401(k)
2022 plan-year 401(k) DOL Form 5500

John G. Shedd Aquarium Employees 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by John G. Shedd Aquarium · Illinois · Arts, Entertainment & Recreation

What the 2023 filing shows

John G. Shedd Aquarium Employees 401(k) Plan holds $41M for 331 participants — about $123,475 per participant, down 18.1% over the 2022 plan year.

$41M
total plan assets (2022 EOY)
331
covered participants
$123,475
avg assets per participant
-18.1%
assets change YoY

The plan reported a net loss of $9M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$41M
Participants
331
State
Industry
Arts, Entertainment & Recreation

What the Filing Says About John G. Shedd Aquarium Employees 401(k) Plan

John G. Shedd Aquarium Employees 401(k) Plan is a 401(k) retirement plan sponsored by John G. Shedd Aquarium, headquartered in Illinois. As of the 2022 Form 5500 filing, the plan reports $41M in total end-of-year assets and covers 331 participants across the Arts, Entertainment & Recreation industry. The sponsor's EIN on file with the U.S. Department of Labor is 362167918, and the plan has been effective since 1997-03-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $50M at the beginning of 2022 to $41M at year-end — a decline of 18.1%. Net assets (after liabilities) closed the year at $41M, with reported net income of $-9,004,866 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$50M
Total Assets (End of Year)$41M
Net Assets (End of Year)$41M
Net Income$-9,004,866
Plan Type401(k)
Employer EIN362167918
Plan Effective Date1997-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (John G. Shedd Aquarium)

Year Plans Participants Total Assets
2022 1 331 $41M
2023 1 380 $48M
2024 1 422 $57M

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Frequently Asked Questions

How much money is in the John G. Shedd Aquarium Employees 401(k) Plan?
As of the 2022 Form 5500 filing, John G. Shedd Aquarium Employees 401(k) Plan holds $41M in total assets with 331 participants. It is sponsored by John G. Shedd Aquarium.
What type of plan is John G. Shedd Aquarium Employees 401(k) Plan?
John G. Shedd Aquarium Employees 401(k) Plan is a 401(k) plan. It has been effective since 1997-03-01. The plan is filed with the U.S. Department of Labor under EIN 362167918.
Who sponsors the John G. Shedd Aquarium Employees 401(k) Plan?
John G. Shedd Aquarium Employees 401(k) Plan is sponsored by John G. Shedd Aquarium, located in Illinois. The sponsor's EIN is 362167918 and the plan operates in the Arts, Entertainment & Recreation industry.
How did John G. Shedd Aquarium Employees 401(k) Plan perform in 2022?
John G. Shedd Aquarium Employees 401(k) Plan declined by 18.1% during 2022, moving from $50M to $41M in total assets. Net income was $-9,004,866.
Where can I find official filings for John G. Shedd Aquarium Employees 401(k) Plan?
Official Form 5500 filings for John G. Shedd Aquarium Employees 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 362167918 or plan name at efast.dol.gov.
How does John G. Shedd Aquarium Employees 401(k) Plan compare to other plans?
You can compare John G. Shedd Aquarium Employees 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Illinois on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 362167918.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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