Other · DOL Form 5500 · 2024
The University of Chicago Medical Center Retirement Plan
Data updated 2026-08-25
- $739M
- Total assets Above avg plan size
- 8,469
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $87,293
- Avg per participant Below avg balance/head
Official DOL plan name: The University of Chicago Medical Center Retirement Income Plan for Employees · Sponsored by The University of Chicago Medical Center · Illinois · Healthcare & Social Assistance
$739M in assets, 8,469 participants
The University of Chicago Medical Center's The University of Chicago Medical Center Retirement Income Plan for Employees reported $739M in total assets and 8,469 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #16,576 in Healthcare & Social Assistance (16,916 peers)
Coverage in Illinois
The University of Chicago Medical Center Retirement Income Plan for Employees covers 8,469 participants in Illinois, 11x the typical Illinois plan (state average ~779 per filing). Assets: $739M.
- #16,576
- in Healthcare & Social Assistance (16,916 peers)
- +13.2%
- assets growth YoY
- 7.4×
- vs typical plan assets (national mean)
The University of Chicago Medical Center Retirement Income Plan for Employees's outsized position by total assets
The University of Chicago Medical Center Retirement Income Plan for Employees vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$739,281,695 Top 2% higher than 98% 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 Retirement Income Plan for Employees'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 University of Chicago Medical Center Retirement Income Plan for Employees lands in the large band (8,469 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The University of Chicago Medical Center Retirement Income Plan for Employees reported net income fell from $107M in the plan year 2023 filing to $86M in the plan year 2024 filing.
- The University of Chicago Medical Center Retirement Income Plan for Employees reported participants rose from 7,431 in the plan year 2023 filing to 8,469 in the plan year 2024 filing.
- The University of Chicago Medical Center Retirement Income Plan for Employees end-of-year assets rose from $653M in the plan year 2023 filing to $739M 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 Retirement Income Plan for Employees · $739M · 8,469 · 98th
- PHOTO $739M
- PHOTO 8,469
- PHOTO 98th
- PHOTO Other
- PHOTO near Albert Einstein Healthcare Network Retirement Savings Plan
- PHOTO ind #16576
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 Retirement Income Plan for Employees in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $653M |
|---|---|
| Net Assets (End of Year) | $739M |
| Net Income | $86M |
| Employer EIN | 363488183 |
| Plan Effective Date | 2017-01-01 |
| 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 Retirement Income Plan for Employees
The University of Chicago Medical Center Retirement Income Plan for Employees reports $739M in end-of-year assets across 8,469 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $87,293 per participant (63% of the national average assets-per-participant) . Net income for plan year 2024 was $86M.
This plan identity (EIN 363488183, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $546M to $739M (+35.3%) while covered participants moved from 5,988 to 8,469 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,988 | $546M | Open filing |
| 2023 | 7,431 | $653M | Open filing |
| 2024 · index core | 8,469 | $739M | This page |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- The University of Chicago Medical Center Supplemental Retirement Annuity Plan (Other, $498M, 11,715 participants)
- The University of Chicago Medical Center Contributory Retirement Plan (Other, $310M, 1,585 participants)
The University of Chicago Medical Center Retirement Income Plan for Employees's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Albert Einstein Healthcare Network Retirement Savings Plan in PA ($737M); by covered participants it is The Cooper Health System 403(b) Plan in NJ (8,416 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($739M here).
- Albert Einstein Healthcare Network Retirement Savings Plan (PA) $737M · 7,438
- St. Charles Health System, Inc. Retirement Plan (OR) $744M · 4,769
- Sharp Healthcare 403(b) Tax Deferred Retirement Plan (CA) $744M · 19,842
- Yeshiva University Retirement Income Plan (Basic Plan) (NY) $734M · 2,092
Similar participant headcount
Nearest other-state filings by covered participants (8,469 participants); asset peers above are excluded.
- The Cooper Health System 403(b) Plan (NJ) 8,416 · 53 off
- Accra Care 403(b) Plan (MN) 8,399 · 70 off
- Caltech Voluntary Retirement Plan (CA) 8,554 · 85 off
- Munson 403(b) Plan (MI) 8,308 · 161 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.