Defined Benefit (Pension) · DOL Form 5500 · 2024
The University of Chicago Pension Plan
Data updated 2026-08-25
- $305M
- Total assets Above avg plan size
- 4,978
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $61,215
- Avg per participant Low balance/head
Official DOL plan name: The University of Chicago Pension Plan for Staff Employees · Sponsored by The University of Chicago · Illinois · Educational Services
$305M in assets, 4,978 participants
The University of Chicago's The University of Chicago Pension Plan for Staff Employees reported $305M in total assets and 4,978 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #3,392 in Educational Services (3,638 peers)
Coverage in Illinois
The University of Chicago Pension Plan for Staff Employees covers 4,978 participants in Illinois, 6.4x the typical Illinois plan (state average ~779 per filing). Assets: $305M.
- #3,392
- in Educational Services (3,638 peers)
- -6.2%
- assets change YoY
- 3.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $21M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The University of Chicago Pension Plan for Staff Employees's outsized position by total assets
The University of Chicago Pension Plan for Staff Employees vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$304,730,043 Top 4% higher than 96% 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 Pension Plan for Staff 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 Pension Plan for Staff Employees lands in the large band (4,978 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The University of Chicago Pension Plan for Staff Employees reported net income fell from $11M in the plan year 2023 filing to -$21M in the plan year 2024 filing.
- The University of Chicago Pension Plan for Staff Employees reported participants fell from 5,442 in the plan year 2023 filing to 4,978 in the plan year 2024 filing.
- The University of Chicago Pension Plan for Staff Employees end-of-year assets fell from $325M in the plan year 2023 filing to $305M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 362177139 · The University of Chicago PY 2024 · Defined Benefit (Pension)
The University of Chicago Pension Plan for Staff Employees · $305M · 4,978 · 96th
- NET $305M
- BOOK 4,978
- VS-ST 96th
- BOY Defined Benefit (Pension)
- SCH near Connecticut Plumbers & Pipefitters Pension Plan
- EBSA ind #3392
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 Educational Services retirement plans → · Plans in Illinois →
The University of Chicago Pension Plan for Staff Employees in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $325M |
|---|---|
| Net Assets (End of Year) | $304M |
| Net Income | -$21M |
| Employer EIN | 362177139 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The University of Chicago)
Sponsor-wide plan assets over time
All The University of Chicago plans reported in each filing year
- Latest sponsor-wide plan assets
- $7.4B 25.24666157804613% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 26,785 | $5.9B |
| 2023 | 4 | 27,398 | $6.7B |
| 2024 | 4 | 28,567 | $7.4B |
Nearby Defined Benefit (Pension) Plans in Illinois
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central States, Southeast & Southwest Areas Pension Plan $48.2B · 36,799
- State Farm Insurance Companies Retirement Plan for United States Employees $37.7B · 41,619
- GE Healthcare Pension Plan $13.7B · 5,554
- Abbott Laboratories Annuity Retirement Plan $8.6B · 17,875
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.2B · 20,984
The University of Chicago Pension Plan for Staff Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is Connecticut Plumbers & Pipefitters Pension Plan in CT ($304M); by covered participants it is Salt River Project Employees' Retirement Plan in AZ (4,989 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($305M here).
- Connecticut Plumbers & Pipefitters Pension Plan (CT) $304M · 964
- The Purdue Pharma L. P. Pension Plan (CT) $304M · 196
- Bass Retirement Plan (TX) $303M · 340
- General Dynamics Land Systems Pension Agreement (MI) $303M · 604
Similar participant headcount
Nearest other-state filings by covered participants (4,978 participants); asset peers above are excluded.
- Salt River Project Employees' Retirement Plan (AZ) 4,989 · 11 off
- Hii Newport News Shipbuilding, Inc. Retirement Plan (VA) 4,990 · 12 off
- The Queen's Health Systems Pension Plan (HI) 4,992 · 14 off
- Centerpoint Energy Retirement Plan (TX) 4,963 · 15 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.