Other · DOL Form 5500 · 2023
The Barack Obama Foundation Retirement Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 222
- Participants Below avg headcount
- 69th
- Percentile by assets National rank
- $74,429
- Avg per participant Below avg balance/head
Official DOL plan name: The Barack Obama Foundation 403(b) Plan · Sponsored by The Barack Obama Foundation · Illinois · Arts, Entertainment & Recreation
$17M in assets, 222 participants
The Barack Obama Foundation's The Barack Obama Foundation 403(b) Plan reported $17M in total assets and 222 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.
- #2,394 in Arts, Entertainment & Recreation (2,945 peers)
Coverage in Illinois
The Barack Obama Foundation 403(b) Plan covers 222 participants in Illinois, about 28% of the average Illinois filer (state average ~779 per filing). Assets: $17M.
- #2,394
- in Arts, Entertainment & Recreation (2,945 peers)
- +54.4%
- assets growth YoY
The Barack Obama Foundation 403(b) Plan's outsized position by total assets
The Barack Obama Foundation 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$16,523,129 Top 31% higher than 69% 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
The Barack Obama Foundation 403(b) 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. The Barack Obama Foundation 403(b) Plan sits mid-pack in the medium band (222 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Barack Obama Foundation 403(b) Plan reported net income rose from $878K in the plan year 2022 filing to $6M in the plan year 2023 filing.
- The Barack Obama Foundation 403(b) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- The Barack Obama Foundation 403(b) Plan reported participants rose from 150 in the plan year 2022 filing to 222 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 464950751 · The Barack Obama Foundation PY 2023 · Other
The Barack Obama Foundation 403(b) Plan · $17M · 222 · 69th
- EBSA $17M
- EBSA 222
- EBSA 69th
- EBSA Other
- EBSA near Abilityfirst Defined Contribution Plan
- EBSA ind #2394
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 →
The Barack Obama Foundation 403(b) Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $6M |
| Employer EIN | 464950751 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Barack Obama Foundation)
Sponsor-wide plan assets over time
All The Barack Obama Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 113.45811336583638% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 150 | $11M |
| 2023 | 1 | 222 | $17M |
| 2024 | 1 | 276 | $23M |
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
The Barack Obama Foundation 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Abilityfirst Defined Contribution Plan in CA ($17M); by covered participants it is Westmoreland Casemanagement and Supports, Inc. Employee's Pension Plan in PA (222 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Abilityfirst Defined Contribution Plan (CA) $17M · 282
- American Council for an Energy Efficient Economy 403(b) Plan (DC) $17M · 73
- The Metropolitan Museum of Art 401(a) Special Retirement Plan for Select Non-Union Employees (NY) $17M · N/A
- 403(b) Thrift Plan of Vista Del Mar Child and Family Services (CA) $17M · 713
Similar participant headcount
Nearest other-state filings by covered participants (222 participants); asset peers above are excluded.
- Westmoreland Casemanagement and Supports, Inc. Employee's Pension Plan (PA) 222 · 0 off
- Planned Parenthood League of Massachusetts 403(b) Plan (MA) 222 · 0 off
- Green Hills Retirement Savings Plan (OH) 222 · 0 off
- Industries for the Blind and Visually Impaired, Inc. Retirement Savings Plan (WI) 222 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.