Profit Sharing · DOL Form 5500 · 2023
John D. & Catherine T. Macarthur Foundation Profit Sharing Plan
Data updated 2026-08-25
- $117M
- Total assets Near avg plan size
- 180
- Participants Small participant base
- 92nd
- Percentile by assets National rank
- $648,114
- Avg per participant High balance/head
Official DOL plan name: John D. & Catherine T. Macarthur Foundation Retirement Plan · Sponsored by John D. & Catherine T. Macarthur Foundation · Illinois · Other Services
$117M in assets, 180 participants
John D. & Catherine T. Macarthur Foundation's John D. & Catherine T. Macarthur Foundation Retirement Plan reported $117M in total assets and 180 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #7,645 in Other Services (7,857 peers)
Coverage in Illinois
John D. & Catherine T. Macarthur Foundation Retirement Plan covers 180 participants in Illinois, about 23% of the average Illinois filer (state average ~779 per filing). Assets: $117M.
- #7,645
- in Other Services (7,857 peers)
- +18.3%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
John D. & Catherine T. Macarthur Foundation Retirement Plan's outsized position by total assets
John D. & Catherine T. Macarthur Foundation Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$116,660,451 Top 8% higher than 92% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
John D. & Catherine T. Macarthur Foundation Retirement Plan 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. John D. & Catherine T. Macarthur Foundation Retirement Plan sits mid-pack in the medium band (180 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- John D. & Catherine T. Macarthur Foundation Retirement Plan reported net income rose from -$18M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- John D. & Catherine T. Macarthur Foundation Retirement Plan end-of-year assets rose from $99M in the plan year 2022 filing to $117M in the plan year 2023 filing.
- John D. & Catherine T. Macarthur Foundation Retirement Plan reported participants rose from 174 in the plan year 2022 filing to 180 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 237093598 · John D. & Catherine T. Macarthur Foundation PY 2023 · Profit Sharing
John D. & Catherine T. Macarthur Foundation Retirement Plan · $117M · 180 · 92nd
- NET $117M
- NET 180
- NET 92nd
- NET Profit Sharing
- NET near Stanford Health Care Tri-Valley 403(b) Plan
- NET ind #7645
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 →
John D. & Catherine T. Macarthur Foundation Retirement Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $99M |
|---|---|
| Net Assets (End of Year) | $117M |
| Net Income | $18M |
| Employer EIN | 237093598 |
| Plan Effective Date | 1981-01-01 |
| Filing Status | FILING 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
| 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.
- W. W. Grainger, Inc. Retirement Savings Plan $3.5B · 18,524
- Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5 $3.2B · 23,108
- Mcmaster-Carr Supply Company Profit Sharing Trust $2.7B · 4,366
- Mid-America Carpenters Regional Council Supplemental Retirement Plan $1.8B · 16,214
- Carle Foundation Hospital and Affiliates Matching Tsa Plan $1.2B · 15,604
John D. & Catherine T. Macarthur Foundation Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Illinois, the nearest Profit Sharing by assets is Stanford Health Care Tri-Valley 403(b) Plan in CA ($116M); by covered participants it is Office Depot Puerto Rico, LLC Retirement Savings Plan in FL (180 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($117M here).
- Stanford Health Care Tri-Valley 403(b) Plan (CA) $116M · 1,498
- IBEW Local No. 236 Annuity Plan (NY) $116M · 2,058
- Electrical Workers IBEW Local 163 Annuity Fund (NJ) $115M · 413
- Rio Tinto Alcan 401(k) Savings Plan for Former Employees (UT) $118M · N/A
Similar participant headcount
Nearest other-state filings by covered participants (180 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.