Other · DOL Form 5500 · 2023
Loyola University of Chicago Attn Benefits Department Retirement Plan
Data updated 2026-08-25
- $1.1B
- Total assets Very large vs avg
- 2,775
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $405,588
- Avg per participant High balance/head
Official DOL plan name: Loyola University Chicago Defined Contribution Retirement Plan · Sponsored by Loyola University of Chicago Attn Benefits Department · Illinois · Educational Services
$1.1B in assets, 2,775 participants
Loyola University of Chicago Attn Benefits Department's Loyola University Chicago Defined Contribution Retirement Plan reported $1.1B in total assets and 2,775 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- #3,670 in Educational Services (3,735 peers)
Coverage in Illinois
Loyola University Chicago Defined Contribution Retirement Plan covers 2,775 participants in Illinois, 3.6x the typical Illinois plan (state average ~779 per filing). Assets: $1.1B.
- #3,670
- in Educational Services (3,735 peers)
- +12.7%
- assets growth YoY
- 11×
- vs typical plan assets (national mean)
Loyola University Chicago Defined Contribution Retirement Plan's outsized position by total assets
Loyola University Chicago Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,125,507,717 Top 1% higher than 99% 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 Chicago Defined Contribution Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Loyola University Chicago Defined Contribution Retirement Plan lands in the large band (2,775 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Loyola University Chicago Defined Contribution Retirement Plan reported net income rose from -$172M in the plan year 2022 filing to $127M in the plan year 2023 filing.
- Loyola University Chicago Defined Contribution Retirement Plan end-of-year assets rose from $999M in the plan year 2022 filing to $1.1B in the plan year 2023 filing.
- Loyola University Chicago Defined Contribution Retirement Plan reported participants rose from 2,744 in the plan year 2022 filing to 2,775 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 361408475 · Loyola University of Chicago Attn Benefits Department PY 2023 · Other
Loyola University Chicago Defined Contribution Retirement Plan · $1.1B · 2,775 · 99th
- PCT $1.1B
- PCT 2,775
- PCT 99th
- PCT Other
- PCT near Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan
- PCT ind #3670
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 Chicago Defined Contribution Retirement Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $999M |
|---|---|
| Net Assets (End of Year) | $1.1B |
| Net Income | $127M |
| Employer EIN | 361408475 |
| Plan Effective Date | 1970-07-01 |
| 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 Other Plans in Illinois
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwestern University Retirement Plan $4.0B · 9,440
- The University of Chicago Contributory Retirement Plan $3.5B · 4,796
- Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees $2.0B · 13,705
- The University of Chicago Supplemental Retirement Plan $1.7B · 8,254
- Argonne National Laboratory 403(b) Employee Retirement Plan $1.6B · 3,798
Loyola University Chicago Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan in MA ($1.1B); by covered participants it is The Retirementplus Retirement Plan for Employees of Mount Auburn in MA (2,781 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.1B here).
- Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan (MA) $1.1B · 1,883
- Baptist Health Thrift Plan (KY) $1.1B · 790
- St. Jude Children's Research Hospital Defined Contribution Retirement Plan (TN) $1.1B · 6,010
- Board of Electrical Workers Local #26 I.a. Individual Account Plan (MD) $1.1B · 11,479
Similar participant headcount
Nearest other-state filings by covered participants (2,775 participants); asset peers above are excluded.
- The Retirementplus Retirement Plan for Employees of Mount Auburn (MA) 2,781 · 6 off
- Bancroft Defined Contribution Retirement Plan (NJ) 2,765 · 10 off
- 403(b) Savings Plan for Children's Hospital & Research Center Oakland (CA) 2,765 · 10 off
- The 403(b) Plan for the Employees of Central Maine Healthcare (ME) 2,762 · 13 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.