401(k) · DOL Form 5500 · 2022

Chicago Historical Society 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
96
Participants Small participant base
55th
Percentile by assets National rank
$63,464
Avg per participant Low balance/head
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Official DOL plan name: Chicago Historical Society Defined Contribution Pension Plan · Sponsored by Chicago Historical Society · Illinois · Arts, Entertainment & Recreation

$6M in assets, 96 participants

Chicago Historical Society's Chicago Historical Society Defined Contribution Pension Plan reported $6M in total assets and 96 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.

  • #2,171 in Arts, Entertainment & Recreation (3,077 peers)

2022 asset change

Chicago Historical Society Defined Contribution Pension Plan declined sharply 15.6% in 2022 ($7M → $6M) for 96 participants.

#2,171
in Arts, Entertainment & Recreation (3,077 peers)
-15.6%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Chicago Historical Society Defined Contribution Pension Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Chicago Historical Society Defined Contribution Pension Plan vs every filed plan by assets

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

$6,092,540 Top 45% higher than 55% 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

Chicago Historical Society Defined Contribution Pension Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Chicago Historical Society Defined Contribution Pension Plan is a small filing (96 participants) on this national headcount ladder.

DOL schedule card

Filing strip 362167004 · Chicago Historical Society PY 2022 · 401(k)

Chicago Historical Society Defined Contribution Pension Plan · $6M · 96 · 55th

  • EIN $6M
  • RANK 96
  • PHOTO 55th
  • IND 401(k)
  • EOY near Broad River Rehabilitation 401(k) Plan
  • 5500 ind #2171

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 Arts, Entertainment & Recreation retirement plans → · Plans in Illinois →

Chicago Historical Society Defined Contribution Pension Plan in the asset neighbourhood

Chicago Historical Society Defined Contribution Pension PlanChicago Historical Society D…$6MBroad River Rehabilitation 401(k) PlanBroad River Rehabilitation 4…$6MThe Better Business Bureau, Inc. 401(k) Savings PlanThe Better Business Bureau, …$6MWheat's Lawn & Custom Landscaping, Inc. 401(k) PlanWheat's Lawn & Custom Landsc…$6MBloom Advisors Employee 401(k) PlanBloom Advisors Employee 401(…$6M
End-of-year total assets ($M) among Chicago Historical Society Defined Contribution Pension Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Chicago Historical Society years around the 2022 move

Sponsor-wide plan assets over time

All Chicago Historical Society plans reported in each filing year

Latest sponsor-wide plan assets
$6M 6.19395194779189% vs 2022
2024 filing year
$6M$6.2M$6.4M$6.6M 202220232024 $6.09M $6.47M ▲ +6.2%
Year Plans Participants Total Assets
2022 1 96 $6M
2023 1 119 $6M
2024 1 106 $6M

2022 asset-move particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$1M
Employer EIN362167004
Plan Effective Date1990-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Chicago Historical Society Defined Contribution Pension Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Chicago Historical Society Defined Contribution Pension Plan, Total assets ($B): 0.00609254 · Participants: 96Chicago Historical Society Defined Contribution Pension PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Chicago Historical Society Defined Contribution Pension Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Chicago Historical Society Defined Contribution Pension Plan side-by-side with 3 peers →

Chicago Historical Society Defined Contribution Pension Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Broad River Rehabilitation 401(k) Plan in NC ($6M); by covered participants it is Carolina Hearts Home Care 401(k) P/S Plan in NC (96 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (96 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 Chicago Historical Society Defined Contribution Pension Plan assets move in 2022? ▼
Chicago Historical Society Defined Contribution Pension Plan declined sharply - down 15.6% during 2022, from $7M to $6M. Reported net income was -$1M.
How have Chicago Historical Society plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chicago Historical Society's sponsor-wide assets grew 6.2%, from $6M to $6M.
Which 401(k) plans are similar in size to Chicago Historical Society Defined Contribution Pension Plan? ▼
Among 401(k) plans in other states, the closest by assets is Broad River Rehabilitation 401(k) Plan in NC ($6M, 947 participants).
Which 401(k) plans cover a similar participant headcount to Chicago Historical Society Defined Contribution Pension Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carolina Hearts Home Care 401(k) P/S Plan in NC (96 participants, $46K 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 362167004.

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.