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

Section 403(b) Plan of the John D. and Catherine T. Macarthur Foundation

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

Sponsored by John D. & Catherine T. Macarthur Foundation · Illinois · Other Services

What the 2023 filing shows

Section 403(b) Plan of the John D. and Catherine T. Macarthur Foundation holds $35M for 136 participants — about $259,318 per participant, down 13.8% over the 2022 plan year.

$35M
total plan assets (2022 EOY)
136
covered participants
$259,318
avg assets per participant
-13.8%
assets change YoY

The plan reported a net loss of $6M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$35M
Participants
136
State
Industry
Other Services

What the Filing Says About Section 403(b) Plan of the John D. and Catherine T. Macarthur Foundation

Section 403(b) Plan of the John D. and Catherine T. Macarthur Foundation is a 401(k) retirement plan sponsored by John D. & Catherine T. Macarthur Foundation, headquartered in Illinois. As of the 2022 Form 5500 filing, the plan reports $35M in total end-of-year assets and covers 136 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 237093598, and the plan has been effective since 2022-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $41M at the beginning of 2022 to $35M at year-end — a decline of 13.8%. Net assets (after liabilities) closed the year at $35M, with reported net income of $-5,622,483 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)$41M
Total Assets (End of Year)$35M
Net Assets (End of Year)$35M
Net Income$-5,622,483
Plan Type401(k)
Employer EIN237093598
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (John D. & Catherine T. Macarthur Foundation)

Year Plans Participants Total Assets
2022 2 310 $134M
2023 2 358 $160M
2024 2 384 $179M

Nearby 401(k) Plans in Illinois

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

Frequently Asked Questions

How much money is in the Section 403(b) Plan of the John D. and Catherine T. Macarthur Foundation?
As of the 2022 Form 5500 filing, Section 403(b) Plan of the John D. and Catherine T. Macarthur Foundation holds $35M in total assets with 136 participants. It is sponsored by John D. & Catherine T. Macarthur Foundation.
What type of plan is Section 403(b) Plan of the John D. and Catherine T. Macarthur Foundation?
Section 403(b) Plan of the John D. and Catherine T. Macarthur Foundation is a 401(k) plan. It has been effective since 2022-01-01. The plan is filed with the U.S. Department of Labor under EIN 237093598.
Who sponsors the Section 403(b) Plan of the John D. and Catherine T. Macarthur Foundation?
Section 403(b) Plan of the John D. and Catherine T. Macarthur Foundation is sponsored by John D. & Catherine T. Macarthur Foundation, located in Illinois. The sponsor's EIN is 237093598 and the plan operates in the Other Services industry.
How did Section 403(b) Plan of the John D. and Catherine T. Macarthur Foundation perform in 2022?
Section 403(b) Plan of the John D. and Catherine T. Macarthur Foundation declined by 13.8% during 2022, moving from $41M to $35M in total assets. Net income was $-5,622,483.
Where can I find official filings for Section 403(b) Plan of the John D. and Catherine T. Macarthur Foundation?
Official Form 5500 filings for Section 403(b) Plan of the John D. and Catherine T. Macarthur Foundation are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 237093598 or plan name at efast.dol.gov.
How does Section 403(b) Plan of the John D. and Catherine T. Macarthur Foundation compare to other plans?
You can compare Section 403(b) Plan of the John D. and Catherine T. Macarthur Foundation 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 237093598.

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.