Other · DOL Form 5500 · 2024
The University of Chicago Retirement Plan
Data updated 2026-08-11
- $3.8B
- Total assets
- 5,144
- Participants
- 100th
- Percentile by assets
- $747,385
- Avg per participant
Official DOL plan name: The University of Chicago Contributory Retirement Plan · Sponsored by The University of Chicago · Illinois · Educational Services
$3.8B in assets, 5,144 participants
The University of Chicago's The University of Chicago Contributory Retirement Plan reported $3.8B in total assets and 5,144 participants in its 2024 DOL Form 5500 filing, ranking in the 100th 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.
- 100th percentile by assets (of 123,622 plans)
- #3,618 in Educational Services (3,638 peers)
Coverage in Illinois
The University of Chicago Contributory Retirement Plan covers 5,144 participants in Illinois, 6.6x the typical Illinois plan (state average ~779 per filing). Assets: $3.8B.
- $3.8B
- total plan assets (2024 EOY)
- 5,144
- covered participants
- 100th
- percentile by assets (of 123,622 plans)
- $747,385
- avg assets per participant
Where The University of Chicago Contributory Retirement Plan sits by total assets
The University of Chicago Contributory Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,844,546,742 Top 1% higher than 100% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The University of Chicago Contributory Retirement Plan reported net income fell from $441M in the plan year 2023 filing to $350M in the plan year 2024 filing.
- The University of Chicago Contributory Retirement Plan end-of-year assets rose from $3.5B in the plan year 2023 filing to $3.8B in the plan year 2024 filing.
- The University of Chicago Contributory Retirement Plan reported participants rose from 4,796 in the plan year 2023 filing to 5,144 in the plan year 2024 filing.
Participants vs Illinois filers
In Illinois, the average filing covers about 779 participants across 5,745 plans. The University of Chicago Contributory Retirement Plan reports 5,144 participants - 6.6x that state average ($3.8B EOY assets).
Illinois filing particulars
| Total Assets (Beginning of Year) | $3.5B |
|---|---|
| Net Assets (End of Year) | $3.8B |
| Net Income | $350M |
| Employer EIN | 362177139 |
| Plan Effective Date | 1922-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The University of Chicago)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 26,785 | $5.9B |
| 2023 | 4 | 27,398 | $6.7B |
| 2024 | 4 | 28,567 | $7.4B |
Nearby Other Plans in Illinois
Peer Other plans, same state, same plan type, ranked by total assets.
The University of Chicago Contributory Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants
- Northwestern University Retirement Plan $4.4B · 9,328
- 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
- Argonne National Laboratory 403(b) Employee Retirement Plan $1.7B · 3,981
Scale composition for The University of Chicago Contributory Retirement Plan
The University of Chicago Contributory Retirement Plan reports $3.8B in end-of-year assets across 5,144 participants (0.031% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.005% of 93,925,755 covered participants) - about $747,385 per participant (5.4x the national average assets-per-participant) . Net income for plan year 2024 was $350M.
This plan identity (EIN 362177139, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $3.1B to $3.8B (+25.9%) while covered participants moved from 4,552 to 5,144 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 4,552 | $3.1B | Open filing |
| 2023 | 4,796 | $3.5B | Open filing |
| 2024 · index core | 5,144 | $3.8B | This page |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- The University of Chicago Supplemental Retirement Plan (Other, $1.9B, 8,635 participants)
- The University of Chicago Retirement Income Plan (Defined Benefit (Pension), $1.3B, 9,810 participants)
- The University of Chicago Pension Plan for Staff Employees (Defined Benefit (Pension), $305M, 4,978 participants)
Similar-Sized Other Plans Nationally
Other plans in other states closest to The University of Chicago Contributory Retirement Plan by total assets, not by location.
- Sentara 403(b) Savings Plan (VA) $3.7B · 28,192
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan (NC) $3.6B · 19,745
- Nyu Langone Health 403(b) Plan (NY) $3.6B · 32,992
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan (PA) $3.6B · 43,405
Frequently Asked Questions
How did The University of Chicago Contributory Retirement Plan assets move in 2024? ▼
How have The University of Chicago plan assets changed over time? ▼
Where does The University of Chicago Contributory Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to The University of Chicago Contributory Retirement Plan? ▼
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Filing takeaways
Ways to act on The University of Chicago Contributory Retirement Plan's numbers.
- By total assets, The University of Chicago Contributory Retirement Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Other 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