Other · DOL Form 5500 · 2023

Robert R Mccormick Foundation Retirement Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
122
Participants Small participant base
76th
Percentile by assets National rank
$197,784
Avg per participant Above avg balance/head
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Official DOL plan name: Robert R. Mccormick Foundations 403(b) Plan · Sponsored by Robert R Mccormick Foundation · Illinois · Other Services

$24M in assets, 122 participants

Robert R Mccormick Foundation's Robert R. Mccormick Foundations 403(b) Plan reported $24M in total assets and 122 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #6,859 in Other Services (7,857 peers)

Coverage in Illinois

Robert R. Mccormick Foundations 403(b) Plan covers 122 participants in Illinois, about 16% of the average Illinois filer (state average ~779 per filing). Assets: $24M.

#6,859
in Other Services (7,857 peers)
+16.0%
assets growth YoY
0.2×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$24,129,638 Top 24% higher than 76% 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

Robert R. Mccormick Foundations 403(b) 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. Robert R. Mccormick Foundations 403(b) Plan sits mid-pack in the medium band (122 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Robert R. Mccormick Foundations 403(b) Plan reported net income rose from -$5M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Robert R. Mccormick Foundations 403(b) Plan end-of-year assets rose from $21M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Robert R. Mccormick Foundations 403(b) Plan reported participants fell from 133 in the plan year 2022 filing to 122 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 363689171 · Robert R Mccormick Foundation PY 2023 · Other

Robert R. Mccormick Foundations 403(b) Plan · $24M · 122 · 76th

  • ASSETS $24M
  • PCT 122
  • EIN 76th
  • RANK Other
  • PHOTO near Catalight Foundation 403(b) Plan
  • IND ind #6859

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

Bipartisan Policy Center 403(b) Retirement PlanBipartisan Policy Center 403…$24MJesuit High School of Sacramento Employee Retirement PlanJesuit High School of Sacram…$24MRobert R. Mccormick Foundations 403(b) PlanRobert R. Mccormick Foundati…$24MCatalight Foundation 403(b) PlanCatalight Foundation 403(b) …$24MAmerican Association of Colleges and Universities DC Retirement PlanAmerican Association of Coll…$24M
End-of-year total assets ($M) among Robert R. Mccormick Foundations 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$24M
Net Income$3M
Employer EIN363689171
Plan Effective Date1991-01-31
Filing StatusFILING 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
$30M$35M$40M$45M$50M 202220232024 $35.5M $44.8M ▲ +26.0%
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.

Robert R. Mccormick Foundations 403(b) Plan vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Robert R. Mccormick Foundations 403(b) Plan, Total assets ($B): 0.024129638 · Participants: 122Robert R. Mccormick Foundations 403(b) PlanNorthwestern University Retirement Plan, Total assets ($B): 4.022176874 · Participants: 9440Northwestern University Retirement PlanThe University of Chicago Contributory Retirement Plan, Total assets ($B): 3.494522229 · Participants: 4796The University of Chicago Contributory Retirement PlanEndeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees, Total assets ($B): 2.005336202 · Participants: 13705Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem EmployeesThe University of Chicago Supplemental Retirement Plan, Total assets ($B): 1.734364044 · Participants: 8254The University of Chicago Supplemental Retirement PlanArgonne National Laboratory 403(b) Employee Retirement Plan, Total assets ($B): 1.577078821 · Participants: 3798Argonne National Laboratory 403(b) Employee Retirement Plan
Robert R. Mccormick Foundations 403(b) Plan vs. nearby Other plans in Illinois, assets vs. participants
Compare Robert R. Mccormick Foundations 403(b) Plan side-by-side with 3 peers →

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 Catalight Foundation 403(b) Plan in CA ($24M); by covered participants it is Port Newark Maintenance & Repair 401(k) Plan in AZ (122 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (122 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 Robert R. Mccormick Foundations 403(b) Plan assets move in 2023? ▼
Robert R. Mccormick Foundations 403(b) Plan grew sharply - up 16.0% during 2023, from $21M to $24M. Reported net income was $3M.
How have Robert R Mccormick Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robert R Mccormick Foundation's sponsor-wide assets grew 26.0%, from $36M to $45M.
Where does Robert R. Mccormick Foundations 403(b) Plan rank by assets among Form 5500 filers? ▼
Robert R. Mccormick Foundations 403(b) Plan ranks in the 76th 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 Other plans are similar in size to Robert R. Mccormick Foundations 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Catalight Foundation 403(b) Plan in CA ($24M, 696 participants).
Which Other plans cover a similar participant headcount to Robert R. Mccormick Foundations 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Port Newark Maintenance & Repair 401(k) Plan in AZ (122 participants, $15M 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 363689171.

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.