Other · DOL Form 5500 · 2023
The University of Chicago Retirement Plan
Data updated 2026-08-25
- $3.5B
- Total assets Very large vs avg
- 4,796
- Participants Above avg headcount
- 100th
- Percentile by assets National rank
- $728,633
- Avg per participant High balance/head
Official DOL plan name: The University of Chicago Contributory Retirement Plan · Sponsored by The University of Chicago · Illinois · Educational Services
$3.5B in assets, 4,796 participants
The University of Chicago's The University of Chicago Contributory Retirement Plan reported $3.5B in total assets and 4,796 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.
- #3,715 in Educational Services (3,735 peers)
Coverage in Illinois
The University of Chicago Contributory Retirement Plan covers 4,796 participants in Illinois, 6.2x the typical Illinois plan (state average ~779 per filing). Assets: $3.5B.
- #3,715
- in Educational Services (3,735 peers)
- +14.4%
- assets growth YoY
- 35×
- vs typical plan assets (national mean)
The University of Chicago Contributory Retirement Plan's outsized position by total assets
The University of Chicago Contributory Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,494,522,229 Highest reported value at or above every one 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 University of Chicago Contributory 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. The University of Chicago Contributory Retirement Plan lands in the large band (4,796 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The University of Chicago Contributory Retirement Plan reported net income rose from -$454M in the plan year 2022 filing to $441M in the plan year 2023 filing.
- The University of Chicago Contributory Retirement Plan end-of-year assets rose from $3.1B in the plan year 2022 filing to $3.5B in the plan year 2023 filing.
- The University of Chicago Contributory Retirement Plan reported participants rose from 4,552 in the plan year 2022 filing to 4,796 in the plan year 2023 filing.
DOL schedule card
Filing strip 362177139 · The University of Chicago PY 2023 · Other
The University of Chicago Contributory Retirement Plan · $3.5B · 4,796 · 100th
- BOY $3.5B
- BOY 4,796
- BOY 100th
- BOY Other
- BOY near Sentara 403(b) Savings Plan
- BOY ind #3715
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 →
The University of Chicago Contributory Retirement Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $3.1B |
|---|---|
| Net Assets (End of Year) | $3.5B |
| Net Income | $441M |
| Employer EIN | 362177139 |
| Plan Effective Date | 1922-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The University of Chicago)
Sponsor-wide plan assets over time
All The University of Chicago plans reported in each filing year
- Latest sponsor-wide plan assets
- $7.4B 25.24666157804613% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 26,785 | $5.9B |
| 2023 | 4 | 27,398 | $6.7B |
| 2024 | 4 | 28,567 | $7.4B |
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
- 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
- Rush University Medical Center 403(b) Retirement Savings Plan $1.5B · 12,975
The University of Chicago Contributory Retirement Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Sentara 403(b) Savings Plan in VA ($3.3B); by covered participants it is Arkansas Children's Retirement Plan in AR (4,803 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3.5B here).
- Sentara 403(b) Savings Plan (VA) $3.3B · 25,806
- Harvard University Tax Deferred Annuity Plan (MA) $3.8B · 21,064
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan (NC) $3.2B · 18,961
- Montefiore Medical Center 403(b) Plan (NY) $3.9B · 16,736
Similar participant headcount
Nearest other-state filings by covered participants (4,796 participants); asset peers above are excluded.
- Arkansas Children's Retirement Plan (AR) 4,803 · 7 off
- Saint Louis University 403(b) Annuity Plan (MO) 4,784 · 12 off
- Au Health System, Inc. 403(b) Retirement Savings Plan (GA) 4,820 · 24 off
- Cape Cod Healthcare 403(b) Partnership Plan (MA) 4,756 · 40 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.