401(k) · DOL Form 5500 · 2024

The Morton Arboretum 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
361
Participants Below avg headcount
82nd
Percentile by assets National rank
$120,077
Avg per participant Near avg balance/head
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Official DOL plan name: The Morton Arboretum 401(k) Retirement Plan · Sponsored by The Morton Arboretum · Illinois · Other Services

$43M in assets, 361 participants

The Morton Arboretum's The Morton Arboretum 401(k) Retirement Plan reported $43M in total assets and 361 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #7,097 in Other Services (7,719 peers)

Coverage in Illinois

The Morton Arboretum 401(k) Retirement Plan covers 361 participants in Illinois, about 46% of the average Illinois filer (state average ~779 per filing). Assets: $43M.

#7,097
in Other Services (7,719 peers)
+13.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

The Morton Arboretum 401(k) Retirement Plan's outsized position by total assets

The Morton Arboretum 401(k) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$43,347,700 Top 18% higher than 82% of 123,620 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 2024

The Morton Arboretum 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Morton Arboretum 401(k) Retirement Plan sits mid-pack in the medium band (361 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Morton Arboretum 401(k) Retirement Plan reported net income fell from $7M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • The Morton Arboretum 401(k) Retirement Plan end-of-year assets rose from $38M in the plan year 2023 filing to $43M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 361505770 · The Morton Arboretum PY 2024 · 401(k)

The Morton Arboretum 401(k) Retirement Plan · $43M · 361 · 82nd

  • BOOK $43M
  • BOOK 361
  • BOOK 82nd
  • BOOK 401(k)
  • BOOK near Tilden-Coil Constructors, Inc. 401(k) Profit Sharing Plan
  • BOOK ind #7097

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 →

The Morton Arboretum 401(k) Retirement Plan in the asset neighbourhood

The Morton Arboretum 401(k) Retirement PlanThe Morton Arboretum 401(k) …$43MTilden-Coil Constructors, Inc. 401(k) Profit Sharing PlanTilden-Coil Constructors, In…$43MHealth Concepts, Ltd 401(k) PlanHealth Concepts, Ltd 401(k) …$43MHcss 401(k) Plan & Trust$43MG & S Enterprises, Inc. 401(k) PlanG & S Enterprises, Inc. 401(…$43M
End-of-year total assets ($M) among The Morton Arboretum 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$43M
Net Income$5M
Employer EIN361505770
Plan Effective Date2005-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Morton Arboretum)

Sponsor-wide plan assets over time

All The Morton Arboretum plans reported in each filing year

Latest sponsor-wide plan assets
$43M 40.52323580168335% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $30.9M $43.4M ▲ +40.5%
Year Plans Participants Total Assets
2022 1 331 $31M
2023 1 364 $38M
2024 1 361 $43M

Nearby 401(k) Plans in Illinois

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The Morton Arboretum 401(k) Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants The Morton Arboretum 401(k) Retirement Plan, Total assets ($B): 0.0433477 · Participants: 361The Morton Arboretum 401(k) Retirement PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
The Morton Arboretum 401(k) Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare The Morton Arboretum 401(k) Retirement Plan side-by-side with 3 peers →

The Morton Arboretum 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Tilden-Coil Constructors, Inc. 401(k) Profit Sharing Plan in CA ($43M); by covered participants it is Advantage Engineers, LLC 401(k) Plan in MD (361 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($43M here).

Similar participant headcount

Nearest other-state filings by covered participants (361 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Morton Arboretum 401(k) Retirement Plan assets move in 2024? ▼
The Morton Arboretum 401(k) Retirement Plan grew at a solid clip - up 13.1% during 2024, from $38M to $43M. Reported net income was $5M.
How have The Morton Arboretum plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Morton Arboretum's sponsor-wide assets grew 40.5%, from $31M to $43M.
Where does The Morton Arboretum 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
The Morton Arboretum 401(k) Retirement Plan ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Morton Arboretum 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tilden-Coil Constructors, Inc. 401(k) Profit Sharing Plan in CA ($43M, 152 participants).
Which 401(k) plans cover a similar participant headcount to The Morton Arboretum 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Advantage Engineers, LLC 401(k) Plan in MD (361 participants, $8M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 361505770.

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.