Defined Benefit (Pension) · DOL Form 5500 · 2024

Chicago Medical Society Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
5
Participants Small participant base
29th
Percentile by assets National rank
$388,729
Avg per participant High balance/head
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Official DOL plan name: Chicago Medical Society Pension Plan · Sponsored by Chicago Medical Society · Illinois · Other Services

$2M in assets, 5 participants

Chicago Medical Society's Chicago Medical Society Pension Plan reported $2M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,140 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Chicago Medical Society Pension Plan ranks #4,140 of 7,719 2024 filers by assets (1033% of the sector average)-$2M for 5 participants.

#4,140
in Other Services (7,719 peers)
+6.4%
assets growth YoY

Chicago Medical Society Pension Plan among the smaller filed plans by assets

Chicago Medical Society Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,943,646 29th percentile higher than 29% of 123,620 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 2024

Chicago Medical Society Pension Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Chicago Medical Society Pension Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Chicago Medical Society Pension Plan reported net income fell from $169K in the plan year 2023 filing to $118K in the plan year 2024 filing.
  • Chicago Medical Society Pension Plan reported participants fell from 7 in the plan year 2023 filing to 5 in the plan year 2024 filing.
  • Chicago Medical Society Pension Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 362171684 · Chicago Medical Society PY 2024 · Defined Benefit (Pension)

Chicago Medical Society Pension Plan · $2M · 5 · 29th

  • 5500 $2M
  • ASSETS 5
  • PCT 29th
  • EIN Defined Benefit (Pension)
  • RANK near Valueworks LLC Pension Plan
  • PHOTO ind #4140

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 Other Services retirement plans → · Plans in Illinois →

Chicago Medical Society Pension Plan in the asset neighbourhood

Robert D. Agnoletti, D.D.S., Inc. Defined Benefit Pension PlanRobert D. Agnoletti, D.D.S.,…$2MAssociated Shoe Industries Brotherhood of Shoe & Allied Craftsmen Pension TrustAssociated Shoe Industries B…$2MChicago Medical Society Pension PlanChicago Medical Society Pens…$2MValueworks LLC Pension Plan$2MMeghal V. Parikh, Md Inc. Defined Benefit Pension PlanMeghal V. Parikh, Md Inc. De…$2M
End-of-year total assets ($M) among Chicago Medical Society Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$118K
Employer EIN362171684
Plan Effective Date1969-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Chicago Medical Society)

Sponsor-wide plan assets over time

All Chicago Medical Society plans reported in each filing year

Latest sponsor-wide plan assets
$2M 17.303625487043554% vs 2022
2024 filing year
$1.6M$1.7M$1.8M$1.9M$2M 202220232024 $1.66M $1.94M ▲ +16.9%
Year Plans Participants Total Assets
2022 1 7 $2M
2023 1 7 $2M
2024 1 5 $2M

Nearby Defined Benefit (Pension) Plans in Illinois

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

Chicago Medical Society Pension Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -200204060 Total assets ($B) Participants Chicago Medical Society Pension Plan, Total assets ($B): 0.001943646 · Participants: 5Chicago Medical Society Pension PlanCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 48.22071058 · Participants: 36799Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 37.736369487 · Participants: 41619State Farm Insurance Companies Retirement Plan for United States EmployeesGE Healthcare Pension Plan, Total assets ($B): 13.74052931 · Participants: 5554GE Healthcare Pension PlanAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 8.591907247 · Participants: 17875Abbott Laboratories Annuity Retirement PlanUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 8.17675965 · Participants: 20984United Food & Commercial Workers Intl Union - Industry Pension Fund
Chicago Medical Society Pension Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare Chicago Medical Society Pension Plan side-by-side with 3 peers →

Chicago Medical Society Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Valueworks LLC Pension Plan in NY ($2M); by covered participants it is Alan Tajerstein Pension Plan in NY (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Chicago Medical Society Pension Plan assets move in 2024? ▼
Chicago Medical Society Pension Plan grew at a solid clip - up 6.4% during 2024, from $2M to $2M. Reported net income was $118K.
How have Chicago Medical Society plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chicago Medical Society's sponsor-wide assets grew 17.3%, from $2M to $2M.
Which Defined Benefit (Pension) plans are similar in size to Chicago Medical Society Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Valueworks LLC Pension Plan in NY ($2M, 4 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Chicago Medical Society Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Alan Tajerstein Pension Plan in NY (5 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 362171684.

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.