Other · DOL Form 5500 · 2024
Loyola University of Chicago Attn Benefits Department Retirement Plan
Data updated 2026-08-25
- $1.2B
- Total assets Very large vs avg
- 2,922
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $421,695
- Avg per participant High balance/head
Official DOL plan name: Loyola University Chicago Defined Contribution Retirement Plan · Sponsored by Loyola University of Chicago Attn Benefits Department · Illinois · Educational Services
$1.2B in assets, 2,922 participants
Loyola University of Chicago Attn Benefits Department's Loyola University Chicago Defined Contribution Retirement Plan reported $1.2B in total assets and 2,922 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.
- #3,573 in Educational Services (3,638 peers)
Coverage in Illinois
Loyola University Chicago Defined Contribution Retirement Plan covers 2,922 participants in Illinois, 3.7x the typical Illinois plan (state average ~779 per filing). Assets: $1.2B.
- #3,573
- in Educational Services (3,638 peers)
- +9.5%
- assets growth YoY
- 12×
- vs typical plan assets (national mean)
Loyola University Chicago Defined Contribution Retirement Plan's outsized position by total assets
Loyola University Chicago Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,232,193,724 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
Loyola University Chicago Defined Contribution Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Loyola University Chicago Defined Contribution Retirement Plan lands in the large band (2,922 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Loyola University Chicago Defined Contribution Retirement Plan reported net income fell from $127M in the plan year 2023 filing to $107M in the plan year 2024 filing.
- Loyola University Chicago Defined Contribution Retirement Plan end-of-year assets rose from $1.1B in the plan year 2023 filing to $1.2B in the plan year 2024 filing.
- Loyola University Chicago Defined Contribution Retirement Plan reported participants rose from 2,775 in the plan year 2023 filing to 2,922 in the plan year 2024 filing.
DOL schedule card
Filing strip 361408475 · Loyola University of Chicago Attn Benefits Department PY 2024 · Other
Loyola University Chicago Defined Contribution Retirement Plan · $1.2B · 2,922 · 99th
- BOOK $1.2B
- BOOK 2,922
- BOOK 99th
- BOOK Other
- BOOK near Ucar Retirement Plan
- BOOK ind #3573
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 Chicago Defined Contribution Retirement Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $1.1B |
|---|---|
| Net Assets (End of Year) | $1.2B |
| Net Income | $107M |
| Employer EIN | 361408475 |
| Plan Effective Date | 1970-07-01 |
| 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 Other Plans in Illinois
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwestern University Retirement Plan $4.4B · 9,328
- The University of Chicago Contributory Retirement Plan $3.8B · 5,144
- Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees $2.1B · 13,718
- The University of Chicago Supplemental Retirement Plan $1.9B · 8,635
- Rush University Medical Center 403(b) Retirement Savings Plan $1.8B · 13,592
Loyola University Chicago Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Ucar Retirement Plan in CO ($1.2B); by covered participants it is Upper Chesapeake Health 403(b) Savings Plan in MD (2,925 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.2B here).
- Ucar Retirement Plan (CO) $1.2B · 1,662
- Defined Contribution Retirement Plan for Faculty of the University of Miami (FL) $1.2B · 928
- Retirement Savings Plan for Employees of West Penn Allegheny Health System (PA) $1.2B · 7,174
- Howard University Savings Plan (DC) $1.2B · 6,543
Similar participant headcount
Nearest other-state filings by covered participants (2,922 participants); asset peers above are excluded.
- Upper Chesapeake Health 403(b) Savings Plan (MD) 2,925 · 3 off
- The Driscoll Children's Health Employer Matching and Retirement Plan (TX) 2,934 · 12 off
- University of San Francisco Voluntary Retirement Plan (CA) 2,889 · 33 off
- Metropolitan Jewish Health System, Inc. 403(b) Plan (NY) 2,956 · 34 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.