Other · DOL Form 5500 · 2024
Uchicago Medicine Network, Inc. Retirement Plan
Data updated 2026-08-25
- $166M
- Total assets Near avg plan size
- 3,235
- Participants Above avg headcount
- 93rd
- Percentile by assets National rank
- $51,277
- Avg per participant Low balance/head
Official DOL plan name: Ingalls Health System Smart Money Retirement Plan · Sponsored by Uchicago Medicine Network, Inc. · Illinois · Other Services
$166M in assets, 3,235 participants
Uchicago Medicine Network, Inc.'s Ingalls Health System Smart Money Retirement Plan reported $166M in total assets and 3,235 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #7,561 in Other Services (7,719 peers)
Coverage in Illinois
Ingalls Health System Smart Money Retirement Plan covers 3,235 participants in Illinois, 4.2x the typical Illinois plan (state average ~779 per filing). Assets: $166M.
- #7,561
- in Other Services (7,719 peers)
- +11.9%
- assets growth YoY
- 1.7×
- vs typical plan assets (national mean)
Ingalls Health System Smart Money Retirement Plan's outsized position by total assets
Ingalls Health System Smart Money Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$165,881,533 Top 7% higher than 93% 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
Ingalls Health System Smart Money Retirement 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. Ingalls Health System Smart Money Retirement Plan lands in the large band (3,235 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ingalls Health System Smart Money Retirement Plan reported participants rose from 1,852 in the plan year 2023 filing to 3,235 in the plan year 2024 filing.
- Ingalls Health System Smart Money Retirement Plan reported net income rose from $15M in the plan year 2023 filing to $18M in the plan year 2024 filing.
- Ingalls Health System Smart Money Retirement Plan end-of-year assets rose from $148M in the plan year 2023 filing to $166M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 362170866 · Uchicago Medicine Network, Inc. PY 2024 · Other
Ingalls Health System Smart Money Retirement Plan · $166M · 3,235 · 93rd
- EIN $166M
- RANK 3,235
- PHOTO 93rd
- IND Other
- EOY near Environmental Defense Fund Retirement Savings Plan
- 5500 ind #7561
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 Other Services retirement plans → · Plans in Illinois →
Ingalls Health System Smart Money Retirement Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $148M |
|---|---|
| Net Assets (End of Year) | $166M |
| Net Income | $18M |
| Employer EIN | 362170866 |
| Plan Effective Date | 1991-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Uchicago Medicine Network, Inc.)
Sponsor-wide plan assets over time
All Uchicago Medicine Network, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $203M 20.46121305032908% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,677 | $168M |
| 2023 | 2 | 2,342 | $184M |
| 2024 | 2 | 3,633 | $203M |
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
Ingalls Health System Smart Money Retirement Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Environmental Defense Fund Retirement Savings Plan in NY ($165M); by covered participants it is Blanchard Valley Health System 403(b) Plan in OH (3,252 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($166M here).
Similar participant headcount
Nearest other-state filings by covered participants (3,235 participants); asset peers above are excluded.
- Blanchard Valley Health System 403(b) Plan (OH) 3,252 · 17 off
- Wake Forest University Retirement Plan (NC) 3,215 · 20 off
- Nrel 403(b) Employee Savings Plan (CO) 3,207 · 28 off
- San Diego State University Foundation Defined Contribution Retirement Plan (CA) 3,273 · 38 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.