Defined Benefit (Pension) · DOL Form 5500 · 2024

The University of Chicago Pension Plan

Data updated 2026-08-06

$305M
Total assets: 4,978
Participants: 96th
Percentile by assets: $61,215
Avg per participant

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.

96th percentile by assets (of 116,472 plans)
#2,731 in Educational Services (2,960 peers)

Coverage in Illinois

The University of Chicago Pension Plan for Staff Employees covers 4,978 participants in Illinois, 6.5x the typical Illinois plan (state average ~768 per filing). Assets: $305M.

$305M
total plan assets (2024 EOY): 4,978
covered participants: 96th
percentile by assets (of 116,472 plans): $61,215
avg assets per participant

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 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.

See the national 2023→2024 release diff →

State

Illinois

Industry

Educational Services

Participants vs Illinois filers

In Illinois, the average filing covers about 768 participants across 5,440 plans. The University of Chicago Pension Plan for Staff Employees reports 4,978 participants - 6.5x that state average ($305M EOY assets).

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)

Total plan assets by year, all The University of Chicago plans on file

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.

The University of Chicago Pension Plan for Staff Employees vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants

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
Exelon Corporation Retirement Program $6.1B · 8,898

Compare The University of Chicago Pension Plan f… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to The University of Chicago Pension Plan for Staff Employees by total assets, not by location.

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

Frequently Asked Questions

How did The University of Chicago Pension Plan for Staff Employees assets move in 2024? ▼

The University of Chicago Pension Plan for Staff Employees pulled back noticeably - down 6.2% during 2024, from $325M to $305M. Reported net income was -$21M.

How have The University of Chicago plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), The University of Chicago's sponsor-wide assets grew 25.2%, from $5.9B to $7.4B.

Where does The University of Chicago Pension Plan for Staff Employees rank by assets among Form 5500 filers? ▼

The University of Chicago Pension Plan for Staff Employees ranks in the 96th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to The University of Chicago Pension Plan for Staff Employees? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Connecticut Plumbers & Pipefitters Pension Plan in CT ($304M, 964 participants).

Next read for The University of Chicago Pension Plan f…

Filing takeaways

Ways to act on The University of Chicago Pension Plan for Staff Employees's numbers.

By total assets, The University of Chicago Pension Plan for Staff Employees ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Illinois. Compare plans
The University of Chicago's sponsor-wide assets have grown 25.2% since 2022 across 3 plan years on file. More Educational Services plans

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 362177139.