Defined Benefit (Pension) · DOL Form 5500 · 2023
Loyola University of Chicago Attn Benefits Department Pension Plan
Data updated 2026-08-25
- $158M
- Total assets Near avg plan size
- 989
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $159,761
- Avg per participant Above avg balance/head
Official DOL plan name: Loyola University Employees' Retirement Plan · Sponsored by Loyola University of Chicago Attn Benefits Department · Illinois · Educational Services
$158M in assets, 989 participants
Loyola University of Chicago Attn Benefits Department's Loyola University Employees' Retirement Plan reported $158M in total assets and 989 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #3,334 in Educational Services (3,735 peers)
Where Loyola University Employees' Retirement Plan sits by assets
Loyola University Employees' Retirement Plan sits in the top 10% of all filed plans by assets, $158M for 989 participants (~$159,761/participant), up 2.3% in 2023.
- #3,334
- in Educational Services (3,735 peers)
- +2.3%
- assets growth YoY
- 1.6×
- vs typical plan assets (national mean)
Loyola University Employees' Retirement Plan's outsized position by total assets
Loyola University Employees' Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$158,003,350 Top 6% higher than 94% 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
Loyola University Employees' 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. Loyola University Employees' Retirement Plan sits mid-pack in the medium band (989 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Loyola University Employees' Retirement Plan reported net income rose from -$54M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Loyola University Employees' Retirement Plan reported participants fell from 1,099 in the plan year 2022 filing to 989 in the plan year 2023 filing.
- Loyola University Employees' Retirement Plan end-of-year assets rose from $154M in the plan year 2022 filing to $158M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 361408475 · Loyola University of Chicago Attn Benefits Department PY 2023 · Defined Benefit (Pension)
Loyola University Employees' Retirement Plan · $158M · 989 · 94th
- PART $158M
- PART 989
- PART 94th
- PART Defined Benefit (Pension)
- PART near Iron Workers Local 17 Pension Fund
- PART ind #3334
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 Illinois →
Loyola University Employees' Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $154M |
|---|---|
| Net Assets (End of Year) | $158M |
| Net Income | $4M |
| Employer EIN | 361408475 |
| Plan Effective Date | 1949-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Loyola University of Chicago Attn Benefits Department)
Sponsor-wide plan assets over time
All Loyola University of Chicago Attn Benefits Department plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.4B 20.191790731328716% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,843 | $1.2B |
| 2023 | 2 | 3,764 | $1.3B |
| 2024 | 2 | 3,801 | $1.4B |
Nearby Defined Benefit (Pension) Plans in Illinois
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central States, Southeast & Southwest Areas Pension Plan $49.7B · 48,538
- State Farm Insurance Companies Retirement Plan for United States Employees $35.2B · 45,001
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.0B · 20,680
- John Deere Pension Plan for Salaried Employees $8.0B · 16,346
- Abbott Laboratories Annuity Retirement Plan $7.8B · 17,382
Loyola University Employees' Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is Iron Workers Local 17 Pension Fund in MI ($158M); by covered participants it is Nissan Employee Retirement Plan B in TN (990 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($158M here).
- Iron Workers Local 17 Pension Fund (MI) $158M · 700
- Ball Corporation Consolidated Hourly Pension Plan (CO) $158M · 3,327
- Snap-on Incorporated Retirement Plan for Hourly Employees (WI) $158M · 776
- American Commercial Barge Line LLC Pension Plan (IN) $158M · 259
Similar participant headcount
Nearest other-state filings by covered participants (989 participants); asset peers above are excluded.
- Nissan Employee Retirement Plan B (TN) 990 · 1 off
- The Sherwin-Williams Company Employees' Pension Plan (OH) 990 · 1 off
- Metro Ila Pension Fund (NJ) 990 · 1 off
- Pierce Manufacturing Inc. Pension Plan (WI) 991 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.