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Employer · plans filed under one EIN

Chapman and Cutler LLP

Chicago, IL · Professional, scientific and technical services

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$440Mnet assets across plans
1,345participant records925 active
$21.4Memployer contributions, latest plan years$23,154 per active record
$163KSchedule C compensation to organisations$121.50 per participant record

Chapman and Cutler LLP, based in Chicago, Illinois, sponsors 4 retirement plans with 100 or more participants: 3 defined contribution and 1 defined benefit. Together they reported 1,345 participant records and $440M in net assets.

The largest is Chapman and Cutler LLP Salary Deferral Plan for Partners and Support Staff, a 401(k) plan with 510 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $21.4M and participant contributions $2.9M in the latest plan years; benefits paid were $41.9M. Schedule C compensation reported to service provider organisations totalled $163K.

Combined net assets moved from $121M in 2009 to $440M in 2024 (up 265%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Chapman and Cutler LLP Salary Deferral Plan for Partners and Support Staff401(k) plan2024510$136M$266,488$15,852$63K
Chapman and Cutler LLP Retirement Planprofit-sharing plan2024461$211M$456,860$24,533$92K
Chapman and Cutler LLP Salary Deferral Plan for Attorney Employees401(k) plan2024235$33.0M$140,384—$8,252
Chapman and Cutler LLP Cash Balance Plancash balance pension plan2024139$61.0M$438,665$68,991$0
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $121M2010: $130M2011: $135M2012: $148M2013: $179M2014: $190M2015: $223M2016: $240M2017: $283M2018: $269M2019: $328M2020: $385M2021: $434M2022: $356M2023: $405M2024: $440M$121M$440M20092012201620202024
Combined net assets
2009: 6862010: 6752011: 7772012: 8682013: 9212014: 8912015: 1,0692016: 1,0842017: 1,1362018: 1,1792019: 1,1952020: 1,1992021: 1,2082022: 1,2602023: 1,3052024: 1,3456861,34520092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
202441,345$440M$21.4M$2.9M
202341,305$405M$16.1M$7.6M
202241,260$356M$14.9M$6.7M
202141,208$434M$13.5M$6.4M
202041,199$385M$18.4M$0
201941,195$328M$12.1M$5.7M
201841,179$269M$12.4M$5.8M
201741,136$283M$12.6M$3.5M
201641,084$240M$10.9M$4.9M
201541,069$223M$11.0M$4.3M
20143891$190M$5.9M$4.2M
20133921$179M$4.8M$4.4M
20123868$148M$4.8M$4.0M
20113777$135M$4.5M$3.3M
20102675$130M$4.4M$2.5M
20092686$121M$4.4M$2.4M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Oneamerica Retirement Services LLCRecordkeeping and information management; Participant loan processing; Participant communication3$67,333
Madison Wealth ManagementInvestment management2$35,240
Verhulst Wealth ManagementInvestment management2$25,942
CBIZ Private Wealth Advisors Inc.Investment management2$19,716
Smedley Financial Services, Inc.Investment management2$15,186
Matrix Trust CompanyCustodial (securities); Trustee (bank, trust company, or similar financial institution); Trustee (directed)3$0

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Oneamerica Retirement Services LLC$67K
Madison Wealth Management$35K
Verhulst Wealth Management$26K
CBIZ Private Wealth Advisors Inc.$20K
Smedley Financial Services, Inc.$15K
Matrix Trust Company$0

Questions and answers

How many retirement plans does Chapman and Cutler LLP have?

4 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Chapman and Cutler LLP Salary Deferral Plan for Partners and Support Staff, Chapman and Cutler LLP Retirement Plan, Chapman and Cutler LLP Salary Deferral Plan for Attorney Employees and Chapman and Cutler LLP Cash Balance Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Chapman and Cutler LLP contribute to its plans?

$21,417,507 in employer contributions across these plans in their latest plan years, about $23,154 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Oneamerica Retirement Services LLC, Madison Wealth Management, Verhulst Wealth Management and CBIZ Private Wealth Advisors Inc. and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.