401(k) · DOL Form 5500 · 2024

Chicago Historical Society 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
106
Participants Small participant base
47th
Percentile by assets National rank
$61,037
Avg per participant Low balance/head
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Official DOL plan name: Chicago Historical Society Defined Contribution Pension Pla · Sponsored by Chicago Historical Society · Illinois · Arts, Entertainment & Recreation

$6M in assets, 106 participants

Chicago Historical Society's Chicago Historical Society Defined Contribution Pension Pla reported $6M in total assets and 106 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.

  • #1,938 in Arts, Entertainment & Recreation (2,921 peers)

Coverage in Illinois

Chicago Historical Society Defined Contribution Pension Pla covers 106 participants in Illinois, about 14% of the average Illinois filer (state average ~779 per filing). Assets: $6M.

#1,938
in Arts, Entertainment & Recreation (2,921 peers)
+3.9%
assets growth YoY

Chicago Historical Society Defined Contribution Pension Pla's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Chicago Historical Society Defined Contribution Pension Pla vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$6,469,909 47th percentile higher than 47% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Chicago Historical Society Defined Contribution Pension Pla among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Chicago Historical Society Defined Contribution Pension Pla sits mid-pack in the medium band (106 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Chicago Historical Society Defined Contribution Pension Pla reported net income rose from $134K in the plan year 2023 filing to $243K in the plan year 2024 filing.
  • Chicago Historical Society Defined Contribution Pension Pla reported participants fell from 119 in the plan year 2023 filing to 106 in the plan year 2024 filing.
  • Chicago Historical Society Defined Contribution Pension Pla end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 362167004 · Chicago Historical Society PY 2024 · 401(k)

Chicago Historical Society Defined Contribution Pension Pla · $6M · 106 · 47th

  • SCH $6M
  • EBSA 106
  • PART 47th
  • TYPE 401(k)
  • NET near Genesee Scientific 401(k) Plan
  • BOOK ind #1938

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 Arts, Entertainment & Recreation retirement plans → · Plans in Illinois →

Chicago Historical Society Defined Contribution Pension Pla in the asset neighbourhood

Chicago Historical Society Defined Contribution Pension PlaChicago Historical Society D…$6MGenesee Scientific 401(k) PlanGenesee Scientific 401(k) Pl…$6MCemen Tech Holdings 401(k) PlanCemen Tech Holdings 401(k) P…$6MHorizon Services, Inc. Employee Retirement PlanHorizon Services, Inc. Emplo…$6MLepercq, De Neuflize & Co., Inc. 401(k) PlanLepercq, De Neuflize & Co., …$6M
End-of-year total assets ($M) among Chicago Historical Society Defined Contribution Pension Pla and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$243K
Employer EIN362167004
Plan Effective Date1990-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Chicago Historical Society)

Sponsor-wide plan assets over time

All Chicago Historical Society plans reported in each filing year

Latest sponsor-wide plan assets
$6M 6.19395194779189% vs 2022
2024 filing year
$6M$6.2M$6.4M$6.6M 202220232024 $6.09M $6.47M ▲ +6.2%
Year Plans Participants Total Assets
2022 1 96 $6M
2023 1 119 $6M
2024 1 106 $6M

Nearby 401(k) Plans in Illinois

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Chicago Historical Society Defined Contribution Pension Pla vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Chicago Historical Society Defined Contribution Pension Pla, Total assets ($B): 0.006469909 · Participants: 106Chicago Historical Society Defined Contribution Pension PlaAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Chicago Historical Society Defined Contribution Pension Pla vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Chicago Historical Society Defined Contribution Pension Pla side-by-side with 3 peers →

Chicago Historical Society Defined Contribution Pension Pla's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Genesee Scientific 401(k) Plan in CA ($6M); by covered participants it is The Architect 401(k) Plan - Radiant Complexions Dermatology Clinic, Inc. in IA (106 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (106 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Chicago Historical Society Defined Contribution Pension Pla assets move in 2024? ▼
Chicago Historical Society Defined Contribution Pension Pla edged up modestly - up 3.9% during 2024, from $6M to $6M. Reported net income was $243K.
How have Chicago Historical Society plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chicago Historical Society's sponsor-wide assets grew 6.2%, from $6M to $6M.
Which 401(k) plans are similar in size to Chicago Historical Society Defined Contribution Pension Pla? ▼
Among 401(k) plans in other states, the closest by assets is Genesee Scientific 401(k) Plan in CA ($6M, 104 participants).
Which 401(k) plans cover a similar participant headcount to Chicago Historical Society Defined Contribution Pension Pla? ▼
Among 401(k) plans in other states, the closest by covered participants is The Architect 401(k) Plan - Radiant Complexions Dermatology Clinic, Inc. in IA (106 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 362167004.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.