401(k) · DOL Form 5500 · 2023

The Options Clearing Corporation 401(k) Plan

Data updated 2026-08-11

$263M
Total assets: 887
Participants: 96th
Percentile by assets: $297,020
Avg per participant

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.

96th percentile by assets (of 127,072 plans)
#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.

$263M
total plan assets (2023 EOY): 887
covered participants: 96th
percentile by assets (of 127,072 plans): $297,020
avg assets per participant

Where The Options Clearing Corporation Retirement Savings Plan sits 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

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 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 →

State

Illinois

Industry

Finance & Insurance

The Options Clearing Corporation Retirement Savings Plan vs the 2023 asset distribution

By assets, The Options Clearing Corporation Retirement Savings Plan outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$215M
Net Assets (End of Year)	$263M
Net Income	$49M
Employer EIN	362756407
Plan Effective Date	1984-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (The Options Clearing Corporation)

Total plan assets by year, all The Options Clearing Corporation plans on file

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

Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
State Farm 401(k) Savings Plan $16.9B · 60,246
Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
United Airlines Pilot Retirement Account Plan $14.4B · 14,959
Walgreens Retirement Savings Plan $13.4B · 235,331

Compare The Options Clearing Corporation Retirem… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Options Clearing Corporation Retirement Savings Plan by total assets, not by location.

Tripadvisor Retirement Savings Plan (MA) $264M · 1,087
Brighthouse Services, LLC Savings Plan and Trust (NC) $263M · 1,452
Detroit Diesel UAW 163 Hourly Savings Plan (OR) $263M · 1,874
Brambles USA 401(k) Plan (FL) $263M · 3,568

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).

Next read for The Options Clearing Corporation Retirem…

Scale reading

Ways to act on The Options Clearing Corporation Retirement Savings Plan's numbers.

By total assets, The Options Clearing Corporation Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
The Options Clearing Corporation's sponsor-wide assets have grown 4.3% since 2022 across 3 plan years on file. More Finance & Insurance plans

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.