Defined Benefit (Pension) · DOL Form 5500 · 2023

The University of Chicago Pension Plan

Data updated 2026-08-25

$1.2B
Total assets Very large vs avg
8,906
Participants Very large workforce
99th
Percentile by assets National rank
$131,538
Avg per participant Near avg balance/head
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Official DOL plan name: The University of Chicago Retirement Income Plan for Employees · Sponsored by The University of Chicago · Illinois · Educational Services

$1.2B in assets, 8,906 participants

The University of Chicago's The University of Chicago Retirement Income Plan for Employees reported $1.2B in total assets and 8,906 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.

  • #3,674 in Educational Services (3,735 peers)

Coverage in Illinois

The University of Chicago Retirement Income Plan for Employees covers 8,906 participants in Illinois, 11x the typical Illinois plan (state average ~779 per filing). Assets: $1.2B.

#3,674
in Educational Services (3,735 peers)
+15.1%
assets growth YoY
12×
vs typical plan assets (national mean)

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

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

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

$1,171,479,341 Top 1% higher than 99% 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 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 Retirement Income Plan for Employees lands in the large band (8,906 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The University of Chicago Retirement Income Plan for Employees reported net income rose from -$184M in the plan year 2022 filing to $153M in the plan year 2023 filing.
  • The University of Chicago Retirement Income Plan for Employees end-of-year assets rose from $1.0B in the plan year 2022 filing to $1.2B in the plan year 2023 filing.
  • The University of Chicago Retirement Income Plan for Employees reported participants rose from 8,512 in the plan year 2022 filing to 8,906 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 362177139 · The University of Chicago PY 2023 · Defined Benefit (Pension)

The University of Chicago Retirement Income Plan for Employees · $1.2B · 8,906 · 99th

  • SCH $1.2B
  • EBSA 8,906
  • PART 99th
  • TYPE Defined Benefit (Pension)
  • NET near Pension Plan for Eligible Bettis Employees and Retirees
  • BOOK ind #3674

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 Retirement Income Plan for Employees in the asset neighbourhood

Laborers' District Council Construction Industry Pension FundLaborers' District Council C…$1.2BThe University of Chicago Retirement Income Plan for EmployeesThe University of Chicago Re…$1.2BPension Plan for Eligible Bettis Employees and RetireesPension Plan for Eligible Be…$1.2BKinder Morgan Retirement Plan aKinder Morgan Retirement Pla…$1.2BWa State Plumbing and Pipefitting Industry Pension PlanWa State Plumbing and Pipefi…$1.2B
End-of-year total assets ($B) among The University of Chicago Retirement Income Plan for Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$1.0B
Net Assets (End of Year)$1.2B
Net Income$153M
Employer EIN362177139
Plan Effective Date1953-01-01
Filing StatusFILING 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
$5.5B$6B$6.5B$7B$7.5B$8B 202220232024 $5.88B $7.36B ▲ +25.2%
Year Plans Participants Total Assets
2022 4 26,785 $5.9B
2023 4 27,398 $6.7B
2024 4 28,567 $7.4B

Nearby Defined Benefit (Pension) Plans in Illinois

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

The University of Chicago Retirement Income Plan for Employees vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. 0100002000030000400005000060000 -200204060 Total assets ($B) Participants The University of Chicago Retirement Income Plan for Employees, Total assets ($B): 1.171479341 · Participants: 8906The University of Chicago Retirement Income Plan for EmployeesCentral 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 University of Chicago Retirement Income Plan for Employees vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare The University of Chicago Retirement Income Plan for Employees side-by-side with 3 peers →

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

The University of Chicago Retirement Income Plan for Employees reports $1.2B in end-of-year assets across 8,906 participants (0.010% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $131,538 per participant (95% of the national average assets-per-participant) . Net income for plan year 2023 was $153M.

This plan identity (EIN 362177139, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.0B to $1.3B (+26.3%) while covered participants moved from 8,512 to 9,810 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 8,512 $1.0B Open filing
2023 8,906 $1.2B This page
2024 · index core 9,810 $1.3B Open filing

The same sponsor also keeps 4 other index-core plans on PlainRetire:

The University of Chicago Retirement Income Plan for Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Pension Plan for Eligible Bettis Employees and Retirees in PA ($1.2B); by covered participants it is Pension Plan for Eaton Corporation Employees in OH (8,916 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8,906 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 Retirement Income Plan for Employees assets move in 2023? ▼
The University of Chicago Retirement Income Plan for Employees grew sharply - up 15.1% during 2023, from $1.0B to $1.2B. Reported net income was $153M.
How have The University of Chicago plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The University of Chicago's sponsor-wide assets grew 25.2%, from $5.9B to $7.4B.
Where does The University of Chicago Retirement Income Plan for Employees rank by assets among Form 5500 filers? ▼
The University of Chicago Retirement Income Plan for Employees ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to The University of Chicago Retirement Income Plan for Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan for Eligible Bettis Employees and Retirees in PA ($1.2B, 1,524 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The University of Chicago Retirement Income Plan for Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for Eaton Corporation Employees in OH (8,916 participants, $2.6B 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 362177139.

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.