The Options Clearing Corporation 401(k) Plan: Login, Facts & Contact Information

The Options Clearing Corporation 401(k) Plan Facts

Plan name
THE OPTIONS CLEARING CORPORATION RETIREMENT SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
THE OPTIONS CLEARING CORPORATION
Participants
1,361 (1,173 active employees)
Former employees with a balance
278
Plan assets
$320,363,176 at Dec 31, 2024
Average account balance
$224,501 across 1,427 accounts
Employer contributions
$7,466,850 in plan year 2024 (23% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1984
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 14, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $32.6 million went into the plan in contributions, $7.47 million of it from the employer (23%).
  • $18.7 million was paid out to participants.
  • Investment and other income added $43.1 million.
  • Administrative expenses were $78,879, about $55 per account.

How the The Options Clearing Corporation 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019976$167.4 million$7.77 million$12.6 million
20201,040$203.9 million$8.75 million$14.5 million
20211,065$233.6 million$8.67 million$22.4 million
20221,085$214.7 million$17.3 million$12.6 million
20231,172$263.5 million$5.74 million$21.3 million
20241,361$320.4 million$7.47 million$18.7 million

The Options Clearing Corporation 401(k) Contact Information

Phone
312-322-6200
Mailing address
125 S FRANKLIN SUITE 1200, CHICAGO IL 60606
Plan sponsor
THE OPTIONS CLEARING CORPORATION
Employer identification number (EIN)
36-2756407
Plan number
002

Questions about the The Options Clearing Corporation 401(k)

Does The Options Clearing Corporation contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $7.47 million, 23% of all contributions.

Does the The Options Clearing Corporation 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the The Options Clearing Corporation 401(k) plan?

1,361 participants at the start of plan year 2024, 1,173 of them active employees, and 278 former employees who still had money in the plan.

What is the average 401(k) balance at The Options Clearing Corporation?

About $224,501 per account: $320.4 million in plan assets across 1,427 accounts with a balance at the end of plan year 2024.

Who manages the The Options Clearing Corporation 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at The Options Clearing Corporation. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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