401(k)
2024 plan-year 401(k) DOL Form 5500

John D. & Catherine T. Macarthur Foundation Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by John D. & Catherine T. Macarthur Foundation · Illinois · Other Services

What the 2023 filing shows

John D. & Catherine T. Macarthur Foundation Retirement Plan holds $130M for 194 participants — about $670,552 per participant, up 11.5% over the 2024 plan year.

$130M
total plan assets (2024 EOY)
194
covered participants
$670,552
avg assets per participant
+11.5%
assets growth YoY
Total Assets (2023)
$130M
Participants
194
State
Industry
Other Services

What the Filing Says About John D. & Catherine T. Macarthur Foundation Retirement Plan

John D. & Catherine T. Macarthur Foundation Retirement Plan is a 401(k) retirement plan sponsored by John D. & Catherine T. Macarthur Foundation, headquartered in Illinois. As of the 2024 Form 5500 filing, the plan reports $130M in total end-of-year assets and covers 194 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 237093598, and the plan has been effective since 1981-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $117M at the beginning of 2024 to $130M at year-end — a gain of 11.5%. Net assets (after liabilities) closed the year at $130M, with reported net income of $13M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$117M
Total Assets (End of Year)$130M
Net Assets (End of Year)$130M
Net Income$13M
Plan Type401(k)
Employer EIN237093598
Plan Effective Date1981-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (John D. & Catherine T. Macarthur Foundation)

Year Plans Participants Total Assets
2022 2 310 $134M
2023 2 358 $160M
2024 2 384 $179M

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Frequently Asked Questions

How much money is in the John D. & Catherine T. Macarthur Foundation Retirement Plan?
As of the 2024 Form 5500 filing, John D. & Catherine T. Macarthur Foundation Retirement Plan holds $130M in total assets with 194 participants. It is sponsored by John D. & Catherine T. Macarthur Foundation.
What type of plan is John D. & Catherine T. Macarthur Foundation Retirement Plan?
John D. & Catherine T. Macarthur Foundation Retirement Plan is a 401(k) plan. It has been effective since 1981-01-01. The plan is filed with the U.S. Department of Labor under EIN 237093598.
Who sponsors the John D. & Catherine T. Macarthur Foundation Retirement Plan?
John D. & Catherine T. Macarthur Foundation Retirement Plan is sponsored by John D. & Catherine T. Macarthur Foundation, located in Illinois. The sponsor's EIN is 237093598 and the plan operates in the Other Services industry.
How did John D. & Catherine T. Macarthur Foundation Retirement Plan perform in 2024?
John D. & Catherine T. Macarthur Foundation Retirement Plan grew by 11.5% during 2024, moving from $117M to $130M in total assets. Net income was $13M.
Where can I find official filings for John D. & Catherine T. Macarthur Foundation Retirement Plan?
Official Form 5500 filings for John D. & Catherine T. Macarthur Foundation Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 237093598 or plan name at efast.dol.gov.
How does John D. & Catherine T. Macarthur Foundation Retirement Plan compare to other plans?
You can compare John D. & Catherine T. Macarthur Foundation Retirement Plan against other 401(k) plans on the plan type page, or view plans in Illinois on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 237093598.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.