Profit Sharing · DOL Form 5500 · 2024
Robert R. Mccormick Foundation Profit Sharing Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 109
- Participants Small participant base
- 68th
- Percentile by assets National rank
- $166,830
- 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
$18M in assets, 109 participants
Robert R. Mccormick Foundation's Robert R. Mccormick Foundations Defined Contribution Plan reported $18M in total assets and 109 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.
- #6,357 in Other Services (7,719 peers)
Coverage in Illinois
Robert R. Mccormick Foundations Defined Contribution Plan covers 109 participants in Illinois, about 14% of the average Illinois filer (state average ~779 per filing). Assets: $18M.
- #6,357
- in Other Services (7,719 peers)
- +11.6%
- 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 2024 · DOL Form 5500
$18,184,465 Top 32% higher than 68% 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 Defined Contribution 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 Defined Contribution Plan sits mid-pack in the medium band (109 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Robert R. Mccormick Foundations Defined Contribution Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Robert R. Mccormick Foundations Defined Contribution Plan end-of-year assets rose from $16M in the plan year 2023 filing to $18M in the plan year 2024 filing.
- Robert R. Mccormick Foundations Defined Contribution Plan reported participants rose from 98 in the plan year 2023 filing to 109 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 363689171 · Robert R. Mccormick Foundation PY 2024 · Profit Sharing
Robert R. Mccormick Foundations Defined Contribution Plan · $18M · 109 · 68th
- EBSA $18M
- EBSA 109
- EBSA 68th
- EBSA Profit Sharing
- EBSA near 403(b) Thrift Plan for Employees of St. Louis Arc, Inc.
- EBSA ind #6357
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
Illinois filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $2M |
| Employer EIN | 363689171 |
| Plan Effective Date | 1987-01-01 |
| 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 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 $3.8B · 18,584
- Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5 $3.5B · 24,278
- Mcmaster-Carr Supply Company Profit Sharing Trust $3.0B · 4,364
- Mid-America Carpenters Regional Council Supplemental Retirement Plan $2.0B · 15,593
- Carle Foundation Hospital and Affiliates Matching Tsa Plan $1.4B · 16,059
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 403(b) Thrift Plan for Employees of St. Louis Arc, Inc. in MO ($18M); by covered participants it is Cooper Carry Inc Profit Sharing Plan & Trust in GA (109 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
Similar participant headcount
Nearest other-state filings by covered participants (109 participants); asset peers above are excluded.
- Cooper Carry Inc Profit Sharing Plan & Trust (GA) 109 · 0 off
- The Contractors Retirement Plan (AZ) 109 · 0 off
- The Contractors Retirement Plan (CA) 109 · 0 off
- 403(b) Thrift Plan for Employees of Bi-County Community Action Programs, Inc. (MN) 109 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.