Profit Sharing · DOL Form 5500 · 2022
John D. & Catherine T. Macarthur Foundation Profit Sharing Plan
Data updated 2026-08-25
- $35M
- Total assets Below avg plan size
- 136
- Participants Small participant base
- 85th
- Percentile by assets National rank
- $259,318
- Avg per participant Above avg balance/head
Official DOL plan name: Section 403(b) Plan of the John D. and Catherine T. Macarthur Foundation · Sponsored by John D. & Catherine T. Macarthur Foundation · Illinois · Other Services
$35M in assets, 136 participants
John D. & Catherine T. Macarthur Foundation's Section 403(b) Plan of the John D. and Catherine T. Macarthur Foundation reported $35M in total assets and 136 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.
- #7,787 in Other Services (8,398 peers)
Coverage in Illinois
Section 403(b) Plan of the John D. and Catherine T. Macarthur Foundation covers 136 participants in Illinois, about 17% of the average Illinois filer (state average ~779 per filing). Assets: $35M.
- #7,787
- in Other Services (8,398 peers)
- -13.8%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
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.
Section 403(b) Plan of the John D. and Catherine T. Macarthur Foundation's outsized position by total assets
Section 403(b) Plan of the John D. and Catherine T. Macarthur Foundation vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$35,267,224 Top 15% higher than 85% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Section 403(b) Plan of the John D. and Catherine T. Macarthur Foundation 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. Section 403(b) Plan of the John D. and Catherine T. Macarthur Foundation sits mid-pack in the medium band (136 participants).
DOL schedule card
Filing strip 237093598 · John D. & Catherine T. Macarthur Foundation PY 2022 · Profit Sharing
Section 403(b) Plan of the John D. and Catherine T. Macarthur Foundation · $35M · 136 · 85th
- BOOK $35M
- BOOK 136
- BOOK 85th
- BOOK Profit Sharing
- BOOK near Office of the Commissioner of Baseball Umpires' Defined Contribution Plan
- BOOK ind #7787
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 →
Section 403(b) Plan of the John D. and Catherine T. Macarthur Foundation in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $41M |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | -$6M |
| Employer EIN | 237093598 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (John D. & Catherine T. Macarthur Foundation)
Sponsor-wide plan assets over time
All John D. & Catherine T. Macarthur Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $179M 33.639651019982196% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 310 | $134M |
| 2023 | 2 | 358 | $160M |
| 2024 | 2 | 384 | $179M |
Nearby Profit Sharing Plans in Illinois
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- W. W. Grainger, Inc. Retirement Savings Plan $3.0B · 17,181
- Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5 $2.9B · 21,985
- Mcmaster-Carr Supply Company Profit Sharing Trust $2.5B · 4,327
- Mid-America Carpenters Regional Council Supplemental Retirement Plan $1.4B · 16,140
- Accenture United States Discretionary Profit Sharing Plan $893M · 10,992
Section 403(b) Plan of the John D. and Catherine T. Macarthur Foundation's out-of-state Profit Sharing peers by assets and headcount
Outside Illinois, the nearest Profit Sharing by assets is Office of the Commissioner of Baseball Umpires' Defined Contribution Plan in NY ($35M); by covered participants it is David and Lucile Packard Foundation Employer Contribution Retirement Plan in CA (136 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($35M here).
Similar participant headcount
Nearest other-state filings by covered participants (136 participants); asset peers above are excluded.
- David and Lucile Packard Foundation Employer Contribution Retirement Plan (CA) 136 · 0 off
- Teva Pr LLC Savings Plan (PR) 136 · 0 off
- The Contractors Retirement Plan (CA) 136 · 0 off
- J. W. Jones Lumber Company, Inc. Plan (NC) 136 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.