401(k) · DOL Form 5500 · 2023
Morningstar, Inc. 401(k) Plan
Data updated 2026-08-11
- $878M
- Total assets
- 3,542
- Participants
- 98th
- Percentile by assets
- $247,867
- Avg per participant
Official DOL plan name: Morningstar, Inc. 401(k) Plan · Sponsored by Morningstar, Inc. · Illinois · Information & Media
$878M in assets, 3,542 participants
Morningstar, Inc.'s Morningstar, Inc. 401(k) Plan reported $878M in total assets and 3,542 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 127,072 plans)
- #2,735 in Information & Media (2,818 peers)
Coverage in Illinois
Morningstar, Inc. 401(k) Plan covers 3,542 participants in Illinois, 4.5x the typical Illinois plan (state average ~779 per filing). Assets: $878M.
- $878M
- total plan assets (2023 EOY)
- 3,542
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $247,867
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Morningstar, Inc. 401(k) Plan reported net income rose from -$98M in the plan year 2022 filing to $178M in the plan year 2023 filing.
- Morningstar, Inc. 401(k) Plan end-of-year assets rose from $700M in the plan year 2022 filing to $878M in the plan year 2023 filing.
- Morningstar, Inc. 401(k) Plan reported participants rose from 3,089 in the plan year 2022 filing to 3,542 in the plan year 2023 filing.
Participants vs Illinois filers
In Illinois, the average filing covers about 779 participants across 5,745 plans. Morningstar, Inc. 401(k) Plan reports 3,542 participants - 4.5x that state average ($878M EOY assets).
Illinois filing particulars
| Total Assets (Beginning of Year) | $700M |
|---|---|
| Net Assets (End of Year) | $878M |
| Net Income | $178M |
| Employer EIN | 363297908 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Morningstar, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,089 | $700M |
| 2023 | 1 | 3,542 | $878M |
| 2024 | 1 | 3,504 | $1.0B |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Morningstar, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Morningstar, Inc. 401(k) Plan by total assets, not by location.
- Assuredpartners 401(k) Plan (FL) $878M · 8,610
- B. Braun Medical Inc. Savings Plan (PA) $879M · 6,235
- Amica 401(k) Retirement Savings Plan (RI) $877M · 3,456
- Wsgr 401(k) and Profit Sharing Plan (CA) $879M · 2,146
Frequently Asked Questions
How did Morningstar, Inc. 401(k) Plan assets move in 2023? ▼
How have Morningstar, Inc. plan assets changed over time? ▼
Where does Morningstar, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Morningstar, Inc. 401(k) Plan? ▼
Next read for Morningstar, Inc. 401(k) Plan
Filing takeaways
Ways to act on Morningstar, Inc. 401(k) Plan's numbers.
- By total assets, Morningstar, Inc. 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
- Morningstar, Inc.'s sponsor-wide assets have grown 46.2% since 2022 across 3 plan years on file. More Information & Media plans