Defined Benefit (Pension) · DOL Form 5500 · 2023

The Options Clearing Corporation Pension Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
59
Participants Small participant base
76th
Percentile by assets National rank
$420,328
Avg per participant High balance/head
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Official DOL plan name: The Options Clearing Corporation Retirement Plan · Sponsored by The Options Clearing Corporation · Illinois · Finance & Insurance

$25M in assets, 59 participants

The Options Clearing Corporation's The Options Clearing Corporation Retirement Plan reported $25M in total assets and 59 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,680 in Finance & Insurance (8,869 peers)

Where The Options Clearing Corporation Retirement Plan sits by assets

The Options Clearing Corporation Retirement Plan sits in the top quartile of all filed plans by assets, $25M for 59 participants (~$420,328/participant), down 78.7% in 2023.

#5,680
in Finance & Insurance (8,869 peers)
-78.7%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $91M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Options Clearing Corporation Retirement Plan's outsized position by total assets

The Options Clearing Corporation Retirement Plan vs every filed plan by assets

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

$24,799,358 Top 24% higher than 76% 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 Options Clearing Corporation Retirement 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. The Options Clearing Corporation Retirement Plan is a small filing (59 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Options Clearing Corporation Retirement Plan reported net income fell from -$44M in the plan year 2022 filing to -$91M in the plan year 2023 filing.
  • The Options Clearing Corporation Retirement Plan end-of-year assets fell from $116M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • The Options Clearing Corporation Retirement Plan reported participants fell from 62 in the plan year 2022 filing to 59 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 362756407 · The Options Clearing Corporation PY 2023 · Defined Benefit (Pension)

The Options Clearing Corporation Retirement Plan · $25M · 59 · 76th

  • NET $25M
  • NET 59
  • NET 76th
  • NET Defined Benefit (Pension)
  • NET near St. Mary's Home for Disabled Children Retirement Plan
  • NET ind #5680

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 Finance & Insurance retirement plans → · Plans in Illinois →

The Options Clearing Corporation Retirement Plan in the asset neighbourhood

St. Mary's Home for Disabled Children Retirement PlanSt. Mary's Home for Disabled…$25MTransit Employees Retirement PlanTransit Employees Retirement…$25MThe Options Clearing Corporation Retirement PlanThe Options Clearing Corpora…$25MOrthopaedic Associates of Wisconsin, S.C. Defined Benefit PlanOrthopaedic Associates of Wi…$25MEmployee Pension Plan of the Ludwig Group, Inc.Employee Pension Plan of the…$25M
End-of-year total assets ($M) among The Options Clearing Corporation Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$116M
Net Assets (End of Year)$25M
Net Income-$91M
Employer EIN362756407
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Options Clearing Corporation)

Sponsor-wide plan assets over time

All The Options Clearing Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$345M 4.325909381253746% vs 2022
2024 filing year
$280M$300M$320M$340M$360M 202220232024 $331M $345M ▲ +4.3%
Year Plans Participants Total Assets
2022 2 867 $331M
2023 2 946 $288M
2024 2 1,122 $345M

Nearby Defined Benefit (Pension) Plans in Illinois

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

The Options Clearing Corporation Retirement Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -200204060 Total assets ($B) Participants The Options Clearing Corporation Retirement Plan, Total assets ($B): 0.024799358 · Participants: 59The Options Clearing Corporation Retirement 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
The Options Clearing Corporation Retirement Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare The Options Clearing Corporation Retirement Plan side-by-side with 3 peers →

The Options Clearing Corporation Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is St. Mary's Home for Disabled Children Retirement Plan in VA ($25M); by covered participants it is Nsf International Retirement Income Plan in MI (59 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (59 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 Options Clearing Corporation Retirement Plan assets move in 2023? ▼
The Options Clearing Corporation Retirement Plan contracted severely - down 78.7% during 2023, from $116M to $25M. Reported net income was -$91M.
How have The Options Clearing Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Options Clearing Corporation's sponsor-wide assets grew 4.3%, from $331M to $345M.
Where does The Options Clearing Corporation Retirement Plan rank by assets among Form 5500 filers? ▼
The Options Clearing Corporation Retirement Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to The Options Clearing Corporation Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is St. Mary's Home for Disabled Children Retirement Plan in VA ($25M, 236 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Options Clearing Corporation Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Nsf International Retirement Income Plan in MI (59 participants, N/A 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 362756407.

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.