Other · DOL Form 5500 · 2023
The University of Chicago Retirement Plan
Data updated 2026-08-25
- $1.7B
- Total assets Very large vs avg
- 8,254
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $210,124
- Avg per participant Above avg balance/head
Official DOL plan name: The University of Chicago Supplemental Retirement Plan · Sponsored by The University of Chicago · Illinois · Educational Services
$1.7B in assets, 8,254 participants
The University of Chicago's The University of Chicago Supplemental Retirement Plan reported $1.7B in total assets and 8,254 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- #3,692 in Educational Services (3,735 peers)
Coverage in Illinois
The University of Chicago Supplemental Retirement Plan covers 8,254 participants in Illinois, 11x the typical Illinois plan (state average ~779 per filing). Assets: $1.7B.
- #3,692
- in Educational Services (3,735 peers)
- +16.7%
- assets growth YoY
- 17×
- vs typical plan assets (national mean)
The University of Chicago Supplemental Retirement Plan's outsized position by total assets
The University of Chicago Supplemental Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,734,364,044 Top 1% higher than 99% 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 Supplemental 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 Supplemental Retirement Plan lands in the large band (8,254 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The University of Chicago Supplemental Retirement Plan reported net income rose from -$203M in the plan year 2022 filing to $248M in the plan year 2023 filing.
- The University of Chicago Supplemental Retirement Plan end-of-year assets rose from $1.5B in the plan year 2022 filing to $1.7B in the plan year 2023 filing.
- The University of Chicago Supplemental Retirement Plan reported participants rose from 7,855 in the plan year 2022 filing to 8,254 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 362177139 · The University of Chicago PY 2023 · Other
The University of Chicago Supplemental Retirement Plan · $1.7B · 8,254 · 99th
- ASSETS $1.7B
- ASSETS 8,254
- ASSETS 99th
- ASSETS Other
- ASSETS near Legacy Health 403(b) Plan
- ASSETS ind #3692
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 Supplemental Retirement Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $1.5B |
|---|---|
| Net Assets (End of Year) | $1.7B |
| Net Income | $248M |
| Employer EIN | 362177139 |
| Plan Effective Date | 1974-03-01 |
| 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
- 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
- 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
Scale composition for The University of Chicago Supplemental Retirement Plan
The University of Chicago Supplemental Retirement Plan reports $1.7B in end-of-year assets across 8,254 participants (0.014% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $210,124 per participant (1.5x the national average assets-per-participant) . Net income for plan year 2023 was $248M.
This plan identity (EIN 362177139, plan #007) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.5B to $1.9B (+29.7%) while covered participants moved from 7,855 to 8,635 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,855 | $1.5B | Open filing |
| 2023 | 8,254 | $1.7B | This page |
| 2024 · index core | 8,635 | $1.9B | Open filing |
The same sponsor also keeps 4 other index-core plans on PlainRetire:
- The University of Chicago Contributory Retirement Plan (Other, $3.8B, 5,144 participants)
- The University of Chicago Supplemental Retirement Plan (Other, $1.9B, 8,635 participants)
- The University of Chicago Retirement Income Plan (Defined Benefit (Pension), $1.3B, 9,810 participants)
- The University of Chicago Pension Plan for Staff Employees (Defined Benefit (Pension), $305M, 4,978 participants)
The University of Chicago Supplemental Retirement Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Legacy Health 403(b) Plan in OR ($1.7B); by covered participants it is Merakey 403(b) Plan in PA (8,260 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.7B here).
- Legacy Health 403(b) Plan (OR) $1.7B · 14,249
- University of Miami Retirement Savings Plan (FL) $1.7B · 12,683
- Consolidated 403(b) Plan of Hackensack Meridian Health (NJ) $1.7B · 17,739
- Children's Hospital Medical Center Employee Savings Plan (OH) $1.8B · 17,941
Similar participant headcount
Nearest other-state filings by covered participants (8,254 participants); asset peers above are excluded.
- Merakey 403(b) Plan (PA) 8,260 · 6 off
- Munson 403(b) Plan (MI) 8,262 · 8 off
- Caltech Voluntary Retirement Plan (CA) 8,281 · 27 off
- Cook Children's Health Care System Retirement Plan (TX) 8,218 · 36 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.