Defined Benefit (Pension) · DOL Form 5500 · 2024

University Club of Chicago Pension Plan

Data updated 2026-08-25

$886K
Total assets Small plan by assets
40
Participants Small participant base
22nd
Percentile by assets National rank
$22,153
Avg per participant Low balance/head
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Official DOL plan name: University Club of Chicago Cash Balance Plan · Sponsored by University Club of Chicago · Illinois · Arts, Entertainment & Recreation

$886K in assets, 40 participants

University Club of Chicago's University Club of Chicago Cash Balance Plan reported $886K in total assets and 40 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

  • #1,369 in Arts, Entertainment & Recreation (2,921 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, University Club of Chicago Cash Balance Plan ranks #1,369 of 2,921 2024 filers by assets (3134% of the sector average)-$886K for 40 participants.

#1,369
in Arts, Entertainment & Recreation (2,921 peers)
-81.0%
assets change YoY

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.

University Club of Chicago Cash Balance Plan among the smaller filed plans by assets

University Club of Chicago Cash Balance Plan vs every filed plan by assets

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

$886,133 22nd percentile higher than 22% 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 Club of Chicago Cash Balance Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. University Club of Chicago Cash Balance Plan is a small filing (40 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • University Club of Chicago Cash Balance Plan reported net income fell from $83K in the plan year 2023 filing to -$4M in the plan year 2024 filing.
  • University Club of Chicago Cash Balance Plan end-of-year assets fell from $5M in the plan year 2023 filing to $886K in the plan year 2024 filing.
  • University Club of Chicago Cash Balance Plan reported participants fell from 44 in the plan year 2023 filing to 40 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 361901470 · University Club of Chicago PY 2024 · Defined Benefit (Pension)

University Club of Chicago Cash Balance Plan · $886K · 40 · 22nd

  • TYPE $886K
  • NET 40
  • BOOK 22nd
  • VS-ST Defined Benefit (Pension)
  • BOY near Ag-Con Construction, Inc. Cash Balance Plan
  • SCH ind #1369

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 Arts, Entertainment & Recreation retirement plans → · Plans in Illinois →

University Club of Chicago Cash Balance Plan in the asset neighbourhood

University Club of Chicago Cash Balance PlanUniversity Club of Chicago C…$886KAg-Con Construction, Inc. Cash Balance PlanAg-Con Construction, Inc. Ca…$889KFly Free Productions Inc Defined Benefit Pension PlanFly Free Productions Inc Def…$893KEmblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained EmployeesEmblemhealth Services Compan…$882KWestern Growers Pension Trust Plan aWestern Growers Pension Trus…$878K
End-of-year total assets ($M) among University Club of Chicago Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$846K
Net Income-$4M
Employer EIN361901470
Plan Effective Date1951-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University Club of Chicago)

Sponsor-wide plan assets over time

All University Club of Chicago plans reported in each filing year

Latest sponsor-wide plan assets
$16M 13.796827141500565% vs 2022
2024 filing year
$13M$14M$15M$16M$17M$18M 202220232024 $13.8M $15.7M ▲ +13.8%
Year Plans Participants Total Assets
2022 2 158 $14M
2023 2 171 $17M
2024 2 252 $16M

Nearby Defined Benefit (Pension) Plans in Illinois

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

University Club of Chicago Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -200204060 Total assets ($B) Participants University Club of Chicago Cash Balance Plan, Total assets ($B): 0.000886133 · Participants: 40University Club of Chicago Cash Balance 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
University Club of Chicago Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare University Club of Chicago Cash Balance Plan side-by-side with 3 peers →

University Club of Chicago Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Ag-Con Construction, Inc. Cash Balance Plan in CA ($889K); by covered participants it is Retirement Plan for Salaried Employees of the Hillman Company in PA (40 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (40 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 Club of Chicago Cash Balance Plan assets move in 2024? ▼
University Club of Chicago Cash Balance Plan contracted severely - down 81.0% during 2024, from $5M to $886K. Reported net income was -$4M.
How have University Club of Chicago plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University Club of Chicago's sponsor-wide assets grew 13.8%, from $14M to $16M.
Where does University Club of Chicago Cash Balance Plan rank by assets among Form 5500 filers? ▼
University Club of Chicago Cash Balance Plan ranks in the 22nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to University Club of Chicago Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ag-Con Construction, Inc. Cash Balance Plan in CA ($889K, 7 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to University Club of Chicago Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Salaried Employees of the Hillman Company in PA (40 participants, $2M 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 361901470.

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.