Defined Benefit (Pension) · DOL Form 5500 · 2023

University of Notre Dame Du Lac Pension Plan

Data updated 2026-08-25

$210M
Total assets Near avg plan size
1,396
Participants Near avg headcount
95th
Percentile by assets National rank
$150,128
Avg per participant Above avg balance/head
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Official DOL plan name: University of Notre Dame Employees' Pension Plan · Sponsored by University of Notre Dame Du Lac · Indiana · Educational Services

$210M in assets, 1,396 participants

University of Notre Dame Du Lac's University of Notre Dame Employees' Pension Plan reported $210M in total assets and 1,396 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #3,423 in Educational Services (3,735 peers)

Coverage in Indiana

University of Notre Dame Employees' Pension Plan covers 1,396 participants in Indiana, 2.6x the typical Indiana plan (state average ~541 per filing). Assets: $210M.

#3,423
in Educational Services (3,735 peers)
+8.1%
assets growth YoY
2.1×
vs typical plan assets (national mean)

University of Notre Dame Employees' Pension Plan's outsized position by total assets

University of Notre Dame Employees' Pension Plan vs every filed plan by assets

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

$209,578,678 Top 5% higher than 95% 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

University of Notre Dame Employees' Pension Plan'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. University of Notre Dame Employees' Pension Plan lands in the large band (1,396 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • University of Notre Dame Employees' Pension Plan reported net income rose from -$52M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • University of Notre Dame Employees' Pension Plan end-of-year assets rose from $194M in the plan year 2022 filing to $210M in the plan year 2023 filing.
  • University of Notre Dame Employees' Pension Plan reported participants fell from 1,471 in the plan year 2022 filing to 1,396 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 350868188 · University of Notre Dame Du Lac PY 2023 · Defined Benefit (Pension)

University of Notre Dame Employees' Pension Plan · $210M · 1,396 · 95th

  • IND $210M
  • IND 1,396
  • IND 95th
  • IND Defined Benefit (Pension)
  • IND near Pixelle Specialty Solutions LLC Retirement Plan
  • IND ind #3423

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 Indiana →

University of Notre Dame Employees' Pension Plan in the asset neighbourhood

Local 584 Pension Trust Fund$210MMony Life Retirement Income Security Plan for EmployeesMony Life Retirement Income …$210MPixelle Specialty Solutions LLC Retirement PlanPixelle Specialty Solutions …$210MUniversity of Notre Dame Employees' Pension PlanUniversity of Notre Dame Emp…$210MGroup Pension Plan for Employees of Central Insurance CompanyGroup Pension Plan for Emplo…$209M
End-of-year total assets ($M) among University of Notre Dame Employees' Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$194M
Net Assets (End of Year)$206M
Net Income$15M
Employer EIN350868188
Plan Effective Date1961-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University of Notre Dame Du Lac)

Sponsor-wide plan assets over time

All University of Notre Dame Du Lac plans reported in each filing year

Latest sponsor-wide plan assets
$2.8B 25.239498409370654% vs 2022
2024 filing year
$2.2B$2.4B$2.6B$2.8B$3B 202220232024 $2.26B $2.83B ▲ +25.2%
Year Plans Participants Total Assets
2022 2 10,692 $2.3B
2023 2 11,365 $2.6B
2024 2 12,203 $2.8B

Nearby Defined Benefit (Pension) Plans in Indiana

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

University of Notre Dame Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants Scatter plot of 6 data points. 0100002000030000 -5051015 Total assets ($B) Participants University of Notre Dame Employees' Pension Plan, Total assets ($B): 0.209578678 · Participants: 1396University of Notre Dame Employees' Pension PlanThe Lilly Retirement Plan, Total assets ($B): 11.68755379 · Participants: 19111The Lilly Retirement PlanCummins Pension Plan, Total assets ($B): 3.321162584 · Participants: 26560Cummins Pension PlanIndiana Laborers Pension Fund, Total assets ($B): 1.654720253 · Participants: 10800Indiana Laborers Pension FundElevance Health Cash Balance Plan a, Total assets ($B): 1.277905032 · Participants: 8197Elevance Health Cash Balance Plan aNisource Pension Plan, Total assets ($B): 1.063713087 · Participants: 2174Nisource Pension Plan
University of Notre Dame Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
Compare University of Notre Dame Employees' Pension Plan side-by-side with 3 peers →

University of Notre Dame Employees' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Indiana, the nearest Defined Benefit (Pension) by assets is Pixelle Specialty Solutions LLC Retirement Plan in PA ($210M); by covered participants it is Minnesota & North Dakota Bricklayers and Allied Craftworkers Pension Fund in MN (1,396 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,396 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 University of Notre Dame Employees' Pension Plan assets move in 2023? ▼
University of Notre Dame Employees' Pension Plan grew at a solid clip - up 8.1% during 2023, from $194M to $210M. Reported net income was $15M.
How have University of Notre Dame Du Lac plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University of Notre Dame Du Lac's sponsor-wide assets grew 25.2%, from $2.3B to $2.8B.
Where does University of Notre Dame Employees' Pension Plan rank by assets among Form 5500 filers? ▼
University of Notre Dame Employees' Pension Plan ranks in the 95th 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 University of Notre Dame Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pixelle Specialty Solutions LLC Retirement Plan in PA ($210M, 1,100 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to University of Notre Dame Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Minnesota & North Dakota Bricklayers and Allied Craftworkers Pension Fund in MN (1,396 participants, $444M 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 350868188.

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.