401(k) · DOL Form 5500 · 2024
Morningstar, Inc. 401(k) Plan
Data updated 2026-08-11
- $1.0B
- Total assets
- 3,504
- Participants
- 98th
- Percentile by assets
- $292,011
- Avg per participant
Official DOL plan name: Morningstar, Inc. 401(k) Plan · Sponsored by Morningstar, Inc. · Illinois · Information & Media
$1.0B in assets, 3,504 participants
Morningstar, Inc.'s Morningstar, Inc. 401(k) Plan reported $1.0B in total assets and 3,504 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 123,622 plans)
- #2,744 in Information & Media (2,822 peers)
Coverage in Illinois
Morningstar, Inc. 401(k) Plan covers 3,504 participants in Illinois, 4.5x the typical Illinois plan (state average ~779 per filing). Assets: $1.0B.
- $1.0B
- total plan assets (2024 EOY)
- 3,504
- covered participants
- 98th
- percentile by assets (of 123,622 plans)
- $292,011
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Morningstar, Inc. 401(k) Plan reported net income fell from $178M in the plan year 2023 filing to $145M in the plan year 2024 filing.
- Morningstar, Inc. 401(k) Plan end-of-year assets rose from $878M in the plan year 2023 filing to $1.0B in the plan year 2024 filing.
- Morningstar, Inc. 401(k) Plan reported participants fell from 3,542 in the plan year 2023 filing to 3,504 in the plan year 2024 filing.
Participants vs Illinois filers
In Illinois, the average filing covers about 779 participants across 5,745 plans. Morningstar, Inc. 401(k) Plan reports 3,504 participants - 4.5x that state average ($1.0B EOY assets).
Illinois filing particulars
| Total Assets (Beginning of Year) | $878M |
|---|---|
| Net Assets (End of Year) | $1.0B |
| Net Income | $145M |
| Employer EIN | 363297908 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Morningstar, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,089 | $700M |
| 2023 | 1 | 3,542 | $878M |
| 2024 | 1 | 3,504 | $1.0B |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Morningstar, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Morningstar, Inc. 401(k) Plan by total assets, not by location.
- Mac Arthur Co. 2015 Amended and Restated 401(k) and Employee Stock Ownership Plan (MN) $1.0B · 1,298
- Clark Group Retirement Plan (MD) $1.0B · 2,820
- Nvr, Inc. Profit Sharing Plan (VA) $1.0B · 6,515
- Lithia Motors, Inc. 401(k) Plan (OR) $1.0B · 24,675
Frequently Asked Questions
How did Morningstar, Inc. 401(k) Plan assets move in 2024? ▼
How have Morningstar, Inc. plan assets changed over time? ▼
Where does Morningstar, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
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Next read for Morningstar, Inc. 401(k) Plan
Filing takeaways
Ways to act on Morningstar, Inc. 401(k) Plan's numbers.
- By total assets, Morningstar, Inc. 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
- Morningstar, Inc.'s sponsor-wide assets have grown 46.2% since 2022 across 3 plan years on file. More Information & Media plans