Defined Benefit (Pension) · DOL Form 5500 · 2024
University of Notre Dame Du Lac Pension Plan
Data updated 2026-08-11
- $224M
- Total assets
- 1,283
- Participants
- 95th
- Percentile by assets
- $174,901
- Avg per participant
Official DOL plan name: University of Notre Dame Employees' Pension Plan · Sponsored by University of Notre Dame Du Lac · Indiana · Educational Services
$224M in assets, 1,283 participants
University of Notre Dame Du Lac's University of Notre Dame Employees' Pension Plan reported $224M in total assets and 1,283 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- 95th percentile by assets (of 123,622 plans)
- #3,319 in Educational Services (3,638 peers)
Coverage in Indiana
University of Notre Dame Employees' Pension Plan covers 1,283 participants in Indiana, 2.4x the typical Indiana plan (state average ~541 per filing). Assets: $224M.
- $224M
- total plan assets (2024 EOY)
- 1,283
- covered participants
- 95th
- percentile by assets (of 123,622 plans)
- $174,901
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- University of Notre Dame Employees' Pension Plan reported net income rose from $15M in the plan year 2023 filing to $18M in the plan year 2024 filing.
- University of Notre Dame Employees' Pension Plan reported participants fell from 1,396 in the plan year 2023 filing to 1,283 in the plan year 2024 filing.
- University of Notre Dame Employees' Pension Plan end-of-year assets rose from $210M in the plan year 2023 filing to $224M in the plan year 2024 filing.
Participants vs Indiana filers
In Indiana, the average filing covers about 541 participants across 2,302 plans. University of Notre Dame Employees' Pension Plan reports 1,283 participants - 2.4x that state average ($224M EOY assets).
Indiana filing particulars
| Total Assets (Beginning of Year) | $210M |
|---|---|
| Net Assets (End of Year) | $224M |
| Net Income | $18M |
| Employer EIN | 350868188 |
| Plan Effective Date | 1961-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University of Notre Dame Du Lac)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 10,692 | $2.3B |
| 2023 | 2 | 11,365 | $2.6B |
| 2024 | 2 | 12,203 | $2.8B |
Nearby Defined Benefit (Pension) Plans in Indiana
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
University of Notre Dame Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
- The Lilly Retirement Plan $11.8B · 19,897
- Cummins Pension Plan $3.2B · 30,640
- Indiana Laborers Pension Fund $1.8B · 11,039
- Elevance Health Cash Balance Plan a $1.2B · 7,552
- Nisource Pension Plan $1.0B · 2,133
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to University of Notre Dame Employees' Pension Plan by total assets, not by location.
- Pension Plan for Hourly Paid Employees of the Gallo Glass Company (CA) $224M · 313
- The Chambersburg Hospital Pension Plan for Union Represented Employees (PA) $224M · 1,131
- Alstom Transportation Retirement Plan (PA) $224M · 924
- Retirement Plan for Employees of Ocean Spray Cranberries, Inc. (MA) $225M · 245
Frequently Asked Questions
How did University of Notre Dame Employees' Pension Plan assets move in 2024? ▼
How have University of Notre Dame Du Lac plan assets changed over time? ▼
Where does University of Notre Dame Employees' Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to University of Notre Dame Employees' Pension Plan? ▼
Next read for University of Notre Dame Employees' Pens…
Filing takeaways
Ways to act on University of Notre Dame Employees' Pension Plan's numbers.
- By total assets, University of Notre Dame Employees' Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Indiana. Compare plans
- University of Notre Dame Du Lac's sponsor-wide assets have grown 25.2% since 2022 across 3 plan years on file. More Educational Services plans