Profit Sharing · DOL Form 5500 · 2024
University of Notre Dame Du Lac Profit Sharing Plan
Data updated 2026-08-25
- $2.6B
- Total assets Very large vs avg
- 10,920
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $238,607
- Avg per participant Above avg balance/head
Official DOL plan name: University of Notre Dame 403(b) Retirement Plan · Sponsored by University of Notre Dame Du Lac · Indiana · Educational Services
$2.6B in assets, 10,920 participants
University of Notre Dame Du Lac's University of Notre Dame 403(b) Retirement Plan reported $2.6B in total assets and 10,920 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- #3,610 in Educational Services (3,638 peers)
Coverage in Indiana
University of Notre Dame 403(b) Retirement Plan covers 10,920 participants in Indiana, 20x the typical Indiana plan (state average ~541 per filing). Assets: $2.6B.
- #3,610
- in Educational Services (3,638 peers)
- +10.4%
- assets growth YoY
- 26×
- vs typical plan assets (national mean)
University of Notre Dame 403(b) Retirement Plan's outsized position by total assets
University of Notre Dame 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,605,588,900 Top 1% higher than 99% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
University of Notre Dame 403(b) Retirement Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. University of Notre Dame 403(b) Retirement Plan is a mega filing (10,920 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- University of Notre Dame 403(b) Retirement Plan reported net income fell from $295M in the plan year 2023 filing to $245M in the plan year 2024 filing.
- University of Notre Dame 403(b) Retirement Plan end-of-year assets rose from $2.4B in the plan year 2023 filing to $2.6B in the plan year 2024 filing.
- University of Notre Dame 403(b) Retirement Plan reported participants rose from 9,969 in the plan year 2023 filing to 10,920 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 350868188 · University of Notre Dame Du Lac PY 2024 · Profit Sharing
University of Notre Dame 403(b) Retirement Plan · $2.6B · 10,920 · 99th
- BOOK $2.6B
- VS-ST 10,920
- BOY 99th
- SCH Profit Sharing
- EBSA near Tax Deferred Savings Plan of Novant Health, Inc.
- PART ind #3610
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 403(b) Retirement Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $2.4B |
|---|---|
| Net Assets (End of Year) | $2.6B |
| Net Income | $245M |
| Employer EIN | 350868188 |
| Plan Effective Date | 1947-01-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 10,692 | $2.3B |
| 2023 | 2 | 11,365 | $2.6B |
| 2024 | 2 | 12,203 | $2.8B |
Nearby Profit Sharing Plans in Indiana
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Indiana State Council of Plasterers & Cement Mason Pension Fund $349M · 1,910
- Cfni Retirement Plan $233M · 6,376
- Do It Best Corp. Restated Employees' Savings & Profit Sharing $219M · 2,068
- International Union of Operating Engineers Local 841 Qualified Savings Plan $161M · 4,760
- Plumbers Local #210 Retirement Fund $91M · 272
Scale composition for University of Notre Dame 403(b) Retirement Plan
University of Notre Dame 403(b) Retirement Plan reports $2.6B in end-of-year assets across 10,920 participants (0.021% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $238,607 per participant (1.7x the national average assets-per-participant) . Net income for plan year 2024 was $245M.
This plan identity (EIN 350868188, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.1B to $2.6B (+26.1%) while covered participants moved from 9,221 to 10,920 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 9,221 | $2.1B | Open filing |
| 2023 | 9,969 | $2.4B | Open filing |
| 2024 · index core | 10,920 | $2.6B | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- University of Notre Dame Employees' Pension Plan (Defined Benefit (Pension), $224M, 1,283 participants)
University of Notre Dame 403(b) Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Indiana, the nearest Profit Sharing by assets is Tax Deferred Savings Plan of Novant Health, Inc. in NC ($2.5B); by covered participants it is Dartmouth-Hitchcock Retirement Plan in NH (10,844 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.6B here).
- Tax Deferred Savings Plan of Novant Health, Inc. (NC) $2.5B · 38,137
- Ernst & Young Partnership Retirement (Hr-10) Plan (NJ) $2.5B · 1,666
- Emory Healthcare, Inc. Retirement Savings and Matching Plan (GA) $2.8B · 23,760
- Annuity Plan of the Electrical Industry (NY) $2.3B · 18,200
Similar participant headcount
Nearest other-state filings by covered participants (10,920 participants); asset peers above are excluded.
- Dartmouth-Hitchcock Retirement Plan (NH) 10,844 · 76 off
- Scpmg Keogh Plan (CA) 10,749 · 171 off
- International Painters and Allied Trades Industry Annuity Plan (MD) 10,721 · 199 off
- Baylor College of Medicine Retirement Plan (TX) 10,721 · 199 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.