Profit Sharing
2024 plan-year Profit Sharing DOL Form 5500

The University of Chicago Medical Center Supplemental Retirement Annuity Plan

ERISA Form 5500 plan record drawn from DOL EBSA β€” verify with linked source filings below.

Sponsored by The University of Chicago Medical Center Β· Illinois Β· Healthcare & Social Assistance

What the 2023 filing shows

The University of Chicago Medical Center Supplemental Retirement Annuity Plan holds $498M for 11,715 participants - about $42,503 per participant, up 15.1% over the 2024 plan year.

$498M
total plan assets (2024 EOY)
11,715
covered participants
$42,503
avg assets per participant
+15.1%
assets growth YoY
Total Assets (2023)
$498M
Participants
11,715
State
Industry
Healthcare & Social Assistance

What the Filing Says About The University of Chicago Medical Center Supplemental Retirement Annuity Plan

The University of Chicago Medical Center Supplemental Retirement Annuity Plan is a Profit Sharing retirement plan sponsored by The University of Chicago Medical Center, headquartered in Illinois. As of the 2024 Form 5500 filing, the plan reports $498M in total end-of-year assets and covers 11,715 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 363488183, and the plan has been effective since 1987-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $432M at the beginning of 2024 to $498M at year-end β€” a gain of 15.1%. Net assets (after liabilities) closed the year at $498M, with reported net income of $65M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows β€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$432M
Total Assets (End of Year)$498M
Net Assets (End of Year)$498M
Net Income$65M
Plan TypeProfit Sharing
Employer EIN363488183
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The University of Chicago Medical Center)

Year Plans Participants Total Assets
2022 3 11,099 $1.1B
2023 3 19,983 $1.4B
2024 3 21,769 $1.5B

Nearby Profit Sharing Plans in Illinois

Peer Profit Sharing plans β€” same state, same plan type β€” ranked by total assets.

Frequently Asked Questions

How much money is in the The University of Chicago Medical Center Supplemental Retirement Annuity Plan?
As of the 2024 Form 5500 filing, The University of Chicago Medical Center Supplemental Retirement Annuity Plan holds $498M in total assets with 11,715 participants. It is sponsored by The University of Chicago Medical Center.
What type of plan is The University of Chicago Medical Center Supplemental Retirement Annuity Plan?
The University of Chicago Medical Center Supplemental Retirement Annuity Plan is a Profit Sharing plan. It has been effective since 1987-01-01. The plan is filed with the U.S. Department of Labor under EIN 363488183.
Who sponsors the The University of Chicago Medical Center Supplemental Retirement Annuity Plan?
The University of Chicago Medical Center Supplemental Retirement Annuity Plan is sponsored by The University of Chicago Medical Center, located in Illinois. The sponsor's EIN is 363488183 and the plan operates in the Healthcare & Social Assistance industry.
How did The University of Chicago Medical Center Supplemental Retirement Annuity Plan perform in 2024?
The University of Chicago Medical Center Supplemental Retirement Annuity Plan grew by 15.1% during 2024, moving from $432M to $498M in total assets. Net income was $65M.
Where can I find official filings for The University of Chicago Medical Center Supplemental Retirement Annuity Plan?
Official Form 5500 filings for The University of Chicago Medical Center Supplemental Retirement Annuity Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 363488183 or plan name at efast.dol.gov.
How does The University of Chicago Medical Center Supplemental Retirement Annuity Plan compare to other plans?
You can compare The University of Chicago Medical Center Supplemental Retirement Annuity Plan against other Profit Sharing plans on the plan type page, or view plans in Illinois on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) β€” original filing retrieval by EIN 363488183.

Reference: IRS Publication 560 β€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B β€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.