Other · DOL Form 5500 · 2023

The University of Chicago Medical Center Retirement Plan

Data updated 2026-08-25

$653M
Total assets Above avg plan size
7,431
Participants Very large workforce
98th
Percentile by assets National rank
$87,863
Avg per participant Below avg balance/head
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Official DOL plan name: The University of Chicago Medical Center Retirement Income Plan for Employees · Sponsored by The University of Chicago Medical Center · Illinois · Healthcare & Social Assistance

$653M in assets, 7,431 participants

The University of Chicago Medical Center's The University of Chicago Medical Center Retirement Income Plan for Employees reported $653M in total assets and 7,431 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #17,344 in Healthcare & Social Assistance (17,684 peers)

Coverage in Illinois

The University of Chicago Medical Center Retirement Income Plan for Employees covers 7,431 participants in Illinois, 9.5x the typical Illinois plan (state average ~779 per filing). Assets: $653M.

#17,344
in Healthcare & Social Assistance (17,684 peers)
+19.5%
assets growth YoY
6.6×
vs typical plan assets (national mean)

The University of Chicago Medical Center Retirement Income Plan for Employees's outsized position by total assets

The University of Chicago Medical Center Retirement Income Plan for Employees vs every filed plan by assets

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

$652,908,224 Top 2% higher than 98% 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

The University of Chicago Medical Center Retirement Income Plan for Employees'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 Medical Center Retirement Income Plan for Employees lands in the large band (7,431 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The University of Chicago Medical Center Retirement Income Plan for Employees reported net income rose from -$48M in the plan year 2022 filing to $107M in the plan year 2023 filing.
  • The University of Chicago Medical Center Retirement Income Plan for Employees reported participants rose from 5,988 in the plan year 2022 filing to 7,431 in the plan year 2023 filing.
  • The University of Chicago Medical Center Retirement Income Plan for Employees end-of-year assets rose from $546M in the plan year 2022 filing to $653M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 363488183 · The University of Chicago Medical Center PY 2023 · Other

The University of Chicago Medical Center Retirement Income Plan for Employees · $653M · 7,431 · 98th

  • RANK $653M
  • PHOTO 7,431
  • IND 98th
  • EOY Other
  • 5500 near Williams College Retirement Income Plan
  • ASSETS ind #17344

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 Healthcare & Social Assistance retirement plans → · Plans in Illinois →

The University of Chicago Medical Center Retirement Income Plan for Employees in the asset neighbourhood

Sharp Healthcare 403(b) Tax Deferred Retirement PlanSharp Healthcare 403(b) Tax …$657MSt. Luke's Health Network 403(b) PlanSt. Luke's Health Network 40…$656MSouth Shore Hospital Retirement Savings PlanSouth Shore Hospital Retirem…$655MThe University of Chicago Medical Center Retirement Income Plan for EmployeesThe University of Chicago Me…$653MWilliams College Retirement Income PlanWilliams College Retirement …$651M
End-of-year total assets ($M) among The University of Chicago Medical Center Retirement Income Plan for Employees and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$546M
Net Assets (End of Year)$653M
Net Income$107M
Employer EIN363488183
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The University of Chicago Medical Center)

Sponsor-wide plan assets over time

All The University of Chicago Medical Center plans reported in each filing year

Latest sponsor-wide plan assets
$1.5B 38.56553973564949% vs 2022
2024 filing year
$1B$1.2B$1.4B$1.6B 202220232024 $1.12B $1.55B ▲ +38.4%
Year Plans Participants Total Assets
2022 3 11,099 $1.1B
2023 3 19,983 $1.4B
2024 3 21,769 $1.5B

Nearby Other Plans in Illinois

Peer Other plans, same state, same plan type, ranked by total assets.

The University of Chicago Medical Center Retirement Income Plan for Employees vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. 050001000015000 012345 Total assets ($B) Participants The University of Chicago Medical Center Retirement Income Plan for Employees, Total assets ($B): 0.652908224 · Participants: 7431The University of Chicago Medical Center Retirement Income Plan for EmployeesNorthwestern University Retirement Plan, Total assets ($B): 4.022176874 · Participants: 9440Northwestern University Retirement PlanThe University of Chicago Contributory Retirement Plan, Total assets ($B): 3.494522229 · Participants: 4796The University of Chicago Contributory Retirement PlanEndeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees, Total assets ($B): 2.005336202 · Participants: 13705Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem EmployeesThe University of Chicago Supplemental Retirement Plan, Total assets ($B): 1.734364044 · Participants: 8254The University of Chicago Supplemental Retirement PlanArgonne National Laboratory 403(b) Employee Retirement Plan, Total assets ($B): 1.577078821 · Participants: 3798Argonne National Laboratory 403(b) Employee Retirement Plan
The University of Chicago Medical Center Retirement Income Plan for Employees vs. nearby Other plans in Illinois, assets vs. participants
Compare The University of Chicago Medical Center Retirement Income Plan for Employees side-by-side with 3 peers →

Scale composition for The University of Chicago Medical Center Retirement Income Plan for Employees

The University of Chicago Medical Center Retirement Income Plan for Employees reports $653M in end-of-year assets across 7,431 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $87,863 per participant (64% of the national average assets-per-participant) . Net income for plan year 2023 was $107M.

This plan identity (EIN 363488183, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $546M to $739M (+35.3%) while covered participants moved from 5,988 to 8,469 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 5,988 $546M Open filing
2023 7,431 $653M This page
2024 · index core 8,469 $739M Open filing

The same sponsor also keeps 3 other index-core plans on PlainRetire:

The University of Chicago Medical Center Retirement Income Plan for Employees's out-of-state Other peers by assets and headcount

Outside Illinois, the nearest Other by assets is Williams College Retirement Income Plan in MA ($651M); by covered participants it is Inspira Health Network 403(b) Savings Plan in NJ (7,456 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($653M here).

Similar participant headcount

Nearest other-state filings by covered participants (7,431 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 The University of Chicago Medical Center Retirement Income Plan for Employees assets move in 2023? ▼
The University of Chicago Medical Center Retirement Income Plan for Employees grew sharply - up 19.5% during 2023, from $546M to $653M. Reported net income was $107M.
How have The University of Chicago Medical Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The University of Chicago Medical Center's sponsor-wide assets grew 38.6%, from $1.1B to $1.5B.
Where does The University of Chicago Medical Center Retirement Income Plan for Employees rank by assets among Form 5500 filers? ▼
The University of Chicago Medical Center Retirement Income Plan for Employees ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to The University of Chicago Medical Center Retirement Income Plan for Employees? ▼
Among Other plans in other states, the closest by assets is Williams College Retirement Income Plan in MA ($651M, 1,444 participants).
Which Other plans cover a similar participant headcount to The University of Chicago Medical Center Retirement Income Plan for Employees? ▼
Among Other plans in other states, the closest by covered participants is Inspira Health Network 403(b) Savings Plan in NJ (7,456 participants, $560M 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 363488183.

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.