Defined Benefit (Pension) · DOL Form 5500 · 2024
Rush University Medical Center Pension Plan
Data updated 2026-08-25
- $879M
- Total assets Above avg plan size
- 8,788
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $100,025
- Avg per participant Below avg balance/head
Official DOL plan name: Rush Retirement Plan · Sponsored by Rush University Medical Center · Illinois · Healthcare & Social Assistance
$879M in assets, 8,788 participants
Rush University Medical Center's Rush Retirement Plan reported $879M in total assets and 8,788 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.
- #16,640 in Healthcare & Social Assistance (16,916 peers)
Coverage in Illinois
Rush Retirement Plan covers 8,788 participants in Illinois, 11x the typical Illinois plan (state average ~779 per filing). Assets: $879M.
- #16,640
- in Healthcare & Social Assistance (16,916 peers)
- -4.0%
- assets change YoY
- 8.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $37M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Rush Retirement Plan's outsized position by total assets
Rush Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$879,023,883 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
Rush 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. Rush Retirement Plan lands in the large band (8,788 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Rush Retirement Plan reported net income fell from $44M in the plan year 2023 filing to -$37M in the plan year 2024 filing.
- Rush Retirement Plan reported participants fell from 10,468 in the plan year 2023 filing to 8,788 in the plan year 2024 filing.
- Rush Retirement Plan end-of-year assets fell from $916M in the plan year 2023 filing to $879M in the plan year 2024 filing.
DOL schedule card
Filing strip 362174823 · Rush University Medical Center PY 2024 · Defined Benefit (Pension)
Rush Retirement Plan · $879M · 8,788 · 98th
- 5500 $879M
- 5500 8,788
- 5500 98th
- 5500 Defined Benefit (Pension)
- 5500 near Swedish Health Services Pension Plan
- 5500 ind #16640
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 →
Rush Retirement Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $916M |
|---|---|
| Net Assets (End of Year) | $879M |
| Net Income | -$37M |
| Employer EIN | 362174823 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rush University Medical Center)
Sponsor-wide plan assets over time
All Rush University Medical Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.7B 28.34006621747433% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 21,268 | $2.1B |
| 2023 | 2 | 23,443 | $2.4B |
| 2024 | 2 | 22,380 | $2.7B |
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
Scale composition for Rush Retirement Plan
Rush Retirement Plan reports $879M in end-of-year assets across 8,788 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $100,025 per participant (72% of the national average assets-per-participant) . Net income for plan year 2024 was -$37M.
This plan identity (EIN 362174823, plan #006) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $872M to $879M (+0.8%) while covered participants moved from N/A to 8,788 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | N/A | $872M | Open filing |
| 2023 | 10,468 | $916M | Open filing |
| 2024 · index core | 8,788 | $879M | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Rush University Medical Center 403(b) Retirement Savings Plan (Other, $1.8B, 13,592 participants)
Rush Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is Swedish Health Services Pension Plan in WA ($875M); by covered participants it is Frontier Communications Pension Plan in CT (8,761 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($879M here).
- Swedish Health Services Pension Plan (WA) $875M · 1,550
- Curtiss Wright Corporation Retirement Plan (NJ) $873M · 1,625
- Kimberly-Clark Corporation Pension Plan (WI) $872M · 1,522
- Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund (PA) $872M · 4,402
Similar participant headcount
Nearest other-state filings by covered participants (8,788 participants); asset peers above are excluded.
- Frontier Communications Pension Plan (CT) 8,761 · 27 off
- U. S. Retirement Plan (NJ) 8,869 · 81 off
- Pfizer Consolidated Pension Plan (NY) 8,876 · 88 off
- Locals 302 & 612 of the Iuoe - Employers Construction Industry Retirement Plan (WA) 8,695 · 93 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.