Other · DOL Form 5500 · 2024
Robert R Mccormick Foundation Retirement Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 118
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $225,256
- Avg per participant Above avg balance/head
Official DOL plan name: Robert R. Mccormick Foundations 403(b) Plan · Sponsored by Robert R Mccormick Foundation · Illinois · Other Services
$27M in assets, 118 participants
Robert R Mccormick Foundation's Robert R. Mccormick Foundations 403(b) Plan reported $27M in total assets and 118 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.
- #6,727 in Other Services (7,719 peers)
Coverage in Illinois
Robert R. Mccormick Foundations 403(b) Plan covers 118 participants in Illinois, about 15% of the average Illinois filer (state average ~779 per filing). Assets: $27M.
- #6,727
- in Other Services (7,719 peers)
- +10.2%
- assets growth YoY
- 0.3×
- 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 2024 · DOL Form 5500
$26,580,167 Top 25% higher than 75% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Robert R. Mccormick Foundations 403(b) 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. Robert R. Mccormick Foundations 403(b) Plan sits mid-pack in the medium band (118 participants).
DOL schedule card
Filing strip 363689171 · Robert R Mccormick Foundation PY 2024 · Other
Robert R. Mccormick Foundations 403(b) Plan · $27M · 118 · 75th
- RANK $27M
- RANK 118
- RANK 75th
- RANK Other
- RANK near Iacp 403(b) Retirement Plan
- RANK ind #6727
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
Illinois filing particulars
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $2M |
| Employer EIN | 363689171 |
| Plan Effective Date | 1991-01-31 |
| Filing Status | FILING 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
| 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.
- Northwestern University Retirement Plan $4.4B · 9,328
- The University of Chicago Contributory Retirement Plan $3.8B · 5,144
- Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees $2.1B · 13,718
- The University of Chicago Supplemental Retirement Plan $1.9B · 8,635
- Rush University Medical Center 403(b) Retirement Savings Plan $1.8B · 13,592
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 Iacp 403(b) Retirement Plan in VA ($27M); by covered participants it is Preferred Home Services, LLC in SC (118 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
Similar participant headcount
Nearest other-state filings by covered participants (118 participants); asset peers above are excluded.
- Preferred Home Services, LLC (SC) 118 · 0 off
- City and Country School, Inc. Defined Contribution Retirement Plan (NY) 118 · 0 off
- Familyaid Boston 403b Retirement Plan (MA) 118 · 0 off
- Kootenai Clinic 403(b) Plan (ID) 118 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.