Chicago Baseball Holdings 401(k) match, vesting and fees

Plan year 2025 filingChicago Cubs Associates Retirement Plan · Plan 001 · EIN 27-0508718Updated Oct 2026

What Chicago Baseball Holdings' 401(k) plan says about matching contributions

The match terms have not been published from this plan's filing yet.
The plan year 2025 filing reports $7M in employer contributions, about $7,522 per participant. That total includes any match and profit-sharing; it is not a match formula. Plan year 2025 Form 5500 ↗
$152,462
Average account balance
984
Participants (end of year)
$143M
Plan assets (end of year)
0.11%
Admin expenses ÷ assets

Plan features

Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.

RecordkeeperFidelity Investments InstitutionalSchedule C ↗
Independent auditorSikich Cpa LLC (unmodified opinion, limited scope)Schedule H ↗
Plan type and status401(k) · ActiveForm 5500 ↗

How the plan compares

Plan year 2025 medians for 28 defined-contribution plans in arts, entertainment, and recreation with 500 to 999 participants.

Chicago Baseball Holdings: employer contribution per participant$7,522
Peer median$2,518
Chicago Baseball Holdings: average balance$152,462
Peer median$79,138
Chicago Baseball Holdings: admin expenses ÷ assets0.11%
Peer median0.26%

Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.

Plan history

Plan assets went from $90.7M at the end of plan year 2021 to $143M at the end of plan year 2025.

$90.7M2021$78.6M2022$98.7M2023$118M2024$143M2025
End-of-year figures from each plan year's Form 5500 filing for the Chicago Baseball Holdings plan.
Plan yearParticipantsAssetsEmployer contributionsPer participantAdmin expense ratioMatch formulaFiling
2025984$143M$7M$7,5220.11%Not publishedForm 5500 ↗
2024912$118M$5.6M$6,4240.11%Not publishedForm 5500 ↗
2023807$98.7M$5.4M$6,9040.14%Not publishedForm 5500 ↗
2022743$78.6M$4.3M$6,0650.13%Not publishedForm 5500 ↗
2021643$90.7M$3.8M$6,1600.12%Not publishedForm 5500 ↗

Common questions

Does Chicago Baseball Holdings match 401(k) contributions?

The match terms for the Chicago Cubs Associates Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $7M in employer contributions, about $7,522 per participant. That total includes any match and profit-sharing; it is not a match formula.

When is the Chicago Baseball Holdings 401(k) match vested?

The vesting schedule for the Chicago Cubs Associates Retirement Plan is not in the data published so far. Your Summary Plan Description states it.

Who manages the Chicago Baseball Holdings 401(k)?

The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Investments Institutional. The plan administrator is Chicago Baseball Holdings, LLC.

I left Chicago Baseball Holdings. How do I find my old 401(k)?

Your account stays in the plan until you move it. Contact the plan administrator (Chicago Baseball Holdings, LLC, (773) 404-4696) or the recordkeeper, Fidelity Investments Institutional. The Chicago Baseball Holdings old 401(k) page lists the contacts from every plan filing. Find an old Chicago Baseball Holdings 401(k)

Data from the public Form 5500 annual reports Chicago Baseball Holdings filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Chicago Baseball Holdings. Not financial advice. Report a correction · Methodology