Other · DOL Form 5500 · 2024
The Barack Obama Foundation Retirement Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 276
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $82,748
- Avg per participant Below avg balance/head
Official DOL plan name: The Barack Obama Foundation 403(b) Plan · Sponsored by The Barack Obama Foundation · Illinois · Arts, Entertainment & Recreation
$23M in assets, 276 participants
The Barack Obama Foundation's The Barack Obama Foundation 403(b) Plan reported $23M in total assets and 276 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.
- #2,441 in Arts, Entertainment & Recreation (2,921 peers)
Coverage in Illinois
The Barack Obama Foundation 403(b) Plan covers 276 participants in Illinois, about 35% of the average Illinois filer (state average ~779 per filing). Assets: $23M.
- #2,441
- in Arts, Entertainment & Recreation (2,921 peers)
- +38.2%
- assets growth YoY
The Barack Obama Foundation 403(b) Plan's outsized position by total assets
The Barack Obama Foundation 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$22,838,541 Top 27% higher than 73% 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
The Barack Obama Foundation 403(b) 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. The Barack Obama Foundation 403(b) Plan sits mid-pack in the medium band (276 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Barack Obama Foundation 403(b) Plan end-of-year assets rose from $17M in the plan year 2023 filing to $23M in the plan year 2024 filing.
- The Barack Obama Foundation 403(b) Plan reported participants rose from 222 in the plan year 2023 filing to 276 in the plan year 2024 filing.
- The Barack Obama Foundation 403(b) Plan reported net income rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 464950751 · The Barack Obama Foundation PY 2024 · Other
The Barack Obama Foundation 403(b) Plan · $23M · 276 · 73rd
- TYPE $23M
- NET 276
- BOOK 73rd
- VS-ST Other
- BOY near Oxfam America 403(b) Plan
- SCH ind #2441
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 →
The Barack Obama Foundation 403(b) Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $6M |
| Employer EIN | 464950751 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Barack Obama Foundation)
Sponsor-wide plan assets over time
All The Barack Obama Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 113.45811336583638% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 150 | $11M |
| 2023 | 1 | 222 | $17M |
| 2024 | 1 | 276 | $23M |
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
The Barack Obama Foundation 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Oxfam America 403(b) Plan in MA ($23M); by covered participants it is 403(b) Thrift Plan of Central Association for the Blind,Inc. in NY (276 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
- Oxfam America 403(b) Plan (MA) $23M · 230
- The Bay School of San Francisco DC Retirement Plan (CA) $23M · 103
- Lyrasis PA 403(b) DC Plan (GA) $23M · 81
- Edward M. Kennedy Community Health Center, Inc. 403(b) Plan (MA) $23M · 432
Similar participant headcount
Nearest other-state filings by covered participants (276 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.