Plan Ledger DOL Form 5500 · updated monthly

The Options Clearing Corporation401(k)

THE OPTIONS CLEARING CORPORATION RETIREMENT SAVINGS PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

The Options Clearing Corporation reported $78,879 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,366 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 2 years on file its reported administrative ratio fell from 0.04% to 0.03%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other finance & insurance employers. By assets it is the 230th-largest of 3,702 plans among Illinois employers on file, and the 423rd of 4,798 in finance & insurance. In 2024, employees put in $2.79 for every $1.00 the employer contributed; active participation has grown from 887 to 1,173 since 2022.

Plan summary
Net assets, end of year$320,363,176
Participants with balances1,427
Active participants1,173
Employer contributions$7,466,850
Employee contributions$20,856,245
Employer contribution per active participant$6,366
Average account balance$224,501
Benefits paid to participants$18,707,807
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$320.4M · 1,427 accts · $7.5M emplr
2023$263.5M · 1,325 accts · $5.7M emplr
2022$214.7M · 1,149 accts · $17.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$78,879
Total administrative$78,879
The The Options Clearing Corporation 401(k) match · 2024
Employer contribution per active participant$6,366
Median for plans this size$4,294
2024$6,366 per active participant
2023$5,383 per active participant
2022$19,556 per active participant

The Options Clearing Corporation's 2024 employer contribution ran above the $4,294 median for plans its size. 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$78,879

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

Administrative cost history3
2024$78,879 · 0.03%
2023$74,161 · 0.03%
2022$98,359 · 0.04%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 362756407 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.