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
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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

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

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.

See the national 2023→2024 release diff →

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

Emory Healthcare, Inc. Retirement Savings and Matching PlanEmory Healthcare, Inc. Retir…$2.8BUniversity of Notre Dame 403(b) Retirement PlanUniversity of Notre Dame 403…$2.6BTax Deferred Savings Plan of Novant Health, Inc.Tax Deferred Savings Plan of…$2.5BErnst & Young Partnership Retirement (Hr-10) PlanErnst & Young Partnership Re…$2.5BAnnuity Plan of the Electrical IndustryAnnuity Plan of the Electric…$2.3B
End-of-year total assets ($B) among University of Notre Dame 403(b) Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Indiana filing particulars

Total Assets (Beginning of Year)$2.4B
Net Assets (End of Year)$2.6B
Net Income$245M
Employer EIN350868188
Plan Effective Date1947-01-01
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 Profit Sharing Plans in Indiana

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

University of Notre Dame 403(b) Retirement Plan vs. nearby Profit Sharing plans in Indiana, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants University of Notre Dame 403(b) Retirement Plan, Total assets ($B): 2.6055889 · Participants: 10920University of Notre Dame 403(b) Retirement PlanIndiana State Council of Plasterers & Cement Mason Pension Fund, Total assets ($B): 0.349009284 · Participants: 1910Indiana State Council of Plasterers & Cement Mason Pension FundCfni Retirement Plan, Total assets ($B): 0.233433653 · Participants: 6376Cfni Retirement PlanDo It Best Corp. Restated Employees' Savings & Profit Sharing, Total assets ($B): 0.218637284 · Participants: 2068Do It Best Corp. Restated Employees' Savings & Profit SharingInternational Union of Operating Engineers Local 841 Qualified Savings Plan, Total assets ($B): 0.160758654 · Participants: 4760International Union of Operating Engineers Local 841 Qualified Savings PlanPlumbers Local #210 Retirement Fund, Total assets ($B): 0.091153887 · Participants: 272Plumbers Local #210 Retirement Fund
University of Notre Dame 403(b) Retirement Plan vs. nearby Profit Sharing plans in Indiana, assets vs. participants

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 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.

Similar participant headcount

Nearest other-state filings by covered participants (10,920 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 University of Notre Dame 403(b) Retirement Plan assets move in 2024?
University of Notre Dame 403(b) Retirement Plan grew at a solid clip - up 10.4% during 2024, from $2.4B to $2.6B. Reported net income was $245M.
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 403(b) Retirement Plan rank by assets among Form 5500 filers?
University of Notre Dame 403(b) Retirement Plan ranks in the 99th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which Profit Sharing plans are similar in size to University of Notre Dame 403(b) Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Tax Deferred Savings Plan of Novant Health, Inc. in NC ($2.5B, 38,137 participants).
Which Profit Sharing plans cover a similar participant headcount to University of Notre Dame 403(b) Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Dartmouth-Hitchcock Retirement Plan in NH (10,844 participants, $1.1B in assets).