Chicago Mercantile Exchange 401(k) match, vesting and fees
What Chicago Mercantile Exchange's 401(k) plan says about matching contributions
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.
| Recordkeeper | Fidelity Investments Inst Op Co LLC | Schedule C ↗ |
| Independent auditor | Forvis Mazars, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 673 defined-contribution plans in finance and insurance with 1,000 to 4,999 participants.
| Chicago Mercantile Exchange: employer contribution per participant | $2,495 | |
| Peer median | $2,966 |
| Chicago Mercantile Exchange: average balance | $290,524 | |
| Peer median | $104,792 |
| Chicago Mercantile Exchange: admin expenses ÷ assets | 0.06% | |
| Peer median | 0.10% |
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 $995M at the end of plan year 2021 to $1.1B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 3,737 | $1.1B | $9.3M | $2,495 | 0.06% | Not published | Form 5500 ↗ |
| 2023 | 3,787 | $932M | $9.2M | $2,461 | 0.06% | Not published | Form 5500 ↗ |
| 2022 | 3,829 | $791M | $8.7M | $2,296 | 0.06% | Not published | Form 5500 ↗ |
| 2021 | 3,823 | $995M | $8.6M | $2,280 | 0.07% | Not published | Form 5500 ↗ |
Other Chicago Mercantile Exchange plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Pension Plan for Employees of the Chicago Mercantile Exchange, Inc.
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.
| Independent auditor | Forvis Mazars, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Chicago Mercantile Exchange match 401(k) contributions?
The match terms for the Chicago Mercantile Exchange, Inc. 401(k) Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $9.3M in employer contributions, about $2,495 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Chicago Mercantile Exchange 401(k) match vested?
The vesting schedule for the Chicago Mercantile Exchange, Inc. 401(k) Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Chicago Mercantile Exchange 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Inst Op Co LLC. The plan administrator is Chicago Mercantile Exchange, Inc..
I left Chicago Mercantile Exchange. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Chicago Mercantile Exchange, Inc., (312) 930-1000) or the recordkeeper, Fidelity Investments Inst Op Co LLC. The Chicago Mercantile Exchange old 401(k) page lists the contacts from every plan filing. Find an old Chicago Mercantile Exchange 401(k)
Data from the public Form 5500 annual reports Chicago Mercantile Exchange filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) 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 Mercantile Exchange. Not financial advice. Report a correction · Methodology