Other · DOL Form 5500 · 2023

The University of Chicago Medical Center Retirement Plan

Data updated 2026-08-25

$432M
Total assets Above avg plan size
10,942
Participants Very large workforce
97th
Percentile by assets National rank
$39,523
Avg per participant Low balance/head
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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.

  • #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.

#17,209
in Healthcare & Social Assistance (17,684 peers)
+25.5%
assets growth YoY
4.3×
vs typical plan assets (national mean)

The University of Chicago Medical Center Supplemental Retirement Annuity Plan's outsized position by total assets

The University of Chicago Medical Center Supplemental Retirement Annuity Plan vs every filed plan by assets

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

$432,465,843 Top 3% higher than 97% 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 Medical Center Supplemental Retirement Annuity Plan's mega-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 Medical Center Supplemental Retirement Annuity Plan is a mega filing (10,942 participants), the rightmost band on the breakdown.

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.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 363488183 · The University of Chicago Medical Center PY 2023 · Other

The University of Chicago Medical Center Supplemental Retirement Annuity Plan · $432M · 10,942 · 97th

  • NET $432M
  • BOOK 10,942
  • VS-ST 97th
  • BOY Other
  • SCH near Seattle University Employees Retirement Plan
  • EBSA ind #17209

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 Healthcare & Social Assistance retirement plans → · Plans in Illinois →

The University of Chicago Medical Center Supplemental Retirement Annuity Plan in the asset neighbourhood

Munson 403(b) Plan$436MUniversity of Hartford Defined Contribution and Tax-Deferred Annuity Retirement PlanUniversity of Hartford Defin…$435MSeattle University Employees Retirement PlanSeattle University Employees…$434MThe University of Chicago Medical Center Supplemental Retirement Annuity PlanThe University of Chicago Me…$432MStamford Health System Defined Contribution Retirement PlanStamford Health System Defin…$429M
End-of-year total assets ($M) among The University of Chicago Medical Center Supplemental Retirement Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$345M
Net Assets (End of Year)$432M
Net Income$88M
Employer EIN363488183
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The University of Chicago Medical Center)

Sponsor-wide plan assets over time

All The University of Chicago Medical Center plans reported in each filing year

Latest sponsor-wide plan assets
$1.5B 38.56553973564949% vs 2022
2024 filing year
$1B$1.2B$1.4B$1.6B 202220232024 $1.12B $1.55B ▲ +38.4%
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 Scatter plot of 6 data points. 050001000015000 012345 Total assets ($B) Participants The University of Chicago Medical Center Supplemental Retirement Annuity Plan, Total assets ($B): 0.432465843 · Participants: 10942The University of Chicago Medical Center Supplemental Retirement Annuity PlanNorthwestern University Retirement Plan, Total assets ($B): 4.022176874 · Participants: 9440Northwestern University Retirement PlanThe University of Chicago Contributory Retirement Plan, Total assets ($B): 3.494522229 · Participants: 4796The University of Chicago Contributory Retirement PlanEndeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees, Total assets ($B): 2.005336202 · Participants: 13705Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem EmployeesThe University of Chicago Supplemental Retirement Plan, Total assets ($B): 1.734364044 · Participants: 8254The University of Chicago Supplemental Retirement PlanArgonne National Laboratory 403(b) Employee Retirement Plan, Total assets ($B): 1.577078821 · Participants: 3798Argonne National Laboratory 403(b) Employee Retirement Plan
The University of Chicago Medical Center Supplemental Retirement Annuity Plan vs. nearby Other plans in Illinois, assets vs. participants
Compare The University of Chicago Medical Center Supplemental Retirement Annuity Plan side-by-side with 3 peers →

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 Supplemental Retirement Annuity Plan's out-of-state Other peers by assets and headcount

Outside Illinois, the nearest Other by assets is Seattle University Employees Retirement Plan in WA ($434M); by covered participants it is Baptist Health 403(b) Plan in AR (10,987 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10,942 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 Medical Center Supplemental Retirement Annuity Plan assets move in 2023? ▼
The University of Chicago Medical Center Supplemental Retirement Annuity Plan grew sharply - up 25.5% during 2023, from $345M to $432M. Reported net income was $88M.
How have The University of Chicago Medical Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The University of Chicago Medical Center's sponsor-wide assets grew 38.6%, from $1.1B to $1.5B.
Where does The University of Chicago Medical Center Supplemental Retirement Annuity Plan rank by assets among Form 5500 filers? ▼
The University of Chicago Medical Center Supplemental Retirement Annuity Plan ranks in the 97th 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 Other plans are similar in size to The University of Chicago Medical Center Supplemental Retirement Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Seattle University Employees Retirement Plan in WA ($434M, 2,067 participants).
Which Other plans cover a similar participant headcount to The University of Chicago Medical Center Supplemental Retirement Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Baptist Health 403(b) Plan in AR (10,987 participants, $376M 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 363488183.

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.