401(k) · DOL Form 5500 · 2022
Morningstar, Inc. 401(k) Plan
Data updated 2026-08-11
- $700M
- Total assets
- 3,089
- Participants
- 98th
- Percentile by assets
- $226,618
- Avg per participant
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.
- 98th percentile by assets (of 139,126 plans)
- #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.
- $700M
- total plan assets (2022 EOY)
- 3,089
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $226,618
- avg assets per participant
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.
Participants vs Illinois filers
In Illinois, the average filing covers about 779 participants across 5,745 plans. Morningstar, Inc. 401(k) Plan reports 3,089 participants - 4.0x that state average ($700M EOY assets).
Illinois filing particulars
| Total Assets (Beginning of Year) | $798M |
|---|---|
| Net Assets (End of Year) | $700M |
| Net Income | -$98M |
| Employer EIN | 363297908 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Morningstar, Inc.)
| 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
- State Farm 401(k) Savings Plan $14.7B · 53,616
- Accenture United States 401(k) Match and Savings Plan $14.3B · 66,653
- Abbott Laboratories Stock Retirement Plan $13.3B · 36,136
- United Airlines Pilot Retirement Account Plan $11.8B · 13,437
- Walgreens Retirement Savings Plan $11.7B · 238,072
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Morningstar, Inc. 401(k) Plan by total assets, not by location.
- Salem Health Hospitals & Clinics Retirement Plan (OR) $700M · 4,803
- Mercedes-Benz USA, LLC Employees' Retirement Savings Plan (GA) $700M · 4,096
- The Atlas Air, Inc. Retirement Plan (NY) $701M · 4,098
- IBEW Local No. 58 Annuity Fund (MI) $699M · 5,560
Frequently Asked Questions
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Next read for Morningstar, Inc. 401(k) Plan
Filing takeaways
Ways to act on Morningstar, Inc. 401(k) Plan's numbers.
- By total assets, Morningstar, Inc. 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
- Morningstar, Inc.'s sponsor-wide assets have grown 46.2% since 2022 across 3 plan years on file. More Information & Media plans