401(k) · DOL Form 5500 · 2023

Cboe Global Markets, Inc. 401(k) Plan

Data updated 2026-08-11

$431M
Total assets
1,030
Participants
97th
Percentile by assets
$418,382
Avg per participant
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Official DOL plan name: Cboe Global Markets Smart Plan · Sponsored by Cboe Global Markets, Inc. · Illinois · Finance & Insurance

$431M in assets, 1,030 participants

Cboe Global Markets, Inc.'s Cboe Global Markets Smart Plan reported $431M in total assets and 1,030 participants in its 2023 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.

  • 97th percentile by assets (of 127,072 plans)
  • #8,427 in Finance & Insurance (8,869 peers)

Where Cboe Global Markets Smart Plan sits by assets

Cboe Global Markets Smart Plan sits in the top 5% of all filed plans by assets, $431M for 1,030 participants (~$418,382/participant), up 26.8% in 2023.

$431M
total plan assets (2023 EOY)
1,030
covered participants
97th
percentile by assets (of 127,072 plans)
$418,382
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cboe Global Markets Smart Plan reported net income rose from -$90M in the plan year 2022 filing to $91M in the plan year 2023 filing.
  • Cboe Global Markets Smart Plan end-of-year assets rose from $340M in the plan year 2022 filing to $431M in the plan year 2023 filing.
  • Cboe Global Markets Smart Plan reported participants rose from 827 in the plan year 2022 filing to 1,030 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Cboe Global Markets Smart Plan vs the 2023 asset distribution

By assets, Cboe Global Markets Smart Plan outranks 97% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 4.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$340M
Net Assets (End of Year)$431M
Net Income$91M
Employer EIN205446972
Plan Effective Date1986-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cboe Global Markets, Inc.)

$300M$350M$400M$450M 20222023 $340M $431M ▲ +26.8%
Total plan assets by year, all Cboe Global Markets, Inc. plans on file
Year Plans Participants Total Assets
2022 1 827 $340M
2023 1 1,030 $431M

Nearby 401(k) Plans in Illinois

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

Cboe Global Markets Smart Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Cboe Global Markets Smart Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Cboe Global Markets …Accenture United Sta…State Farm 401(k) Sa…Abbott Laboratories …United Airlines Pilo…Walgreens Retirement…
Cboe Global Markets Smart Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Cboe Global Markets Smart Plan by total assets, not by location.

Frequently Asked Questions

How did Cboe Global Markets Smart Plan assets move in 2023?
Cboe Global Markets Smart Plan grew sharply - up 26.8% during 2023, from $340M to $431M. Reported net income was $91M.
How have Cboe Global Markets, Inc. plan assets changed over time?
Across 2 plan years on file (2022-2023), Cboe Global Markets, Inc.'s sponsor-wide assets grew 26.8%, from $340M to $431M.
Where does Cboe Global Markets Smart Plan rank by assets among Form 5500 filers?
Cboe Global Markets Smart Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Cboe Global Markets Smart Plan?
Among 401(k) plans in other states, the closest by assets is Wakefern Food Corporation 401(k) Savings Plan in NJ ($431M, 1,834 participants).

Next read for Cboe Global Markets Smart Plan

Scale reading

Ways to act on Cboe Global Markets Smart Plan's numbers.