Defined Benefit (Pension) · DOL Form 5500 · 2022

University of Notre Dame Du Lac Pension Plan

Data updated 2026-08-25

$194M
Total assets Near avg plan size
1,471
Participants Near avg headcount
96th
Percentile by assets National rank
$131,819
Avg per participant Near avg balance/head
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Official DOL plan name: University of Notre Dame Employees' Pension Plan · Sponsored by University of Notre Dame Du Lac · Indiana · Educational Services

$194M in assets, 1,471 participants

University of Notre Dame Du Lac's University of Notre Dame Employees' Pension Plan reported $194M in total assets and 1,471 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #3,718 in Educational Services (4,024 peers)

Coverage in Indiana

University of Notre Dame Employees' Pension Plan covers 1,471 participants in Indiana, 2.7x the typical Indiana plan (state average ~541 per filing). Assets: $194M.

#3,718
in Educational Services (4,024 peers)
-21.0%
assets change YoY
1.9×
vs typical plan assets (national mean)

The plan reported a net loss of $52M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

University of Notre Dame Employees' Pension Plan's outsized position by total assets

University of Notre Dame Employees' Pension Plan vs every filed plan by assets

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

$193,905,486 Top 4% higher than 96% 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

University of Notre Dame Employees' Pension 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. University of Notre Dame Employees' Pension Plan lands in the large band (1,471 participants).

Form 5500 schedule snapshot

Filing strip 350868188 · University of Notre Dame Du Lac PY 2022 · Defined Benefit (Pension)

University of Notre Dame Employees' Pension Plan · $194M · 1,471 · 96th

  • NET $194M
  • NET 1,471
  • NET 96th
  • NET Defined Benefit (Pension)
  • NET near Lester E. Cox Medical Centers Pension Plan B
  • NET ind #3718

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 Indiana →

University of Notre Dame Employees' Pension Plan in the asset neighbourhood

White & Case LLP Retirement Income PlanWhite & Case LLP Retirement …$194MPenn Mutual Retirement Plan$194MLester E. Cox Medical Centers Pension Plan BLester E. Cox Medical Center…$194MUniversity of Notre Dame Employees' Pension PlanUniversity of Notre Dame Emp…$194MAlaska United Food & Commercial Workers Pension FundAlaska United Food & Commerc…$194M
End-of-year total assets ($M) among University of Notre Dame Employees' Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Indiana filing particulars

Total Assets (Beginning of Year)$245M
Net Assets (End of Year)$191M
Net Income-$52M
Employer EIN350868188
Plan Effective Date1961-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University of Notre Dame Du Lac)

Sponsor-wide plan assets over time

All University of Notre Dame Du Lac plans reported in each filing year

Latest sponsor-wide plan assets
$2.8B 25.239498409370654% vs 2022
2024 filing year
$2.2B$2.4B$2.6B$2.8B$3B 202220232024 $2.26B $2.83B ▲ +25.2%
Year Plans Participants Total Assets
2022 2 10,692 $2.3B
2023 2 11,365 $2.6B
2024 2 12,203 $2.8B

Nearby Defined Benefit (Pension) Plans in Indiana

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

University of Notre Dame Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants Scatter plot of 6 data points. 050001000015000200002500030000 -5051015 Total assets ($B) Participants University of Notre Dame Employees' Pension Plan, Total assets ($B): 0.193905486 · Participants: 1471University of Notre Dame Employees' Pension PlanThe Lilly Retirement Plan, Total assets ($B): 11.231261789 · Participants: 16878The Lilly Retirement PlanCummins Pension Plan, Total assets ($B): 3.227971207 · Participants: 24119Cummins Pension PlanIndiana Laborers Pension Fund, Total assets ($B): 1.488495807 · Participants: 9896Indiana Laborers Pension FundElevance Health Cash Balance Plan a, Total assets ($B): 1.222287988 · Participants: 8650Elevance Health Cash Balance Plan aNisource Pension Plan, Total assets ($B): 1.05154978 · Participants: 2283Nisource Pension Plan
University of Notre Dame Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
Compare University of Notre Dame Employees' Pension Plan side-by-side with 3 peers →

University of Notre Dame Employees' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Indiana, the nearest Defined Benefit (Pension) by assets is Lester E. Cox Medical Centers Pension Plan B in MO ($194M); by covered participants it is Ims Health Incorporated Retirement Plan in CT (1,471 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($194M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,471 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 University of Notre Dame Employees' Pension Plan assets move in 2022? ▼
University of Notre Dame Employees' Pension Plan declined sharply - down 21.0% during 2022, from $245M to $194M. Reported net income was -$52M.
How have University of Notre Dame Du Lac plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University of Notre Dame Du Lac's sponsor-wide assets grew 25.2%, from $2.3B to $2.8B.
Where does University of Notre Dame Employees' Pension Plan rank by assets among Form 5500 filers? ▼
University of Notre Dame Employees' Pension Plan ranks in the 96th 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 Defined Benefit (Pension) plans are similar in size to University of Notre Dame Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Lester E. Cox Medical Centers Pension Plan B in MO ($194M, 782 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to University of Notre Dame Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ims Health Incorporated Retirement Plan in CT (1,471 participants, $414M 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 350868188.

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.