Plan5500

Chicago, IL Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Chicago, IL has 3,105 loaded benefit plan(s) reported by 1,778 plan sponsor(s), with $1,217,503,415,943 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3,105
Plan sponsors
1,778
Latest filing year
2023

What stands out in Chicago

  • 3,105 loaded plans hold $1.2T in reported assets across 1,778 sponsors.
  • The largest, Northern Trust Collective S&P 500 Index Fund - Non-Lending, holds 7% of reported Chicago plan assets.
  • Plans cover 5,341,216 participants — about 1,720 per plan.
  • 63% of loaded plans report full Schedule H/I financial statements.
  • 41% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.2TSummed across loaded plans$1,190,690,182,369
Total reported assets$1.2T$1,217,503,415,943
Total reported participants5.3M5,341,216
Total reported liabilities$36.3B$36,282,005,089

Reported net position

Reported assets = net assets + liabilities (summed)$1.2T total assets
Net assets$1.2TLiabilities$36.3B
Contributions & income
Employer contributions$18.6B
Participant contributions$10.6B
Total income / additions$188.3B
Expenses & distributions
Benefits paid / distributions$35.8B
Total expenses$37.5B
Net increase / (decrease)$150.9B

Data coverage

Plans with financial statements1,962 / 3,105 (63%)
Plans with provider compensation1,282 / 3,105 (41%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Chicago, IL plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Chicago market comparison

Largest plan share of assets7%Northern Trust Collective S&P 500 Index Fund - Non-Lending
Participants per plan1,720Average across loaded plans
Plan sponsors1,778
Ranked by reported assets

Largest loaded plans in Chicago

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Northern Trust Collective S&P 500 Index Fund - Non-Lending$91.1B
    Northern Trust Investments, Inc. · 2023
  2. 2
    Northern Trust Collective S&P 500 Index Fund - Dc - Non-Lending$62.8B
    Northern Trust Investments, Inc. · 2023
  3. 3
    Central States, Southeast & Southwest Areas Pension Plan$49.7B
    Trustees Of Central States, Se And Sw Areas Pension Fund · 2023
  4. 4
    Northern Trust Collective S&P 500 Index Fund - Lending$35.5B
    Northern Trust Investments, Inc. · 2023
  5. 5
    Northern Trust Collective Short Term Investment$29.7B
    Northern Trust Investments, Inc. · 2023
  6. 6
    Northern Trust Collective All Country World Index (Acwi) Ex-Us Fund - Non-Lending$25.5B
    Northern Trust Investments, Inc. · 2023
  7. 7
    Northern Trust Collective Eafe Index Fund - Non-Lending$22.3B
    Northern Trust Investments, Inc. · 2023
  8. 8
    Northern Trust Collective Government Short Term Investment Fund$22.2B
    Northern Trust Investments, Inc. · 2023
  9. 9
    Northern Trust Collective All Country World Ex-Us Investable Market Index Fund - Non-Lending$20.4B
    Northern Trust Investments, Inc. · 2023
  10. 10
    Accenture United States Profit Sharing And 401(K) Trust$20.3B
    Accenture Llp · 2023
  11. 11
    Northern Trust Collective Aggregate Bond Index Fund - Non-Lending$18.7B
    Northern Trust Investments, Inc. · 2023
  12. 12
    Northern Trust Collective Russell 1000 Index Fund - Lending$18B
    Northern Trust Investments, Inc. · 2023
  13. 13
    Northern Trust Collective Russell 1000 Growth Index Fund - Lending$18B
    Northern Trust Investments, Inc. · 2023
  14. 14
    Accenture United States 401(K) Match Savings Plan$17.6B
    Accenture Llp · 2023
  15. 15
    Ge Healthcare Pension Master Trust$15.5B
    Ge Healthcare Technologies Inc. · 2023
  16. 16
    United Airlines Pilot Retirement Account Plan$14.4B
    United Airlines, Inc. · 2023
  17. 17
    Central States, Southeast & Southwest Areas Health And Welfare Plan Active Plan$14.2B
    Trustees Of Central States, Se & Sw Areas Health & Welfare Fund · 2023
  18. 18
    Northern Trust Collective Russell 1000 Index Fund - Non-Lending$13.3B
    Northern Trust Investments, Inc. · 2023
  19. 19
    Northern Trust Collective Russell 1000 Value Index Fund - Lending$13.1B
    Northern Trust Investments, Inc. · 2023
  20. 20
    United Airlines 401(K) Master Trust$13B
    United Airlines, Inc. · 2023
  21. 21
    Northern Trust Collective Russell 3000 Index Fund - Lending$12B
    Northern Trust Investments, Inc. · 2023
  22. 22
    Northern Trust Collective All Country World Ex-Us Investable Market Index Fund - Dc - Non-Lending$11.4B
    Northern Trust Investments, Inc. · 2023
  23. 23
    Northern Trust Collective Russell 1000 Growth Index Fund - Non-Lending$11.1B
    Northern Trust Investments, Inc. · 2023
  24. 24
    Northern Trust Collective United States Investable Market Index Fund - Non-Lending$10.8B
    Northern Trust Investments, Inc. · 2023
  25. 25
    Northern Trust Collective United States Index Fund - Non-Lending$10.5B
    Northern Trust Investments, Inc. · 2023

Largest plans in Chicago → · Chicago plans by participants → · Chicago plans with financial data → · Chicago plans with provider compensation → · $1B+ plans in Chicago →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Chicago, IL?
3,105 plan(s) reported by 1,778 sponsor(s) are loaded for Chicago, IL.

Related Form 5500 pages