401(k) · DOL Form 5500 · 2022

The Morton Arboretum 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
331
Participants Below avg headcount
83rd
Percentile by assets National rank
$93,194
Avg per participant Below avg balance/head
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Official DOL plan name: The Morton Arboretum 401(k) Retirement Plan · Sponsored by The Morton Arboretum · Illinois · Other Services

$31M in assets, 331 participants

The Morton Arboretum's The Morton Arboretum 401(k) Retirement Plan reported $31M in total assets and 331 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #7,690 in Other Services (8,398 peers)

Coverage in Illinois

The Morton Arboretum 401(k) Retirement Plan covers 331 participants in Illinois, about 42% of the average Illinois filer (state average ~779 per filing). Assets: $31M.

#7,690
in Other Services (8,398 peers)
-10.2%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Morton Arboretum 401(k) Retirement Plan's outsized position by total assets

The Morton Arboretum 401(k) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$30,847,354 Top 17% higher than 83% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

The Morton Arboretum 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Morton Arboretum 401(k) Retirement Plan sits mid-pack in the medium band (331 participants).

DOL schedule card

Filing strip 361505770 · The Morton Arboretum PY 2022 · 401(k)

The Morton Arboretum 401(k) Retirement Plan · $31M · 331 · 83rd

  • VS-ST $31M
  • BOY 331
  • SCH 83rd
  • EBSA 401(k)
  • PART near Rg5 LLC 401(k) Plan
  • TYPE ind #7690

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Other Services retirement plans → · Plans in Illinois →

The Morton Arboretum 401(k) Retirement Plan in the asset neighbourhood

The Morton Arboretum 401(k) Retirement PlanThe Morton Arboretum 401(k) …$31MRg5 LLC 401(k) Plan$31MA Plus Federal Credit Union Employees Thrift and Profit Sharing PlanA Plus Federal Credit Union …$31MT. Baker Smith, LLC 401(k) PlanT. Baker Smith, LLC 401(k) P…$31MYeti Coolers, LLC Retirement PlanYeti Coolers, LLC Retirement…$31M
End-of-year total assets ($M) among The Morton Arboretum 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$31M
Net Income-$4M
Employer EIN361505770
Plan Effective Date2005-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Morton Arboretum)

Sponsor-wide plan assets over time

All The Morton Arboretum plans reported in each filing year

Latest sponsor-wide plan assets
$43M 40.52323580168335% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $30.9M $43.4M ▲ +40.5%
Year Plans Participants Total Assets
2022 1 331 $31M
2023 1 364 $38M
2024 1 361 $43M

Nearby 401(k) Plans in Illinois

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The Morton Arboretum 401(k) Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants The Morton Arboretum 401(k) Retirement Plan, Total assets ($B): 0.030847354 · Participants: 331The Morton Arboretum 401(k) Retirement PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
The Morton Arboretum 401(k) Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare The Morton Arboretum 401(k) Retirement Plan side-by-side with 3 peers →

The Morton Arboretum 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Rg5 LLC 401(k) Plan in VA ($31M); by covered participants it is Los Angeles County Fair Association 401(k) Profit Sharing Plan in CA (331 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($31M here).

Similar participant headcount

Nearest other-state filings by covered participants (331 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Morton Arboretum 401(k) Retirement Plan assets move in 2022? ▼
The Morton Arboretum 401(k) Retirement Plan pulled back noticeably - down 10.2% during 2022, from $34M to $31M. Reported net income was -$4M.
How have The Morton Arboretum plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Morton Arboretum's sponsor-wide assets grew 40.5%, from $31M to $43M.
Where does The Morton Arboretum 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
The Morton Arboretum 401(k) Retirement Plan ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Morton Arboretum 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rg5 LLC 401(k) Plan in VA ($31M, 96 participants).
Which 401(k) plans cover a similar participant headcount to The Morton Arboretum 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Los Angeles County Fair Association 401(k) Profit Sharing Plan in CA (331 participants, $17M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 361505770.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.