Plan Ledger DOL Form 5500 · updated monthly

Cboe Global Markets, Inc.401(k)

CBOE GLOBAL MARKETS SMART PLAN · CHICAGO, IL · plan year 2023

Reported admin expense ratio · 2023
0.01%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Cboe Global Markets, Inc. reported $41,204 in plan administrative expenses for 2023: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $13,841 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio rose from 0.009% to 0.011%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,601 comparable plans and shown alongside other finance & insurance employers. By assets it is the 179th-largest of 3,702 plans among Illinois employers on file, and the 341st of 4,798 in finance & insurance. In 2023, employees put in $1.05 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$430,933,968
Participants with balances1,597
Active participants1,143
Employer contributions$15,820,441
Employee contributions$16,629,746
Employer contribution per active participant$13,841
Average account balance$269,840
Benefits paid to participants$24,209,781
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$430.9M · 1,597 accts · $15.8M emplr
2022$339.7M · 1,509 accts · $12.3M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$20,000
Audit (IQPA)$7,000
Total administrative$41,204
The Cboe Global Markets, Inc. 401(k) match · 2023
Employer contribution per active participant$13,841
Median for plans this size$4,362
2023$13,841 per active participant
2022$11,937 per active participant

Cboe Global Markets, Inc.'s 2023 employer contribution ran above the $4,362 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
MERCER INVESTMENTS LLC · Consulting$20,000
CARON & BLETZER, PLLC · Accounting / audit$7,000
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2023$41,204 · 0.01%
2022$34,401 · 0.01%
Same employer
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Alera Group, Inc. IL$499.7M · 0.25%
Multiplan, Inc. IL$422.6M · 0.16%
Rli Corp. IL$403.8M · 0.00%
First Trust Portfolios L.P. IL$360.3M · 0.02%
Ctc Trading Group, LLC IL$352.4M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 205446972 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.