Defined Benefit (Pension) · DOL Form 5500 · 2023

The University of Chicago Pension Plan

Data updated 2026-08-25

$325M
Total assets Above avg plan size
5,442
Participants Above avg headcount
96th
Percentile by assets National rank
$59,689
Avg per participant Low balance/head
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Official DOL plan name: The University of Chicago Pension Plan for Staff Employees · Sponsored by The University of Chicago · Illinois · Educational Services

$325M in assets, 5,442 participants

The University of Chicago's The University of Chicago Pension Plan for Staff Employees reported $325M in total assets and 5,442 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.

  • #3,522 in Educational Services (3,735 peers)

Coverage in Illinois

The University of Chicago Pension Plan for Staff Employees covers 5,442 participants in Illinois, 7.0x the typical Illinois plan (state average ~779 per filing). Assets: $325M.

#3,522
in Educational Services (3,735 peers)
+1.2%
assets growth YoY
3.3×
vs typical plan assets (national mean)

The University of Chicago Pension Plan for Staff Employees's outsized position by total assets

The University of Chicago Pension Plan for Staff Employees vs every filed plan by assets

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

$324,828,367 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 University of Chicago Pension Plan for Staff 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 Pension Plan for Staff Employees lands in the large band (5,442 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The University of Chicago Pension Plan for Staff Employees reported net income rose from -$108M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • The University of Chicago Pension Plan for Staff Employees reported participants fell from 5,866 in the plan year 2022 filing to 5,442 in the plan year 2023 filing.
  • The University of Chicago Pension Plan for Staff Employees end-of-year assets rose from $321M in the plan year 2022 filing to $325M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

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

The University of Chicago Pension Plan for Staff Employees · $325M · 5,442 · 96th

  • PCT $325M
  • EIN 5,442
  • RANK 96th
  • PHOTO Defined Benefit (Pension)
  • IND near United Food & Commercial Workers Union - Employer Pension Fund
  • EOY ind #3522

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 Pension Plan for Staff Employees in the asset neighbourhood

Sun Chemical Retirement Plan$326MAlex Lee, Inc. and Affiliates Pension PlanAlex Lee, Inc. and Affiliate…$326MThe University of Chicago Pension Plan for Staff EmployeesThe University of Chicago Pe…$325MUnited Food & Commercial Workers Union - Employer Pension FundUnited Food & Commercial Wor…$325MRiceland Foods, Inc. Employee Benefit Pension PlanRiceland Foods, Inc. Employe…$324M
End-of-year total assets ($M) among The University of Chicago Pension Plan for Staff Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$321M
Net Assets (End of Year)$325M
Net Income$11M
Employer EIN362177139
Plan Effective Date2009-01-01
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 Pension Plan for Staff Employees vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. 0100002000030000400005000060000 -200204060 Total assets ($B) Participants The University of Chicago Pension Plan for Staff Employees, Total assets ($B): 0.324828367 · Participants: 5442The University of Chicago Pension Plan for Staff 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 Pension Plan for Staff Employees vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare The University of Chicago Pension Plan for Staff Employees side-by-side with 3 peers →

Scale composition for The University of Chicago Pension Plan for Staff Employees

The University of Chicago Pension Plan for Staff Employees reports $325M in end-of-year assets across 5,442 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $59,689 per participant (43% of the national average assets-per-participant) . Net income for plan year 2023 was $11M.

This plan identity (EIN 362177139, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $321M to $305M (-5.0%) while covered participants moved from 5,866 to 4,978 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 5,866 $321M Open filing
2023 5,442 $325M This page
2024 · index core 4,978 $305M Open filing

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

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

Outside Illinois, the nearest Defined Benefit (Pension) by assets is United Food & Commercial Workers Union - Employer Pension Fund in OH ($325M); by covered participants it is Employees' Cash Balance Plan of Atlantic Health System, Inc. in NJ (5,443 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5,442 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 Pension Plan for Staff Employees assets move in 2023? ▼
The University of Chicago Pension Plan for Staff Employees edged up modestly - up 1.2% during 2023, from $321M to $325M. Reported net income was $11M.
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 Pension Plan for Staff Employees rank by assets among Form 5500 filers? ▼
The University of Chicago Pension Plan for Staff Employees 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 Defined Benefit (Pension) plans are similar in size to The University of Chicago Pension Plan for Staff Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is United Food & Commercial Workers Union - Employer Pension Fund in OH ($325M, 4,180 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The University of Chicago Pension Plan for Staff Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Employees' Cash Balance Plan of Atlantic Health System, Inc. in NJ (5,443 participants, $969M 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.