Defined Benefit (Pension) · DOL Form 5500 · 2023

University Club of Chicago Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
44
Participants Small participant base
43rd
Percentile by assets National rank
$106,220
Avg per participant Below avg balance/head
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Official DOL plan name: University Club of Chicago Cash Balance Plan · Sponsored by University Club of Chicago · Illinois · Arts, Entertainment & Recreation

$5M in assets, 44 participants

University Club of Chicago's University Club of Chicago Cash Balance Plan reported $5M in total assets and 44 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #1,877 in Arts, Entertainment & Recreation (2,945 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, University Club of Chicago Cash Balance Plan ranks #1,877 of 2,945 2023 filers by assets (594% of the sector average)-$5M for 44 participants.

#1,877
in Arts, Entertainment & Recreation (2,945 peers)
+1.8%
assets growth YoY

University Club of Chicago Cash Balance Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

University Club of Chicago Cash Balance Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$4,673,674 43rd percentile higher than 43% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

University Club of Chicago Cash Balance Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. University Club of Chicago Cash Balance Plan is a small filing (44 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • University Club of Chicago Cash Balance Plan reported net income rose from -$1M in the plan year 2022 filing to $83K in the plan year 2023 filing.
  • University Club of Chicago Cash Balance Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 361901470 · University Club of Chicago PY 2023 · Defined Benefit (Pension)

University Club of Chicago Cash Balance Plan · $5M · 44 · 43rd

  • RANK $5M
  • PHOTO 44
  • IND 43rd
  • EOY Defined Benefit (Pension)
  • 5500 near Truck-Lite Pennsylvania Non-Exempt Employees Pension Plan
  • ASSETS ind #1877

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 →

University Club of Chicago Cash Balance Plan in the asset neighbourhood

Broadway Export LLC Defined Benefit PlanBroadway Export LLC Defined …$5MOlam West Coast, Inc. Pension Plan for Hourly EmployeesOlam West Coast, Inc. Pensio…$5MUniversity Club of Chicago Cash Balance PlanUniversity Club of Chicago C…$5MTruck-Lite Pennsylvania Non-Exempt Employees Pension PlanTruck-Lite Pennsylvania Non-…$5MPension Plan for Employees of Henry & Henry, Inc.Pension Plan for Employees o…$5M
End-of-year total assets ($M) among University Club of Chicago Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$83K
Employer EIN361901470
Plan Effective Date1951-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University Club of Chicago)

Sponsor-wide plan assets over time

All University Club of Chicago plans reported in each filing year

Latest sponsor-wide plan assets
$16M 13.796827141500565% vs 2022
2024 filing year
$13M$14M$15M$16M$17M$18M 202220232024 $13.8M $15.7M ▲ +13.8%
Year Plans Participants Total Assets
2022 2 158 $14M
2023 2 171 $17M
2024 2 252 $16M

Nearby Defined Benefit (Pension) Plans in Illinois

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

University Club of Chicago Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -200204060 Total assets ($B) Participants University Club of Chicago Cash Balance Plan, Total assets ($B): 0.004673674 · Participants: 44University Club of Chicago Cash Balance PlanCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 49.680270595 · Participants: 48538Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 35.242945747 · Participants: 45001State Farm Insurance Companies Retirement Plan for United States EmployeesUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 7.965094339 · Participants: 20680United Food & Commercial Workers Intl Union - Industry Pension FundJohn Deere Pension Plan for Salaried Employees, Total assets ($B): 7.960744597 · Participants: 16346John Deere Pension Plan for Salaried EmployeesAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 7.819798504 · Participants: 17382Abbott Laboratories Annuity Retirement Plan
University Club of Chicago Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare University Club of Chicago Cash Balance Plan side-by-side with 3 peers →

University Club of Chicago Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Truck-Lite Pennsylvania Non-Exempt Employees Pension Plan in PA ($5M); by covered participants it is Mamiye Brothers Inc. Pension Plan in NY (44 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (44 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did University Club of Chicago Cash Balance Plan assets move in 2023? ▼
University Club of Chicago Cash Balance Plan edged up modestly - up 1.8% during 2023, from $5M to $5M. Reported net income was $83K.
How have University Club of Chicago plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University Club of Chicago's sponsor-wide assets grew 13.8%, from $14M to $16M.
Which Defined Benefit (Pension) plans are similar in size to University Club of Chicago Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Truck-Lite Pennsylvania Non-Exempt Employees Pension Plan in PA ($5M, 150 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to University Club of Chicago Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Mamiye Brothers Inc. Pension Plan in NY (44 participants, $12M in assets).

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) - original filing retrieval by EIN 361901470.

Read our methodology - how this data is sourced, computed, and verified.

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