Other · DOL Form 5500 · 2023
The University of Chicago Medical Center Retirement Plan
Data updated 2026-08-11
- $432M
- Total assets
- 10,942
- Participants
- 97th
- Percentile by assets
- $39,523
- Avg per participant
Official DOL plan name: The University of Chicago Medical Center Supplemental Retirement Annuity Plan · Sponsored by The University of Chicago Medical Center · Illinois · Healthcare & Social Assistance
$432M in assets, 10,942 participants
The University of Chicago Medical Center's The University of Chicago Medical Center Supplemental Retirement Annuity Plan reported $432M in total assets and 10,942 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 127,072 plans)
- #17,209 in Healthcare & Social Assistance (17,684 peers)
Coverage in Illinois
The University of Chicago Medical Center Supplemental Retirement Annuity Plan covers 10,942 participants in Illinois, 14x the typical Illinois plan (state average ~779 per filing). Assets: $432M.
- $432M
- total plan assets (2023 EOY)
- 10,942
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $39,523
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The University of Chicago Medical Center Supplemental Retirement Annuity Plan reported net income rose from -$32M in the plan year 2022 filing to $88M in the plan year 2023 filing.
- The University of Chicago Medical Center Supplemental Retirement Annuity Plan reported participants rose from 3,665 in the plan year 2022 filing to 10,942 in the plan year 2023 filing.
- The University of Chicago Medical Center Supplemental Retirement Annuity Plan end-of-year assets rose from $345M in the plan year 2022 filing to $432M in the plan year 2023 filing.
Participants vs Illinois filers
In Illinois, the average filing covers about 779 participants across 5,745 plans. The University of Chicago Medical Center Supplemental Retirement Annuity Plan reports 10,942 participants - 14x that state average ($432M EOY assets).
Illinois filing particulars
| Total Assets (Beginning of Year) | $345M |
|---|---|
| Net Assets (End of Year) | $432M |
| Net Income | $88M |
| Employer EIN | 363488183 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The University of Chicago Medical Center)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 11,099 | $1.1B |
| 2023 | 3 | 19,983 | $1.4B |
| 2024 | 3 | 21,769 | $1.5B |
Nearby Other Plans in Illinois
Peer Other plans, same state, same plan type, ranked by total assets.
The University of Chicago Medical Center Supplemental Retirement Annuity Plan vs. nearby Other plans in Illinois, assets vs. participants
- Northwestern University Retirement Plan $4.0B · 9,440
- The University of Chicago Contributory Retirement Plan $3.5B · 4,796
- Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees $2.0B · 13,705
- The University of Chicago Supplemental Retirement Plan $1.7B · 8,254
- Argonne National Laboratory 403(b) Employee Retirement Plan $1.6B · 3,798
Scale composition for The University of Chicago Medical Center Supplemental Retirement Annuity Plan
The University of Chicago Medical Center Supplemental Retirement Annuity Plan reports $432M in end-of-year assets across 10,942 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $39,523 per participant (29% of the national average assets-per-participant) . Net income for plan year 2023 was $88M.
This plan identity (EIN 363488183, plan #007) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $345M to $498M (+44.5%) while covered participants moved from 3,665 to 11,715 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 3,665 | $345M | Open filing |
| 2023 | 10,942 | $432M | This page |
| 2024 · index core | 11,715 | $498M | Open filing |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- The University of Chicago Medical Center Retirement Income Plan for Employees (Other, $739M, 8,469 participants)
- The University of Chicago Medical Center Supplemental Retirement Annuity Plan (Other, $498M, 11,715 participants)
- The University of Chicago Medical Center Contributory Retirement Plan (Other, $310M, 1,585 participants)
Similar-Sized Other Plans Nationally
Other plans in other states closest to The University of Chicago Medical Center Supplemental Retirement Annuity Plan by total assets, not by location.
- Seattle University Employees Retirement Plan (WA) $434M · 2,067
- University of Hartford Defined Contribution and Tax-Deferred Annuity Retirement Plan (CT) $435M · 876
- Stamford Health System Defined Contribution Retirement Plan (CT) $429M · 3,482
- Munson 403(b) Plan (MI) $436M · 8,262
Frequently Asked Questions
How did The University of Chicago Medical Center Supplemental Retirement Annuity Plan assets move in 2023? ▼
How have The University of Chicago Medical Center plan assets changed over time? ▼
Where does The University of Chicago Medical Center Supplemental Retirement Annuity Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to The University of Chicago Medical Center Supplemental Retirement Annuity Plan? ▼
Next read for The University of Chicago Medical Center…
Filing takeaways
Ways to act on The University of Chicago Medical Center Supplemental Retirement Annuity Plan's numbers.
- By total assets, The University of Chicago Medical Center Supplemental Retirement Annuity Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Illinois. Compare plans
- The University of Chicago Medical Center's sponsor-wide assets have grown 38.6% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans