Profit Sharing · DOL Form 5500 · 2022
Robert R. Mccormick Foundation Profit Sharing Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 109
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $135,111
- Avg per participant Near avg balance/head
Official DOL plan name: Robert R. Mccormick Foundations Defined Contribution Plan · Sponsored by Robert R. Mccormick Foundation · Illinois · Other Services
$15M in assets, 109 participants
Robert R. Mccormick Foundation's Robert R. Mccormick Foundations Defined Contribution Plan reported $15M in total assets and 109 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.
- #7,071 in Other Services (8,398 peers)
Coverage in Illinois
Robert R. Mccormick Foundations Defined Contribution Plan covers 109 participants in Illinois, about 14% of the average Illinois filer (state average ~779 per filing). Assets: $15M.
- #7,071
- in Other Services (8,398 peers)
- -21.8%
- assets change YoY
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Robert R. Mccormick Foundations Defined Contribution Plan's outsized position by total assets
Robert R. Mccormick Foundations Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$14,727,075 Top 28% higher than 72% 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 Defined Contribution 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 Defined Contribution Plan sits mid-pack in the medium band (109 participants).
Published 5500 schedule card
Filing strip 363689171 · Robert R. Mccormick Foundation PY 2022 · Profit Sharing
Robert R. Mccormick Foundations Defined Contribution Plan · $15M · 109 · 72nd
- BOOK $15M
- VS-ST 109
- BOY 72nd
- SCH Profit Sharing
- EBSA near Cleveland Museum of Natural History DC Retirement Plan
- PART ind #7071
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 Defined Contribution Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$4M |
| Employer EIN | 363689171 |
| Plan Effective Date | 1987-01-01 |
| 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 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
Robert R. Mccormick Foundations Defined Contribution Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Illinois, the nearest Profit Sharing by assets is Cleveland Museum of Natural History DC Retirement Plan in OH ($15M); by covered participants it is Hope for Youth, Inc. Retirement Plan in NY (109 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (109 participants); asset peers above are excluded.
- Hope for Youth, Inc. Retirement Plan (NY) 109 · 0 off
- Heaven's Hands Community Services, Inc. 403(b) Plan (NY) 109 · 0 off
- Safe Harbor Marinas Puerto Rico Retirement Plan (TX) 109 · 0 off
- Visiting Nurse Association Retirement Plan (NJ) 109 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.