Defined Benefit (Pension) · DOL Form 5500 · 2024
The University of Chicago Pension Plan
Data updated 2026-08-11
- $1.3B
- Total assets
- 9,810
- Participants
- 99th
- Percentile by assets
- $131,046
- Avg per participant
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.
- 99th percentile by assets (of 123,622 plans)
- #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.
- $1.3B
- total plan assets (2024 EOY)
- 9,810
- covered participants
- 99th
- percentile by assets (of 123,622 plans)
- $131,046
- avg assets per participant
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.
Participants vs Illinois filers
In Illinois, the average filing covers about 779 participants across 5,745 plans. The University of Chicago Retirement Income Plan reports 9,810 participants - 13x that state average ($1.3B EOY assets).
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)
| 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 Retirement Income Plan 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
- 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)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to The University of Chicago Retirement Income Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did The University of Chicago Retirement Income Plan assets move in 2024? ▼
How have The University of Chicago plan assets changed over time? ▼
Where does The University of Chicago Retirement Income Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to The University of Chicago Retirement Income Plan? ▼
Next read for The University of Chicago Retirement Inc…
Filing takeaways
Ways to act on The University of Chicago Retirement Income Plan's numbers.
- By total assets, The University of Chicago Retirement Income Plan ranks among the largest 1% of all filed plans. 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