401(k)
2023 plan-year 401(k) DOL Form 5500

Chicago Mercantile Exchange, Inc. 401(k) Savings Plan

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Chicago Mercantile Exchange, Inc. ยท Illinois ยท Finance & Insurance

What the 2023 filing shows

Chicago Mercantile Exchange, Inc. 401(k) Savings Plan holds $932M for 2,282 participants - about $408,556 per participant, up 17.9% over the 2023 plan year.

$932M
total plan assets (2023 EOY)
2,282
covered participants
$408,556
avg assets per participant
+17.9%
assets growth YoY
Total Assets (2023)
$932M
Participants
2,282
State
Industry
Finance & Insurance

What the Filing Says About Chicago Mercantile Exchange, Inc. 401(k) Savings Plan

Chicago Mercantile Exchange, Inc. 401(k) Savings Plan is a 401(k) retirement plan sponsored by Chicago Mercantile Exchange, Inc., headquartered in Illinois. As of the 2023 Form 5500 filing, the plan reports $932M in total end-of-year assets and covers 2,282 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 364340266, and the plan has been effective since 1983-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $791M at the beginning of 2023 to $932M at year-end โ€” a gain of 17.9%. Net assets (after liabilities) closed the year at $932M, with reported net income of $142M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$791M
Total Assets (End of Year)$932M
Net Assets (End of Year)$932M
Net Income$142M
Plan Type401(k)
Employer EIN364340266
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Chicago Mercantile Exchange, Inc.)

Year Plans Participants Total Assets
2022 2 4,527 $1.1B
2023 2 4,392 $1.3B
2024 2 4,261 $1.4B

Nearby 401(k) Plans in Illinois

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Frequently Asked Questions

How much money is in the Chicago Mercantile Exchange, Inc. 401(k) Savings Plan?
As of the 2023 Form 5500 filing, Chicago Mercantile Exchange, Inc. 401(k) Savings Plan holds $932M in total assets with 2,282 participants. It is sponsored by Chicago Mercantile Exchange, Inc..
What type of plan is Chicago Mercantile Exchange, Inc. 401(k) Savings Plan?
Chicago Mercantile Exchange, Inc. 401(k) Savings Plan is a 401(k) plan. It has been effective since 1983-01-01. The plan is filed with the U.S. Department of Labor under EIN 364340266.
Who sponsors the Chicago Mercantile Exchange, Inc. 401(k) Savings Plan?
Chicago Mercantile Exchange, Inc. 401(k) Savings Plan is sponsored by Chicago Mercantile Exchange, Inc., located in Illinois. The sponsor's EIN is 364340266 and the plan operates in the Finance & Insurance industry.
How did Chicago Mercantile Exchange, Inc. 401(k) Savings Plan perform in 2023?
Chicago Mercantile Exchange, Inc. 401(k) Savings Plan grew by 17.9% during 2023, moving from $791M to $932M in total assets. Net income was $142M.
Where can I find official filings for Chicago Mercantile Exchange, Inc. 401(k) Savings Plan?
Official Form 5500 filings for Chicago Mercantile Exchange, Inc. 401(k) Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 364340266 or plan name at efast.dol.gov.
How does Chicago Mercantile Exchange, Inc. 401(k) Savings Plan compare to other plans?
You can compare Chicago Mercantile Exchange, Inc. 401(k) Savings Plan against other 401(k) plans on the plan type page, or view plans in Illinois on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) โ€” original filing retrieval by EIN 364340266.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.