401(k) · DOL Form 5500 · 2022

Morningstar, Inc. 401(k) Plan

Data updated 2026-08-25

$700M
Total assets Above avg plan size
3,089
Participants Above avg headcount
98th
Percentile by assets National rank
$226,618
Avg per participant Above avg balance/head
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Official DOL plan name: Morningstar, Inc. 401(k) Plan · Sponsored by Morningstar, Inc. · Illinois · Information & Media

$700M in assets, 3,089 participants

Morningstar, Inc.'s Morningstar, Inc. 401(k) Plan reported $700M in total assets and 3,089 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #2,824 in Information & Media (2,911 peers)

Coverage in Illinois

Morningstar, Inc. 401(k) Plan covers 3,089 participants in Illinois, 4.0x the typical Illinois plan (state average ~779 per filing). Assets: $700M.

#2,824
in Information & Media (2,911 peers)
-12.3%
assets change YoY
7.0×
vs typical plan assets (national mean)

The plan reported a net loss of $98M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Morningstar, Inc. 401(k) Plan's outsized position by total assets

Morningstar, Inc. 401(k) Plan vs every filed plan by assets

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

$700,023,581 Top 2% higher than 98% 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

Morningstar, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Morningstar, Inc. 401(k) Plan lands in the large band (3,089 participants).

Published 5500 schedule card

Filing strip 363297908 · Morningstar, Inc. PY 2022 · 401(k)

Morningstar, Inc. 401(k) Plan · $700M · 3,089 · 98th

  • RANK $700M
  • RANK 3,089
  • RANK 98th
  • RANK 401(k)
  • RANK near Salem Health Hospitals & Clinics Retirement Plan
  • RANK ind #2824

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 Information & Media retirement plans → · Plans in Illinois →

Morningstar, Inc. 401(k) Plan in the asset neighbourhood

The Atlas Air, Inc. Retirement PlanThe Atlas Air, Inc. Retireme…$701MMercedes-Benz USA, LLC Employees' Retirement Savings PlanMercedes-Benz USA, LLC Emplo…$700MSalem Health Hospitals & Clinics Retirement PlanSalem Health Hospitals & Cli…$700MMorningstar, Inc. 401(k) Plan$700MIBEW Local No. 58 Annuity FundIBEW Local No. 58 Annuity Fu…$699M
End-of-year total assets ($M) among Morningstar, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$798M
Net Assets (End of Year)$700M
Net Income-$98M
Employer EIN363297908
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Morningstar, Inc.)

Sponsor-wide plan assets over time

All Morningstar, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.0B 46.16760903087349% vs 2022
2024 filing year
$0.6B$0.7B$0.8B$0.9B$1B$1.1B 202220232024 $0.7B $1.02B ▲ +45.7%
Year Plans Participants Total Assets
2022 1 3,089 $700M
2023 1 3,542 $878M
2024 1 3,504 $1.0B

Nearby 401(k) Plans in Illinois

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

Morningstar, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 05101520 Total assets ($B) Participants Morningstar, Inc. 401(k) Plan, Total assets ($B): 0.700023581 · Participants: 3089Morningstar, Inc. 401(k) 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
Morningstar, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Morningstar, Inc. 401(k) Plan side-by-side with 3 peers →

Morningstar, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Salem Health Hospitals & Clinics Retirement Plan in OR ($700M); by covered participants it is Profit Sharing Plan for Employees of Alliancebernstein L.P. in TN (3,089 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($700M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,089 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 Morningstar, Inc. 401(k) Plan assets move in 2022? ▼
Morningstar, Inc. 401(k) Plan pulled back noticeably - down 12.3% during 2022, from $798M to $700M. Reported net income was -$98M.
How have Morningstar, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morningstar, Inc.'s sponsor-wide assets grew 46.2%, from $700M to $1.0B.
Where does Morningstar, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Morningstar, Inc. 401(k) Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Morningstar, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Salem Health Hospitals & Clinics Retirement Plan in OR ($700M, 4,803 participants).
Which 401(k) plans cover a similar participant headcount to Morningstar, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Profit Sharing Plan for Employees of Alliancebernstein L.P. in TN (3,089 participants, $1.3B 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 363297908.

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.