Defined Benefit (Pension) · DOL Form 5500 · 2024
The University of Chicago Pension Plan
Data updated 2026-08-25
- $1.3B
- Total assets Very large vs avg
- 9,810
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $131,046
- Avg per participant Near avg balance/head
Official DOL plan name: The University of Chicago Retirement Income Plan · Sponsored by The University of Chicago · Illinois · Educational Services
$1.3B in assets, 9,810 participants
The University of Chicago's The University of Chicago Retirement Income Plan reported $1.3B in total assets and 9,810 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- #3,578 in Educational Services (3,638 peers)
Coverage in Illinois
The University of Chicago Retirement Income Plan covers 9,810 participants in Illinois, 13x the typical Illinois plan (state average ~779 per filing). Assets: $1.3B.
- #3,578
- in Educational Services (3,638 peers)
- +9.7%
- assets growth YoY
- 13×
- vs typical plan assets (national mean)
The University of Chicago Retirement Income Plan's outsized position by total assets
The University of Chicago Retirement Income Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,285,562,553 Top 1% higher than 99% 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 Retirement Income 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 Retirement Income Plan lands in the large band (9,810 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The University of Chicago Retirement Income Plan reported net income fell from $153M in the plan year 2023 filing to $114M in the plan year 2024 filing.
- The University of Chicago Retirement Income Plan reported participants rose from 8,906 in the plan year 2023 filing to 9,810 in the plan year 2024 filing.
- The University of Chicago Retirement Income Plan end-of-year assets rose from $1.2B in the plan year 2023 filing to $1.3B 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 Retirement Income Plan · $1.3B · 9,810 · 99th
- BOOK $1.3B
- VS-ST 9,810
- BOY 99th
- SCH Defined Benefit (Pension)
- EBSA near Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan
- PART ind #3578
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 Retirement Income Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $1.2B |
|---|---|
| Net Assets (End of Year) | $1.3B |
| Net Income | $114M |
| Employer EIN | 362177139 |
| Plan Effective Date | 1953-01-01 |
| 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
Scale composition for The University of Chicago Retirement Income Plan
The University of Chicago Retirement Income Plan reports $1.3B in end-of-year assets across 9,810 participants (0.010% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $131,046 per participant (95% of the national average assets-per-participant) . Net income for plan year 2024 was $114M.
This plan identity (EIN 362177139, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.0B to $1.3B (+26.3%) while covered participants moved from 8,512 to 9,810 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,512 | $1.0B | Open filing |
| 2023 | 8,906 | $1.2B | Open filing |
| 2024 · index core | 9,810 | $1.3B | This page |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- The University of Chicago Contributory Retirement Plan (Other, $3.8B, 5,144 participants)
- The University of Chicago Supplemental Retirement Plan (Other, $1.9B, 8,635 participants)
- The University of Chicago Pension Plan for Staff Employees (Defined Benefit (Pension), $305M, 4,978 participants)
The University of Chicago Retirement Income Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan in CO ($1.3B); by covered participants it is California Ironworkers Field Pension Trust in CA (9,792 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.3B here).
- Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan (CO) $1.3B · 38,340
- Umass Memorial Health Care Pension Plan (MA) $1.3B · 9,506
- Eighth District Electrical Pension Fund (NV) $1.3B · 10,468
- Colgate-Palmolive Company Employees' Retirement Income Plan (NY) $1.3B · 1,330
Similar participant headcount
Nearest other-state filings by covered participants (9,810 participants); asset peers above are excluded.
- California Ironworkers Field Pension Trust (CA) 9,792 · 18 off
- Michigan Laborers' Pension Plan (MI) 9,786 · 24 off
- Ameren Retirement Plan (MO) 9,760 · 50 off
- Western Conference of Teamsters Supp Benefit Plan (CA) 9,871 · 61 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.