Other · DOL Form 5500 · 2023
The University of Chicago Retirement Plan
Data updated 2026-08-11
- $3.5B
- Total assets
- 4,796
- Participants
- 100th
- Percentile by assets
- $728,633
- Avg per participant
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.
- 100th percentile by assets (of 127,072 plans)
- #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.
- $3.5B
- total plan assets (2023 EOY)
- 4,796
- covered participants
- 100th
- percentile by assets (of 127,072 plans)
- $728,633
- avg assets per participant
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.
Participants vs Illinois filers
In Illinois, the average filing covers about 779 participants across 5,745 plans. The University of Chicago Contributory Retirement Plan reports 4,796 participants - 6.2x that state average ($3.5B EOY assets).
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)
| 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.
The University of Chicago Contributory Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to The University of Chicago Contributory Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did The University of Chicago Contributory Retirement Plan assets move in 2023? ▼
How have The University of Chicago plan assets changed over time? ▼
Where does The University of Chicago Contributory Retirement Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on The University of Chicago Contributory Retirement Plan's numbers.
- By total assets, The University of Chicago Contributory Retirement Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Illinois. Compare plans
- The University of Chicago's sponsor-wide assets have grown 25.2% since 2022 across 3 plan years on file. More Educational Services plans