Profit Sharing · DOL Form 5500 · 2023

Robert R. Mccormick Foundation Profit Sharing Plan

Data updated 2026-08-11

$16M
Total assets: 98
Participants: 69th
Percentile by assets: $166,323
Avg per participant

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.

69th percentile by assets (of 127,072 plans)
#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.

$16M
total plan assets (2023 EOY): 98
covered participants: 69th
percentile by assets (of 127,072 plans): $166,323
avg assets per participant

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.

See the national 2022→2023 release diff →

State

Illinois

Industry

Other Services

Robert R. Mccormick Foundation across 3 plan years on file

Across the 3 plan years Robert R. Mccormick Foundation has on file (2022-2024), sponsor-wide plan assets have moved from $36M to $45M, a gain of 26.0%, while reported participants moved from 242 to 227 (-6.2%). Peak year by sponsor assets: 2024 ($45M); trough: 2022 ($36M).

Robert R. Mccormick Foundation multi-year asset trail

Total plan assets by year, all Robert R. Mccormick Foundation plans on file

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.

Robert R. Mccormick Foundations Defined Contribution Plan vs. nearby Profit Sharing plans in Illinois, assets vs. participants

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

Compare Robert R. Mccormick Foundations Defined … side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Robert R. Mccormick Foundations Defined Contribution Plan by total assets, not by location.

Lauren Young Tire Center Profit Sharing Plan (OR) $16M · 53
Morgan Energy Corporation Profit Sharing Plan (CO) $16M · 1
Santa Fe Preparatory School DC Retirement Plan (NM) $16M · 132
Weca Atc Retirement Plan and Trust (CA) $16M · 747

Frequently Asked Questions

How did Robert R. Mccormick Foundations Defined Contribution Plan assets move in 2023? ▼

Robert R. Mccormick Foundations Defined Contribution Plan grew at a solid clip - up 10.7% during 2023, from $15M to $16M. Reported net income was $2M.

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.

Which Profit Sharing plans are similar in size to Robert R. Mccormick Foundations Defined Contribution Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Lauren Young Tire Center Profit Sharing Plan in OR ($16M, 53 participants).

Next read for Robert R. Mccormick Foundations Defined …

Multi-year trail

Ways to act on Robert R. Mccormick Foundations Defined Contribution Plan's numbers.

By total assets, Robert R. Mccormick Foundations Defined Contribution Plan ranks above the median plan by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in Illinois. Compare plans
Robert R. Mccormick Foundation's sponsor-wide assets have grown 26.0% since 2022 across 3 plan years on file. More Other Services plans

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.