Other · DOL Form 5500 · 2022
Robert R Mccormick Foundation Retirement Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 133
- Participants Small participant base
- 78th
- Percentile by assets National rank
- $156,434
- Avg per participant Above avg balance/head
Official DOL plan name: Robert R Mccormick Foundations 403(b) Plan · Sponsored by Robert R Mccormick Foundation · Illinois · Other Services
$21M in assets, 133 participants
Robert R Mccormick Foundation's Robert R Mccormick Foundations 403(b) Plan reported $21M in total assets and 133 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.
- #7,415 in Other Services (8,398 peers)
Coverage in Illinois
Robert R Mccormick Foundations 403(b) Plan covers 133 participants in Illinois, about 17% of the average Illinois filer (state average ~779 per filing). Assets: $21M.
- #7,415
- in Other Services (8,398 peers)
- -19.2%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Robert R Mccormick Foundations 403(b) Plan's outsized position by total assets
Robert R Mccormick Foundations 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$20,805,713 Top 22% higher than 78% 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
Robert R Mccormick Foundations 403(b) Plan 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. Robert R Mccormick Foundations 403(b) Plan sits mid-pack in the medium band (133 participants).
Plan-year Form 5500 strip
Filing strip 363689171 · Robert R Mccormick Foundation PY 2022 · Other
Robert R Mccormick Foundations 403(b) Plan · $21M · 133 · 78th
- PHOTO $21M
- PHOTO 133
- PHOTO 78th
- PHOTO Other
- PHOTO near Davis & Elkins College Defined Contribution Retirement Plan
- PHOTO ind #7415
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 →
Robert R Mccormick Foundations 403(b) Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | -$5M |
| Employer EIN | 363689171 |
| Plan Effective Date | 1991-01-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Robert R Mccormick Foundation)
Sponsor-wide plan assets over time
All Robert R Mccormick Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $45M 25.98119798536495% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 242 | $36M |
| 2023 | 2 | 220 | $40M |
| 2024 | 2 | 227 | $45M |
Nearby Other Plans in Illinois
Peer Other plans, same state, same plan type, ranked by total assets.
- Washington University Retirement Savings Plan $5.9B · 15,925
- Northwestern University Retirement Plan $3.5B · 9,465
- The University of Chicago Contributory Retirement Plan $3.1B · 4,552
- Northshore University Healthsystem Tax Deferred Annuity Plan $1.8B · 13,159
- The University of Chicago Supplemental Retirement Plan $1.5B · 7,855
Robert R Mccormick Foundations 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Davis & Elkins College Defined Contribution Retirement Plan in WV ($21M); by covered participants it is Lifestream Services Inc. Retirement Savings Plan in IN (133 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
- Davis & Elkins College Defined Contribution Retirement Plan (WV) $21M · 184
- Heartspring 403 (B) DC Plan (KS) $21M · 433
- Houlton Regional Hospital 403(b) Savings Plan (ME) $21M · 368
- Morselife Tax Deferred Annuity Plan (FL) $21M · 1,242
Similar participant headcount
Nearest other-state filings by covered participants (133 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.