Profit Sharing · DOL Form 5500 · 2023
Robert R. Mccormick Foundation Profit Sharing Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 98
- Participants Small participant base
- 69th
- Percentile by assets National rank
- $166,323
- Avg per participant Above avg balance/head
Official DOL plan name: Robert R. Mccormick Foundations Defined Contribution Plan · Sponsored by Robert R. Mccormick Foundation · Illinois · Other Services
$16M in assets, 98 participants
Robert R. Mccormick Foundation's Robert R. Mccormick Foundations Defined Contribution Plan reported $16M in total assets and 98 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.
- #6,498 in Other Services (7,857 peers)
Robert R. Mccormick Foundation multi-year trail
Robert R. Mccormick Foundation's plans moved +26.0% in assets from 2022 to 2024; this filing shows Robert R. Mccormick Foundations Defined Contribution Plan at $16M / 98 participants.
- #6,498
- in Other Services (7,857 peers)
- +10.7%
- assets growth YoY
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 2023 · DOL Form 5500
$16,299,660 Top 31% higher than 69% 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
Robert R. Mccormick Foundations Defined Contribution Plan among smaller 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 Defined Contribution Plan is a small filing (98 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Robert R. Mccormick Foundations Defined Contribution Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Robert R. Mccormick Foundations Defined Contribution Plan end-of-year assets rose from $15M in the plan year 2022 filing to $16M in the plan year 2023 filing.
- Robert R. Mccormick Foundations Defined Contribution Plan reported participants fell from 109 in the plan year 2022 filing to 98 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 363689171 · Robert R. Mccormick Foundation PY 2023 · Profit Sharing
Robert R. Mccormick Foundations Defined Contribution Plan · $16M · 98 · 69th
- RANK $16M
- RANK 98
- RANK 69th
- RANK Profit Sharing
- RANK near Lauren Young Tire Center Profit Sharing Plan
- RANK ind #6498
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
Robert R. Mccormick Foundation multi-year asset trail
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 |
Robert R. Mccormick Foundation filing trail (2023)
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $2M |
| Employer EIN | 363689171 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
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
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 Lauren Young Tire Center Profit Sharing Plan in OR ($16M); by covered participants it is Zabar's & Co., Inc. Profit Sharing Plan and Trust in NY (98 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (98 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.