Profit Sharing · DOL Form 5500 · 2023

John D. & Catherine T. Macarthur Foundation Profit Sharing Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
178
Participants Small participant base
84th
Percentile by assets National rank
$243,772
Avg per participant Above avg balance/head
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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

$43M in assets, 178 participants

John D. & Catherine T. Macarthur Foundation's Section 403(b) Plan of the John D. and Catherine T. Macarthur Foundation reported $43M in total assets and 178 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #7,277 in Other Services (7,857 peers)

Coverage in Illinois

Section 403(b) Plan of the John D. and Catherine T. Macarthur Foundation covers 178 participants in Illinois, about 23% of the average Illinois filer (state average ~779 per filing). Assets: $43M.

#7,277
in Other Services (7,857 peers)
+23.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$43,391,440 Top 16% higher than 84% of 127,068 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 2023

Section 403(b) Plan of the John D. and Catherine T. Macarthur Foundation among mid-size filed plans by headcount

Plan-year 2023 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 (178 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Section 403(b) Plan of the John D. and Catherine T. Macarthur Foundation reported net income rose from -$6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Section 403(b) Plan of the John D. and Catherine T. Macarthur Foundation reported participants rose from 136 in the plan year 2022 filing to 178 in the plan year 2023 filing.
  • Section 403(b) Plan of the John D. and Catherine T. Macarthur Foundation end-of-year assets rose from $35M in the plan year 2022 filing to $43M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 237093598 · John D. & Catherine T. Macarthur Foundation PY 2023 · Profit Sharing

Section 403(b) Plan of the John D. and Catherine T. Macarthur Foundation · $43M · 178 · 84th

  • EBSA $43M
  • EBSA 178
  • EBSA 84th
  • EBSA Profit Sharing
  • EBSA near Dismas Charities, Inc. Retirement Plan
  • EBSA ind #7277

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

Sheet Metal Workers Local 46 Annuity PlanSheet Metal Workers Local 46…$44MLocal Union 373 U.a. Annuity FundLocal Union 373 U.a. Annuity…$43MDismas Charities, Inc. Retirement PlanDismas Charities, Inc. Retir…$43MSection 403(b) Plan of the John D. and Catherine T. Macarthur FoundationSection 403(b) Plan of the J…$43MPlumbers & Pipefitters Local 625 Pension PlanPlumbers & Pipefitters Local…$43M
End-of-year total assets ($M) among Section 403(b) Plan of the John D. and Catherine T. Macarthur Foundation and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$43M
Net Income$8M
Employer EIN237093598
Plan Effective Date2022-01-01
Filing StatusFILING 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
$120M$140M$160M$180M$200M 202220232024 $134M $179M ▲ +33.6%
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.

Section 403(b) Plan of the John D. and Catherine T. Macarthur Foundation vs. nearby Profit Sharing plans in Illinois, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Section 403(b) Plan of the John D. and Catherine T. Macarthur Foundation, Total assets ($B): 0.04339144 · Participants: 178Section 403(b) Plan of the John D. and Catherine T. Macarthur FoundationW. W. Grainger, Inc. Retirement Savings Plan, Total assets ($B): 3.454274218 · Participants: 18524W. W. Grainger, Inc. Retirement Savings PlanElectrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5, Total assets ($B): 3.245353634 · Participants: 23108Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5Mcmaster-Carr Supply Company Profit Sharing Trust, Total assets ($B): 2.733520068 · Participants: 4366Mcmaster-Carr Supply Company Profit Sharing TrustMid-America Carpenters Regional Council Supplemental Retirement Plan, Total assets ($B): 1.788799198 · Participants: 16214Mid-America Carpenters Regional Council Supplemental Retirement PlanCarle Foundation Hospital and Affiliates Matching Tsa Plan, Total assets ($B): 1.173752843 · Participants: 15604Carle Foundation Hospital and Affiliates Matching Tsa Plan
Section 403(b) Plan of the John D. and Catherine T. Macarthur Foundation vs. nearby Profit Sharing plans in Illinois, assets vs. participants
Compare Section 403(b) Plan of the John D. and Catherine T. Macarthur Foundation side-by-side with 3 peers →

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 Dismas Charities, Inc. Retirement Plan in KY ($43M); by covered participants it is Chugh, LLP Profit Sharing Plan in CA (178 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($43M here).

Similar participant headcount

Nearest other-state filings by covered participants (178 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Section 403(b) Plan of the John D. and Catherine T. Macarthur Foundation assets move in 2023? ▼
Section 403(b) Plan of the John D. and Catherine T. Macarthur Foundation grew sharply - up 23.0% during 2023, from $35M to $43M. Reported net income was $8M.
How have John D. & Catherine T. Macarthur Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), John D. & Catherine T. Macarthur Foundation's sponsor-wide assets grew 33.6%, from $134M to $179M.
Where does Section 403(b) Plan of the John D. and Catherine T. Macarthur Foundation rank by assets among Form 5500 filers? ▼
Section 403(b) Plan of the John D. and Catherine T. Macarthur Foundation ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Section 403(b) Plan of the John D. and Catherine T. Macarthur Foundation? ▼
Among Profit Sharing plans in other states, the closest by assets is Dismas Charities, Inc. Retirement Plan in KY ($43M, 540 participants).
Which Profit Sharing plans cover a similar participant headcount to Section 403(b) Plan of the John D. and Catherine T. Macarthur Foundation? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Chugh, LLP Profit Sharing Plan in CA (178 participants, $10M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 237093598.

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.