Notre Dame, IN 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, Notre Dame, IN has 13 loaded benefit plan(s) reported by 4 plan sponsor(s), with $2,727,524,990 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 13
- Plan sponsors
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $2,727,524,990
- Total reported liabilities (EOY)
- $4,213,969
- Total reported net assets (EOY)
- $2,723,311,021
Contributions & income
- Employer contributions
- $53,431,240
- Participant contributions
- $56,042,985
- Total income / additions
- $491,228,757
Expenses & distributions
- Benefits paid / distributions
- $166,630,753
- Total expenses
- $169,298,778
- Net increase / (decrease)
- $321,929,979
Coverage
- Total reported participants
- 34,071
- Plans with financial statements
- 6
- Plans with provider compensation
- 6
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Notre Dame, IN 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| University Of Notre Dame 403(B) Retirement Plan | University Of Notre Dame Du Lac | $2,360,767,219 | 2023 |
| University Of Notre Dame Employees' Pension Plan | University Of Notre Dame Du Lac | $209,578,678 | 2023 |
| Saint Mary'S College Defined Contribution Retirement Plan | St. Mary'S College | $135,468,812 | 2023 |
| Notre Dame Federal Credit Union 401(K) Savings Program | Notre Dame Federal Credit Union | $13,959,706 | 2023 |
| Saint Mary'S College Retirement Healthcare Savings Plan | Saint Mary'S College | $5,256,218 | 2023 |
| Holy Cross Village 401(K) Retirement Plan | Holy Cross Village At Notre Dame | $2,494,357 | 2023 |
| University Of Notre Dame Du Lac Group Benefits Plan | University Of Notre Dame Du Lac | not reported in the loaded dataset | 2023 |
| Saint Marys College Dental Plan | Corporation Of Saint Mary'S College | not reported in the loaded dataset | 2023 |
| University Of Notre Dame Du Lac Benefit Plan For Retirees | University Of Notre Dame Du Lac | not reported in the loaded dataset | 2023 |
| Notre Dame Federal Credit Union Welfare Benefit Plan | Notre Dame Federal Credit Union | not reported in the loaded dataset | 2023 |
| University Of Notre Dame Du Lac Travel Accident Insurance Plan | University Of Notre Dame Du Lac | not reported in the loaded dataset | 2023 |
| St. Mary'S College Vision Plan | Corporation Of Saint Mary'S College | not reported in the loaded dataset | 2023 |
| Saint Marys College Long-Term Disability Plan | Corporation Of Saint Marys College | not reported in the loaded dataset | 2023 |
Largest plans in Notre Dame → · Notre Dame plans by participants → · Notre Dame plans with financial data → · Notre Dame plans with provider compensation → · $1B+ plans in Notre Dame →
Related Form 5500 pages
- All IN Form 5500 filings
- University Of Notre Dame 403(B) Retirement Plan (plan 002)
- University Of Notre Dame Du Lac — all reported plans
- University Of Notre Dame Employees' Pension Plan (plan 001)
- Saint Mary'S College Defined Contribution Retirement Plan (plan 001)
- St. Mary'S College — all reported plans
- Notre Dame Federal Credit Union 401(K) Savings Program (plan 003)
- Notre Dame Federal Credit Union — all reported plans
- Saint Mary'S College Retirement Healthcare Savings Plan (plan 503)
- Holy Cross Village 401(K) Retirement Plan (plan 003)
- Holy Cross Village At Notre Dame — all reported plans
- University Of Notre Dame Du Lac Group Benefits Plan (plan 504)
- Saint Marys College Dental Plan (plan 504)
- University Of Notre Dame Du Lac Benefit Plan For Retirees (plan 512)
- Notre Dame Federal Credit Union Welfare Benefit Plan (plan 501)
- University Of Notre Dame Du Lac Travel Accident Insurance Plan (plan 505)
- St. Mary'S College Vision Plan (plan 505)
- Saint Marys College Long-Term Disability Plan (plan 501)
- Methodology
- Data sources