401(k) · DOL Form 5500 · 2024
The Options Clearing Corporation 401(k) Plan
Data updated 2026-08-25
- $320M
- Total assets Above avg plan size
- 1,067
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $300,247
- Avg per participant High balance/head
Official DOL plan name: The Options Clearing Corporation Retirement Savings Plan · Sponsored by The Options Clearing Corporation · Illinois · Finance & Insurance
$320M in assets, 1,067 participants
The Options Clearing Corporation's The Options Clearing Corporation Retirement Savings Plan reported $320M in total assets and 1,067 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #7,974 in Finance & Insurance (8,549 peers)
Where The Options Clearing Corporation Retirement Savings Plan sits by assets
The Options Clearing Corporation Retirement Savings Plan sits in the top 5% of all filed plans by assets, $320M for 1,067 participants (~$300,247/participant), up 21.6% in 2024.
- #7,974
- in Finance & Insurance (8,549 peers)
- +21.6%
- assets growth YoY
- 3.2×
- vs typical plan assets (national mean)
The Options Clearing Corporation Retirement Savings Plan's outsized position by total assets
The Options Clearing Corporation Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$320,363,176 Top 4% higher than 96% 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 Options Clearing Corporation Retirement Savings 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. The Options Clearing Corporation Retirement Savings Plan lands in the large band (1,067 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Options Clearing Corporation Retirement Savings Plan end-of-year assets rose from $263M in the plan year 2023 filing to $320M in the plan year 2024 filing.
- The Options Clearing Corporation Retirement Savings Plan reported participants rose from 887 in the plan year 2023 filing to 1,067 in the plan year 2024 filing.
- The Options Clearing Corporation Retirement Savings Plan reported net income rose from $49M in the plan year 2023 filing to $57M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 362756407 · The Options Clearing Corporation PY 2024 · 401(k)
The Options Clearing Corporation Retirement Savings Plan · $320M · 1,067 · 96th
- SCH $320M
- SCH 1,067
- SCH 96th
- SCH 401(k)
- SCH near Medical Associates Clinic P. C. 401(k) Profit Sharing Plan
- SCH ind #7974
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 Finance & Insurance retirement plans → · Plans in Illinois →
The Options Clearing Corporation Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $263M |
|---|---|
| Net Assets (End of Year) | $320M |
| Net Income | $57M |
| Employer EIN | 362756407 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Options Clearing Corporation)
Sponsor-wide plan assets over time
All The Options Clearing Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $345M 4.325909381253746% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 867 | $331M |
| 2023 | 2 | 946 | $288M |
| 2024 | 2 | 1,122 | $345M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
The Options Clearing Corporation Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Medical Associates Clinic P. C. 401(k) Profit Sharing Plan in IA ($320M); by covered participants it is Adient Production Employees Savings and Investment (401(k)) Plan in MI (1,067 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($320M here).
- Medical Associates Clinic P. C. 401(k) Profit Sharing Plan (IA) $320M · 1,085
- Linquest 401(k) and Profit Sharing Plan (CA) $320M · 1,601
- Amc Networks 401(k) Savings Plan (NY) $320M · 1,080
- Employees' Thrift Plan of Citgo Petroleum Corporation (TX) $320M · 1,809
Similar participant headcount
Nearest other-state filings by covered participants (1,067 participants); asset peers above are excluded.
- Adient Production Employees Savings and Investment (401(k)) Plan (MI) 1,067 · 0 off
- Duininck Companies 401(k) Plan (MN) 1,067 · 0 off
- Flatiron Health, Inc. Retirement Trust (NY) 1,067 · 0 off
- Strada Education Foundation, Inc. Savings Investment Plan (IN) 1,067 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.