401(k) · DOL Form 5500 · 2023
Chicago Baseball Holdings, LLC 401(k) Plan
Data updated 2026-08-25
- $99M
- Total assets Below avg plan size
- 492
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $200,620
- Avg per participant Above avg balance/head
Official DOL plan name: Chicago Cubs Associates Retirement Plan · Sponsored by Chicago Baseball Holdings, LLC · Illinois · Arts, Entertainment & Recreation
$99M in assets, 492 participants
Chicago Baseball Holdings, LLC's Chicago Cubs Associates Retirement Plan reported $99M in total assets and 492 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.
- #2,822 in Arts, Entertainment & Recreation (2,945 peers)
Where Chicago Cubs Associates Retirement Plan sits by assets
Chicago Cubs Associates Retirement Plan sits in the top 10% of all filed plans by assets, $99M for 492 participants (~$200,620/participant), up 25.5% in 2023.
- #2,822
- in Arts, Entertainment & Recreation (2,945 peers)
- +25.5%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Chicago Cubs Associates Retirement Plan's outsized position by total assets
Chicago Cubs Associates Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$98,705,148 Top 9% higher than 91% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Chicago Cubs Associates Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Chicago Cubs Associates Retirement Plan sits mid-pack in the medium band (492 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Chicago Cubs Associates Retirement Plan reported net income rose from -$12M in the plan year 2022 filing to $20M in the plan year 2023 filing.
- Chicago Cubs Associates Retirement Plan end-of-year assets rose from $79M in the plan year 2022 filing to $99M in the plan year 2023 filing.
- Chicago Cubs Associates Retirement Plan reported participants rose from 403 in the plan year 2022 filing to 492 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 270508718 · Chicago Baseball Holdings, LLC PY 2023 · 401(k)
Chicago Cubs Associates Retirement Plan · $99M · 492 · 91st
- RANK $99M
- PHOTO 492
- IND 91st
- EOY 401(k)
- 5500 near Copt Defense Properties, LP Employee Retirement Savings Plan
- ASSETS ind #2822
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 Cubs Associates Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $79M |
|---|---|
| Net Assets (End of Year) | $99M |
| Net Income | $20M |
| Employer EIN | 270508718 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Chicago Baseball Holdings, LLC)
Sponsor-wide plan assets over time
All Chicago Baseball Holdings, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $118M 49.55512026736066% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 403 | $79M |
| 2023 | 1 | 492 | $99M |
| 2024 | 1 | 552 | $118M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
Chicago Cubs Associates Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Copt Defense Properties, LP Employee Retirement Savings Plan in MD ($99M); by covered participants it is Genisys Credit Union 401(k) Plan in MI (492 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($99M here).
- Copt Defense Properties, LP Employee Retirement Savings Plan (MD) $99M · 392
- Rs Americas, Inc. 401(k) (TX) $99M · 1,085
- Saker Shoprites, Inc. 401(k) Plan (NJ) $99M · 716
- Pixelle Specialty Solutions 401(k) Savings Plan (PA) $99M · 792
Similar participant headcount
Nearest other-state filings by covered participants (492 participants); asset peers above are excluded.
- Genisys Credit Union 401(k) Plan (MI) 492 · 0 off
- Etna Shared Services 401(k) & Profit Sharing Plan (MI) 492 · 0 off
- Indian Summer Co-Op, Inc. 401(k) Profit Sharing Plan & Trust (MI) 492 · 0 off
- Trevipay 401(k) Plan (KS) 492 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.