Profit Sharing · DOL Form 5500 · 2024
John D. & Catherine T. Macarthur Foundation Profit Sharing Plan
Data updated 2026-08-25
- $49M
- Total assets Below avg plan size
- 190
- Participants Below avg headcount
- 84th
- Percentile by assets National rank
- $257,100
- Avg per participant Above avg balance/head
Official DOL plan name: Section 403(b) Plan of the John D. and Catherine T. Macarthur Foundation · Sponsored by John D. & Catherine T. Macarthur Foundation · Illinois · Other Services
$49M in assets, 190 participants
John D. & Catherine T. Macarthur Foundation's Section 403(b) Plan of the John D. and Catherine T. Macarthur Foundation reported $49M in total assets and 190 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.
- #7,153 in Other Services (7,719 peers)
Coverage in Illinois
Section 403(b) Plan of the John D. and Catherine T. Macarthur Foundation covers 190 participants in Illinois, about 24% of the average Illinois filer (state average ~779 per filing). Assets: $49M.
- #7,153
- in Other Services (7,719 peers)
- +12.6%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Section 403(b) Plan of the John D. and Catherine T. Macarthur Foundation's outsized position by total assets
Section 403(b) Plan of the John D. and Catherine T. Macarthur Foundation vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$48,849,045 Top 16% higher than 84% 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
Section 403(b) Plan of the John D. and Catherine T. Macarthur Foundation 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. Section 403(b) Plan of the John D. and Catherine T. Macarthur Foundation sits mid-pack in the medium band (190 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Section 403(b) Plan of the John D. and Catherine T. Macarthur Foundation reported net income fell from $8M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Section 403(b) Plan of the John D. and Catherine T. Macarthur Foundation end-of-year assets rose from $43M in the plan year 2023 filing to $49M in the plan year 2024 filing.
- Section 403(b) Plan of the John D. and Catherine T. Macarthur Foundation reported participants rose from 178 in the plan year 2023 filing to 190 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 237093598 · John D. & Catherine T. Macarthur Foundation PY 2024 · Profit Sharing
Section 403(b) Plan of the John D. and Catherine T. Macarthur Foundation · $49M · 190 · 84th
- EIN $49M
- EIN 190
- EIN 84th
- EIN Profit Sharing
- EIN near Haleon Puerto Rico 401(k) Plan
- EIN ind #7153
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 →
Section 403(b) Plan of the John D. and Catherine T. Macarthur Foundation in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $43M |
|---|---|
| Net Assets (End of Year) | $49M |
| Net Income | $5M |
| Employer EIN | 237093598 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (John D. & Catherine T. Macarthur Foundation)
Sponsor-wide plan assets over time
All John D. & Catherine T. Macarthur Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $179M 33.639651019982196% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 310 | $134M |
| 2023 | 2 | 358 | $160M |
| 2024 | 2 | 384 | $179M |
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
Section 403(b) Plan of the John D. and Catherine T. Macarthur Foundation's out-of-state Profit Sharing peers by assets and headcount
Outside Illinois, the nearest Profit Sharing by assets is Haleon Puerto Rico 401(k) Plan in NJ ($49M); by covered participants it is Serenity Lane Health Services and Affiliated Companies Pension Plan in OR (190 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($49M here).
- Haleon Puerto Rico 401(k) Plan (NJ) $49M · 912
- Knox Community Hospital Employees Retirement Plan (OH) $49M · 1,369
- Botsford Hospital Defined Contribution Plan (MI) $49M · 1,584
- 403(b) Thrift Plan of Community Health Care (WA) $49M · 575
Similar participant headcount
Nearest other-state filings by covered participants (190 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.