Defined Benefit (Pension) · DOL Form 5500 · 2024
Loyola University of Chicago Attn Benefits Department Pension Plan
Data updated 2026-08-25
- $154M
- Total assets Near avg plan size
- 879
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $174,860
- Avg per participant Above avg balance/head
Official DOL plan name: Loyola University Employees' Retirement Plan · Sponsored by Loyola University of Chicago Attn Benefits Department · Illinois · Educational Services
$154M in assets, 879 participants
Loyola University of Chicago Attn Benefits Department's Loyola University Employees' Retirement Plan reported $154M in total assets and 879 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #3,212 in Educational Services (3,638 peers)
Where Loyola University Employees' Retirement Plan sits by assets
Loyola University Employees' Retirement Plan sits in the top 10% of all filed plans by assets, $154M for 879 participants (~$174,860/participant), down 2.7% in 2024.
- #3,212
- in Educational Services (3,638 peers)
- -2.7%
- assets change YoY
- 1.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Loyola University Employees' Retirement Plan's outsized position by total assets
Loyola University Employees' Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$153,702,017 Top 7% higher than 93% 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
Loyola University Employees' Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Loyola University Employees' Retirement Plan sits mid-pack in the medium band (879 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Loyola University Employees' Retirement Plan reported net income fell from $4M in the plan year 2023 filing to -$4M in the plan year 2024 filing.
- Loyola University Employees' Retirement Plan reported participants fell from 989 in the plan year 2023 filing to 879 in the plan year 2024 filing.
- Loyola University Employees' Retirement Plan end-of-year assets fell from $158M in the plan year 2023 filing to $154M in the plan year 2024 filing.
DOL schedule card
Filing strip 361408475 · Loyola University of Chicago Attn Benefits Department PY 2024 · Defined Benefit (Pension)
Loyola University Employees' Retirement Plan · $154M · 879 · 93rd
- IND $154M
- IND 879
- IND 93rd
- IND Defined Benefit (Pension)
- IND near Pension Plan of Cravath, Swaine & Moore LLP
- IND ind #3212
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 Illinois →
Loyola University Employees' Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $158M |
|---|---|
| Net Assets (End of Year) | $154M |
| Net Income | -$4M |
| Employer EIN | 361408475 |
| Plan Effective Date | 1949-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Loyola University of Chicago Attn Benefits Department)
Sponsor-wide plan assets over time
All Loyola University of Chicago Attn Benefits Department plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.4B 20.191790731328716% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,843 | $1.2B |
| 2023 | 2 | 3,764 | $1.3B |
| 2024 | 2 | 3,801 | $1.4B |
Nearby Defined Benefit (Pension) Plans in Illinois
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central States, Southeast & Southwest Areas Pension Plan $48.2B · 36,799
- State Farm Insurance Companies Retirement Plan for United States Employees $37.7B · 41,619
- GE Healthcare Pension Plan $13.7B · 5,554
- Abbott Laboratories Annuity Retirement Plan $8.6B · 17,875
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.2B · 20,984
Loyola University Employees' Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is Pension Plan of Cravath, Swaine & Moore LLP in NY ($154M); by covered participants it is Sedgwick Retirement Plan in TN (880 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($154M here).
- Pension Plan of Cravath, Swaine & Moore LLP (NY) $154M · 256
- Brick Masons' Pension Trust Fund (CA) $154M · 655
- Fish & Richardson Principals' Cash Balance Plan (MN) $154M · 128
- The Timken-Latrobe-Mpb-Torrington Retirement Plan (OH) $154M · 967
Similar participant headcount
Nearest other-state filings by covered participants (879 participants); asset peers above are excluded.
- Sedgwick Retirement Plan (TN) 880 · 1 off
- Amalgamated Sugar Company Hourly Retirement Plan (ID) 878 · 1 off
- Local 697 I.B.E.W. and Electrical Industry Pension Plan (IN) 876 · 3 off
- Metal Lathers Local 46 Pension Fund (NY) 874 · 5 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.