Other · DOL Form 5500 · 2024
The University of Chicago Medical Center Retirement Plan
Data updated 2026-08-25
- $498M
- Total assets Above avg plan size
- 11,715
- Participants Very large workforce
- 97th
- Percentile by assets National rank
- $42,503
- Avg per participant Low balance/head
Official DOL plan name: The University of Chicago Medical Center Supplemental Retirement Annuity Plan · Sponsored by The University of Chicago Medical Center · Illinois · Healthcare & Social Assistance
$498M in assets, 11,715 participants
The University of Chicago Medical Center's The University of Chicago Medical Center Supplemental Retirement Annuity Plan reported $498M in total assets and 11,715 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #16,451 in Healthcare & Social Assistance (16,916 peers)
Coverage in Illinois
The University of Chicago Medical Center Supplemental Retirement Annuity Plan covers 11,715 participants in Illinois, 15x the typical Illinois plan (state average ~779 per filing). Assets: $498M.
- #16,451
- in Healthcare & Social Assistance (16,916 peers)
- +15.1%
- assets growth YoY
- 5.0×
- vs typical plan assets (national mean)
The University of Chicago Medical Center Supplemental Retirement Annuity Plan's outsized position by total assets
The University of Chicago Medical Center Supplemental Retirement Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$497,926,187 Top 3% higher than 97% 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 University of Chicago Medical Center Supplemental Retirement Annuity Plan's mega-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 University of Chicago Medical Center Supplemental Retirement Annuity Plan is a mega filing (11,715 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The University of Chicago Medical Center Supplemental Retirement Annuity Plan reported net income fell from $88M in the plan year 2023 filing to $65M in the plan year 2024 filing.
- The University of Chicago Medical Center Supplemental Retirement Annuity Plan end-of-year assets rose from $432M in the plan year 2023 filing to $498M in the plan year 2024 filing.
- The University of Chicago Medical Center Supplemental Retirement Annuity Plan reported participants rose from 10,942 in the plan year 2023 filing to 11,715 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 363488183 · The University of Chicago Medical Center PY 2024 · Other
The University of Chicago Medical Center Supplemental Retirement Annuity Plan · $498M · 11,715 · 97th
- RANK $498M
- RANK 11,715
- RANK 97th
- RANK Other
- RANK near Electrical Workers Local 369 Retirement Fund
- RANK ind #16451
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 Healthcare & Social Assistance retirement plans → · Plans in Illinois →
The University of Chicago Medical Center Supplemental Retirement Annuity Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $432M |
|---|---|
| Net Assets (End of Year) | $498M |
| Net Income | $65M |
| Employer EIN | 363488183 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The University of Chicago Medical Center)
Sponsor-wide plan assets over time
All The University of Chicago Medical Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.5B 38.56553973564949% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 11,099 | $1.1B |
| 2023 | 3 | 19,983 | $1.4B |
| 2024 | 3 | 21,769 | $1.5B |
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
Scale composition for The University of Chicago Medical Center Supplemental Retirement Annuity Plan
The University of Chicago Medical Center Supplemental Retirement Annuity Plan reports $498M in end-of-year assets across 11,715 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $42,503 per participant (31% of the national average assets-per-participant) . Net income for plan year 2024 was $65M.
This plan identity (EIN 363488183, plan #007) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $345M to $498M (+44.5%) while covered participants moved from 3,665 to 11,715 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 3,665 | $345M | Open filing |
| 2023 | 10,942 | $432M | Open filing |
| 2024 · index core | 11,715 | $498M | This page |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- The University of Chicago Medical Center Retirement Income Plan for Employees (Other, $739M, 8,469 participants)
- The University of Chicago Medical Center Contributory Retirement Plan (Other, $310M, 1,585 participants)
The University of Chicago Medical Center Supplemental Retirement Annuity Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Electrical Workers Local 369 Retirement Fund in KY ($499M); by covered participants it is Tower Health 403(b) Plan in PA (11,699 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($498M here).
- Electrical Workers Local 369 Retirement Fund (KY) $499M · 3,367
- Bentley University Retirement Plan (MA) $500M · 1,230
- Northbay Healthcare 403(b) Retirement Plan (CA) $501M · 2,655
- Solutionhealth & Elliot Health System 403(b) Savings Plan (NH) $494M · 4,668
Similar participant headcount
Nearest other-state filings by covered participants (11,715 participants); asset peers above are excluded.
- Tower Health 403(b) Plan (PA) 11,699 · 16 off
- Board of Electrical Workers Local #26 I.a. Individual Account Plan (MD) 11,691 · 24 off
- Shands Healthcare Matched Savings Account 403(b) (FL) 11,793 · 78 off
- Presbyterian Healthcare Services 403(b) Plan (NM) 11,856 · 141 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.