Other · DOL Form 5500 · 2024
The University of Chicago Retirement Plan
Data updated 2026-08-25
- $3.8B
- Total assets Very large vs avg
- 5,144
- Participants Above avg headcount
- 100th
- Percentile by assets National rank
- $747,385
- Avg per participant High balance/head
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.
- #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.
- #3,618
- in Educational Services (3,638 peers)
- +10.0%
- assets growth YoY
- 39×
- vs typical plan assets (national mean)
The University of Chicago Contributory Retirement Plan's outsized position 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 Highest reported value at or above every one 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 Contributory 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. The University of Chicago Contributory Retirement Plan lands in the large band (5,144 participants).
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.
Plan-year Form 5500 strip
Filing strip 362177139 · The University of Chicago PY 2024 · Other
The University of Chicago Contributory Retirement Plan · $3.8B · 5,144 · 100th
- IND $3.8B
- EOY 5,144
- 5500 100th
- ASSETS Other
- PCT near Sentara 403(b) Savings Plan
- EIN ind #3618
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 Contributory Retirement Plan in the asset neighbourhood
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)
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 Other Plans in Illinois
Peer Other plans, same state, same plan type, ranked by total assets.
- 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)
The University of Chicago Contributory Retirement Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Sentara 403(b) Savings Plan in VA ($3.7B); by covered participants it is Weill Cornell Medical College Retirement Plan for Faculty and Exempt Employees in NY (5,142 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3.8B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (5,144 participants); asset peers above are excluded.
- Weill Cornell Medical College Retirement Plan for Faculty and Exempt Employees (NY) 5,142 · 2 off
- Syracuse University Noncontributory Retirement Plan (NY) 5,179 · 35 off
- John Muir Health 403b Plan (CA) 5,098 · 46 off
- Au Health System, Inc. 403(b) Retirement Savings Plan (GA) 5,098 · 46 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.