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Employer · plans filed under one EIN

Chicago White Sox, Ltd.

Chicago, IL · Arts, entertainment and recreation

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.

$166Mnet assets across plans
1,299participant records702 active
$2.0Memployer contributions, latest plan years$2,849 per active record
$372KSchedule C compensation to organisations$286.42 per participant record

2 retirement plans with 100 or more participants file Form 5500 under Chicago White Sox, Ltd.'s employer identification number (Chicago, Illinois). Their latest filings total 1,299 participant records and $166M in net assets.

The largest is Major League Baseball Pension Plan for Non-Uniformed Personnel, a defined benefit pension plan with 745 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 $2.0M and participant contributions $1.6M in the latest plan years; benefits paid were $8.7M. Schedule C compensation reported to service provider organisations totalled $372K.

Combined net assets moved from $35.9M in 2009 to $166M in 2024 (up 363%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Major League Baseball Pension Plan for Non-Uniformed Personneldefined benefit pension plan2024745$131M$176,325$6,734$309K
Chicago White Sox Employee Retirement Plan401(k) plan2024554$35.1M$63,353—$63K
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: $35.9M2010: $42.6M2011: $47.8M2012: $54.8M2013: $64.1M2014: $75.5M2015: $77.0M2016: $91.3M2017: $108M2018: $99.7M2019: $122M2020: $136M2021: $157M2022: $134M2023: $153M2024: $166M$35.9M$166M20092012201620202024
Combined net assets
2009: 1,0572010: 8582011: 9202012: 8712013: 9442014: 9582015: 9712016: 1,0082017: 1,0342018: 1,0492019: 1,1232020: 1,1062021: 1,1332022: 1,1902023: 1,2732024: 1,2991,0571,29920092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
202421,299$166M$2.0M$1.6M
202321,273$153M$2.5M$1.5M
202221,190$134M$4.0M$1.4M
202121,133$157M$5.5M$1.2M
202021,106$136M$0$1.2M
201921,123$122M$5.0M$1.3M
201821,049$99.7M$0$1.2M
201721,034$108M$4.2M$1.1M
201621,008$91.3M$8.4M$1.0M
20152971$77.0M$3.7M$994K
20142958$75.5M$3.5M$890K
20132944$64.1M$3.2M$805K
20122871$54.8M$3.2M$755K
20112920$47.8M$3.2M$702K
20102858$42.6M$3.5M$742K
200921,057$35.9M$2.3M$689K

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
SEI Investments Management Corp.Investment management1$203,465
Principal Life Insurance CompanyContract Administrator; Participant loan processing1$63,461
Willis Towers Watson US LLCActuarial1$50,985
Grant Thornton LLPAccounting (including auditing)1$23,830
U.S. Bank National AssociationTrustee (bank, trust company, or similar financial institution)1$17,206
Morgan, Lewis & Bockius LLPLegal1$13,114

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

SEI Investments Management Corp.$203K
Principal Life Insurance Company$63K
Willis Towers Watson US LLC$51K
Grant Thornton LLP$24K
U.S. Bank National Association$17K
Morgan, Lewis & Bockius LLP$13K

Questions and answers

How many retirement plans does Chicago White Sox, Ltd. have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Major League Baseball Pension Plan for Non-Uniformed Personnel and Chicago White Sox Employee Retirement Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Chicago White Sox, Ltd. contribute to its plans?

$2,000,000 in employer contributions across these plans in their latest plan years, about $2,849 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 SEI Investments Management Corp., Principal Life Insurance Company, Willis Towers Watson US LLC and Grant Thornton LLP 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.