcare & Social Assistance (20,060 peers)
-8.6%
assets change YoY
3.5×
vs typical plan assets (national mean)

The plan reported a net loss of $32M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The University of Chicago Medical Center Supplemental Annuity Retirement Plan's outsized position by total assets

The University of Chicago Medical Center Supplemental Annuity Retirement Plan vs every filed plan by assets

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

$344,650,051 Top 3% higher than 97% 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 Medical Center Supplemental Annuity 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 Medical Center Supplemental Annuity Retirement Plan lands in the large band (3,665 participants).

Plan-year Form 5500 strip

Filing strip 363488183 · The University of Chicago Medical Center PY 2022 · Other

The University of Chicago Medical Center Supplemental Annuity Retirement Plan · $345M · 3,665 · 97th

  • PART $345M
  • TYPE 3,665
  • NET 97th
  • BOOK Other
  • VS-ST near Phoebe Putney Health System 403(b) Deferred Savings Plan
  • BOY ind #19549

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 Healthcare & Social Assistance retirement plans → · Plans in Illinois →

The University of Chicago Medical Center Supplemental Annuity Retirement Plan in the asset neighbourhood

Union College Retirement Plan$346MPhoebe Putney Health System 403(b) Deferred Savings PlanPhoebe Putney Health System …$345MThe University of Chicago Medical Center Supplemental Annuity Retirement PlanThe University of Chicago Me…$345MSanta Clara University Tax-Deferred Annunity PlanSanta Clara University Tax-D…$343MStamford Health System Defined Contribution Retirement PlanStamford Health System Defin…$343M
End-of-year total assets ($M) among The University of Chicago Medical Center Supplemental Annuity Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$377M
Net Assets (End of Year)$345M
Net Income-$32M
Employer EIN363488183
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The University of Chicago Medical Center)

Sponsor-wide plan assets over time

All The University of Chicago Medical Center plans reported in each filing year

Latest sponsor-wide plan assets
$1.5B 38.56553973564949% vs 2022
2024 filing year
$1B$1.2B$1.4B$1.6B 202220232024 $1.12B $1.55B ▲ +38.4%
Year Plans Participants Total Assets
2022 3 11,099 $1.1B
2023 3 19,983 $1.4B
2024 3 21,769 $1.5B

Nearby Other Plans in Illinois

Peer Other plans, same state, same plan type, ranked by total assets.

The University of Chicago Medical Center Supplemental Annuity Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 02468 Total assets ($B) Participants The University of Chicago Medical Center Supplemental Annuity Retirement Plan, Total assets ($B): 0.344650051 · Participants: 3665The University of Chicago Medical Center Supplemental Annuity 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 PlanThe University of Chicago Contributory Retirement Plan, Total assets ($B): 3.053434537 · Participants: 4552The University of Chicago Contributory Retirement PlanNorthshore University Healthsystem Tax Deferred Annuity Plan, Total assets ($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 Plan
The University of Chicago Medical Center Supplemental Annuity Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants

The University of Chicago Medical Center Supplemental Annuity Retirement Plan's out-of-state Other peers by assets and headcount

Outside Illinois, the nearest Other by assets is Phoebe Putney Health System 403(b) Deferred Savings Plan in GA ($345M); by covered participants it is Lowell General Hospital Corp. Inc. 403(b) Retirement (Formerly Lgh Fidelity 403(b) Retirement Savings Plan in MA (3,653 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,665 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 Medical Center Supplemental Annuity Retirement Plan assets move in 2022? ▼
The University of Chicago Medical Center Supplemental Annuity Retirement Plan pulled back noticeably - down 8.6% during 2022, from $377M to $345M. Reported net income was -$32M.
How have The University of Chicago Medical Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The University of Chicago Medical Center's sponsor-wide assets grew 38.6%, from $1.1B to $1.5B.
Where does The University of Chicago Medical Center Supplemental Annuity Retirement Plan rank by assets among Form 5500 filers? ▼
The University of Chicago Medical Center Supplemental Annuity Retirement Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to The University of Chicago Medical Center Supplemental Annuity Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Phoebe Putney Health System 403(b) Deferred Savings Plan in GA ($345M, 4,121 participants).
Which Other plans cover a similar participant headcount to The University of Chicago Medical Center Supplemental Annuity Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Lowell General Hospital Corp. Inc. 403(b) Retirement (Formerly Lgh Fidelity 403(b) Retirement Savings Plan in MA (3,653 participants, $207M in assets).