UNIVERSITY OF NOTRE DAME EMPLOYEES' PENSION PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
UNIVERSITY OF NOTRE DAME DU LAC
This Defined Benefit (Pension) plan holds $210M in total assets and serves 1,396 participants as of 2023. It is sponsored by UNIVERSITY OF NOTRE DAME DU LAC in Indiana. The plan reported positive net income of $15M for the year.
What the Filing Says About UNIVERSITY OF NOTRE DAME EMPLOYEES' PENSION PLAN
UNIVERSITY OF NOTRE DAME EMPLOYEES' PENSION PLAN is a Defined Benefit (Pension) retirement plan sponsored by UNIVERSITY OF NOTRE DAME DU LAC, headquartered in Indiana. As of the 2023 Form 5500 filing, the plan reports $210M in total end-of-year assets and covers 1,396 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 350868188, and the plan has been effective since 1961-07-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $194M at the beginning of 2023 to $210M at year-end — a gain of 8.1%. Net assets (after liabilities) closed the year at $206M, with reported net income of $15M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $194M |
| Total Assets (End of Year) | $210M |
| Net Assets (End of Year) | $206M |
| Net Income | $15M |
| Plan Type | Defined Benefit (Pension) |
| Employer EIN | 350868188 |
| Plan Effective Date | 1961-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (UNIVERSITY OF NOTRE DAME DU LAC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 10,692 | $2.3B |
| 2023 | 2 | 11,365 | $2.6B |
| 2024 | 1 | 10,920 | $2.6B |
Nearby Defined Benefit (Pension) Plans in Indiana
Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.
- THE LILLY RETIREMENT PLAN $11.7B · 19,111
- CUMMINS PENSION PLAN $3.3B · 26,560
- ELEVANCE HEALTH CASH BALANCE PLAN A $1.3B · 8,197
- NISOURCE PENSION PLAN $1.1B · 2,174
- MERITOR, INC. RETIREMENT PLAN $546M · 639
Related Data
Guides
Frequently Asked Questions
How much money is in the UNIVERSITY OF NOTRE DAME EMPLOYEES' PENSION PLAN? ▼
What type of plan is UNIVERSITY OF NOTRE DAME EMPLOYEES' PENSION PLAN? ▼
Who sponsors the UNIVERSITY OF NOTRE DAME EMPLOYEES' PENSION PLAN? ▼
How did UNIVERSITY OF NOTRE DAME EMPLOYEES' PENSION PLAN perform in 2023? ▼
Where can I find official filings for UNIVERSITY OF NOTRE DAME EMPLOYEES' PENSION PLAN? ▼
How does UNIVERSITY OF NOTRE DAME EMPLOYEES' PENSION PLAN compare to other plans? ▼
Explore PlainRetire
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.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.