Defined Benefit (Pension) · DOL Form 5500 · 2024
University of Notre Dame Du Lac Pension Plan
Data updated 2026-08-25
- $224M
- Total assets Near avg plan size
- 1,283
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $174,901
- Avg per participant Above avg balance/head
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.
- #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.
- #3,319
- in Educational Services (3,638 peers)
- +7.1%
- assets growth YoY
- 2.3×
- vs typical plan assets (national mean)
University of Notre Dame Employees' Pension Plan's outsized position by total assets
University of Notre Dame Employees' Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$224,397,946 Top 5% higher than 95% 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
University of Notre Dame Employees' Pension 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. University of Notre Dame Employees' Pension Plan lands in the large band (1,283 participants).
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.
DOL schedule card
Filing strip 350868188 · University of Notre Dame Du Lac PY 2024 · Defined Benefit (Pension)
University of Notre Dame Employees' Pension Plan · $224M · 1,283 · 95th
- EIN $224M
- EIN 1,283
- EIN 95th
- EIN Defined Benefit (Pension)
- EIN near Pension Plan for Hourly Paid Employees of the Gallo Glass Company
- EIN ind #3319
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 Indiana →
University of Notre Dame Employees' Pension Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All University of Notre Dame Du Lac plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.8B 25.239498409370654% vs 2022
- 2024 filing year
| 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.
- 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
University of Notre Dame Employees' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Indiana, the nearest Defined Benefit (Pension) by assets is Pension Plan for Hourly Paid Employees of the Gallo Glass Company in CA ($224M); by covered participants it is Altru Health System Cash Balance Plan in ND (1,282 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($224M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,283 participants); asset peers above are excluded.
- Altru Health System Cash Balance Plan (ND) 1,282 · 1 off
- Sidley Austin LLP Retirement Plan (IL) 1,285 · 2 off
- Bremer Retirement Plan (MN) 1,286 · 3 off
- Lennox International Inc. 2008 Consolidated Pension Plan (TX) 1,280 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.