Defined Benefit (Pension) · DOL Form 5500 · 2024

The Options Clearing Corporation Pension Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
55
Participants Small participant base
74th
Percentile by assets National rank
$451,541
Avg per participant High balance/head
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Official DOL plan name: The Options Clearing Corporation Retirement Plan · Sponsored by The Options Clearing Corporation · Illinois · Finance & Insurance

$25M in assets, 55 participants

The Options Clearing Corporation's The Options Clearing Corporation Retirement Plan reported $25M in total assets and 55 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #5,162 in Finance & Insurance (8,549 peers)

What the 2024 filing shows

The Options Clearing Corporation Retirement Plan holds $25M for 55 participants - about $451,541 per participant, above the median plan by assets.

#5,162
in Finance & Insurance (8,549 peers)
+0.1%
assets growth YoY

The Options Clearing Corporation Retirement Plan's outsized position by total assets

The Options Clearing Corporation Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$24,834,759 Top 26% higher than 74% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

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 Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Options Clearing Corporation Retirement Plan is a small filing (55 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Options Clearing Corporation Retirement Plan reported net income rose from -$91M in the plan year 2023 filing to $92K in the plan year 2024 filing.
  • The Options Clearing Corporation Retirement Plan reported participants fell from 59 in the plan year 2023 filing to 55 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 362756407 · The Options Clearing Corporation PY 2024 · Defined Benefit (Pension)

The Options Clearing Corporation Retirement Plan · $25M · 55 · 74th

  • PCT $25M
  • PCT 55
  • PCT 74th
  • PCT Defined Benefit (Pension)
  • PCT near Nwi Nashville, LLC Pension Plan
  • PCT ind #5162

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 Plan in the asset neighbourhood

Nwi Nashville, LLC Pension PlanNwi Nashville, LLC Pension P…$25MThe Options Clearing Corporation Retirement PlanThe Options Clearing Corpora…$25MAtapco Pension Plan$25MSun Federal Credit Union Defined Benefit Plan and TrustSun Federal Credit Union Def…$25MBradford Hospital Retirement PlanBradford Hospital Retirement…$25M
End-of-year total assets ($M) among The Options Clearing Corporation Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$25M
Net Income$92K
Employer EIN362756407
Plan Effective Date1979-01-01
Filing StatusFILING 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
$280M$300M$320M$340M$360M 202220232024 $331M $345M ▲ +4.3%
Year Plans Participants Total Assets
2022 2 867 $331M
2023 2 946 $288M
2024 2 1,122 $345M

Nearby Defined Benefit (Pension) Plans in Illinois

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

The Options Clearing Corporation Retirement Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -200204060 Total assets ($B) Participants The Options Clearing Corporation Retirement Plan, Total assets ($B): 0.024834759 · Participants: 55The Options Clearing Corporation Retirement PlanCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 48.22071058 · Participants: 36799Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 37.736369487 · Participants: 41619State Farm Insurance Companies Retirement Plan for United States EmployeesGE Healthcare Pension Plan, Total assets ($B): 13.74052931 · Participants: 5554GE Healthcare Pension PlanAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 8.591907247 · Participants: 17875Abbott Laboratories Annuity Retirement PlanUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 8.17675965 · Participants: 20984United Food & Commercial Workers Intl Union - Industry Pension Fund
The Options Clearing Corporation Retirement Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare The Options Clearing Corporation Retirement Plan side-by-side with 3 peers →

The Options Clearing Corporation Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Nwi Nashville, LLC Pension Plan in TN ($25M); by covered participants it is Pension Plan of Locals 794 & 819, I.a.T.S.E. in NY (55 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (55 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Options Clearing Corporation Retirement Plan assets move in 2024? ▼
The Options Clearing Corporation Retirement Plan held essentially flat - up 0.1% during 2024, from $25M to $25M. Reported net income was $92K.
How have The Options Clearing Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Options Clearing Corporation's sponsor-wide assets grew 4.3%, from $331M to $345M.
Which Defined Benefit (Pension) plans are similar in size to The Options Clearing Corporation Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Nwi Nashville, LLC Pension Plan in TN ($25M, 182 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Options Clearing Corporation Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan of Locals 794 & 819, I.a.T.S.E. in NY (55 participants, $75M in assets).

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) - original filing retrieval by EIN 362756407.

Read our methodology - how this data is sourced, computed, and verified.

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