401(k) · DOL Form 5500 · 2023

The Options Clearing Corporation 401(k) Plan

Data updated 2026-08-25

$263M
Total assets Near avg plan size
887
Participants Near avg headcount
96th
Percentile by assets National rank
$297,020
Avg per participant High balance/head
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Official DOL plan name: The Options Clearing Corporation Retirement Savings Plan · Sponsored by The Options Clearing Corporation · Illinois · Finance & Insurance

$263M in assets, 887 participants

The Options Clearing Corporation's The Options Clearing Corporation Retirement Savings Plan reported $263M in total assets and 887 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #8,246 in Finance & Insurance (8,869 peers)

Where The Options Clearing Corporation Retirement Savings Plan sits by assets

The Options Clearing Corporation Retirement Savings Plan sits in the top 5% of all filed plans by assets, $263M for 887 participants (~$297,020/participant), up 22.7% in 2023.

#8,246
in Finance & Insurance (8,869 peers)
+22.7%
assets growth YoY
2.6×
vs typical plan assets (national mean)

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

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

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

$263,456,298 Top 4% higher than 96% 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 Savings Plan among mid-size 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 Savings Plan sits mid-pack in the medium band (887 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Options Clearing Corporation Retirement Savings Plan reported net income rose from -$19M in the plan year 2022 filing to $49M in the plan year 2023 filing.
  • The Options Clearing Corporation Retirement Savings Plan end-of-year assets rose from $215M in the plan year 2022 filing to $263M in the plan year 2023 filing.
  • The Options Clearing Corporation Retirement Savings Plan reported participants rose from 805 in the plan year 2022 filing to 887 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 362756407 · The Options Clearing Corporation PY 2023 · 401(k)

The Options Clearing Corporation Retirement Savings Plan · $263M · 887 · 96th

  • ASSETS $263M
  • PCT 887
  • EIN 96th
  • RANK 401(k)
  • PHOTO near Tripadvisor Retirement Savings Plan
  • IND ind #8246

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 Savings Plan in the asset neighbourhood

Tripadvisor Retirement Savings PlanTripadvisor Retirement Savin…$264MThe Options Clearing Corporation Retirement Savings PlanThe Options Clearing Corpora…$263MBrighthouse Services, LLC Savings Plan and TrustBrighthouse Services, LLC Sa…$263MDetroit Diesel UAW 163 Hourly Savings PlanDetroit Diesel UAW 163 Hourl…$263MBrambles USA 401(k) Plan$263M
End-of-year total assets ($M) among The Options Clearing Corporation Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$215M
Net Assets (End of Year)$263M
Net Income$49M
Employer EIN362756407
Plan Effective Date1984-01-01
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 401(k) Plans in Illinois

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The Options Clearing Corporation Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants The Options Clearing Corporation Retirement Savings Plan, Total assets ($B): 0.263456298 · Participants: 887The Options Clearing Corporation Retirement Savings PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
The Options Clearing Corporation Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare The Options Clearing Corporation Retirement Savings Plan side-by-side with 3 peers →

The Options Clearing Corporation Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Tripadvisor Retirement Savings Plan in MA ($264M); by covered participants it is Bosselman Employee Retirement Plan in NE (887 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($263M here).

Similar participant headcount

Nearest other-state filings by covered participants (887 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 Savings Plan assets move in 2023? ▼
The Options Clearing Corporation Retirement Savings Plan grew sharply - up 22.7% during 2023, from $215M to $263M. Reported net income was $49M.
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 Savings Plan rank by assets among Form 5500 filers? ▼
The Options Clearing Corporation Retirement Savings Plan ranks in the 96th 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 401(k) plans are similar in size to The Options Clearing Corporation Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tripadvisor Retirement Savings Plan in MA ($264M, 1,087 participants).
Which 401(k) plans cover a similar participant headcount to The Options Clearing Corporation Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bosselman Employee Retirement Plan in NE (887 participants, $13M 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.