Plan Ledger DOL Form 5500 · updated monthly

John D. & Catherine T. Macarthur FoundationProfit-sharing plan

JOHN D. & CATHERINE T. MACARTHUR FOUNDATION RETIREMENT PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.01%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

John D. & Catherine T. Macarthur Foundation reported $12,304 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $23,492 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.011% to 0.010%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other other services employers. By assets it is the 462nd-largest of 3,702 plans among Illinois employers on file, and the 142nd of 3,341 in other services. In 2024, the employer put in $13.48 for every $1.00 employees contributed themselves; active participation has grown from 180 to 204 since 2022.

Plan summary
Net assets, end of year$130,087,155
Participants with balances303
Active participants204
Employer contributions$4,792,432
Employee contributions$355,591
Employer contribution per active participant$23,492
Average account balance$429,331
Benefits paid to participants$6,961,103
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$130.1M · 303 accts · $4.8M emplr
2023$116.7M · 295 accts · $4.3M emplr
2022$98.6M · 282 accts · $3.9M emplr
Employer contributions to the John D. & Catherine T. Macarthur Foundation plan · 2024
Employer contribution per active participant$23,492
Median for plans this size$3,635
2024$23,492 per active participant
2023$22,256 per active participant
2022$21,881 per active participant

John D. & Catherine T. Macarthur Foundation's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
THE VANGUARD GROUP, INC. · Recordkeeping · Consulting$12,624

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$12,304 · 0.01%
2023$11,818 · 0.01%
2022$11,421 · 0.01%
All plans at this employer2
JOHN D. & CATHERINE T. MACARTHUR FOUNDATION RETIREMENT PLANProfit-sharing plan
SECTION 403(B) PLAN OF THE JOHN D. AND CATHERINE T. MACARTHUR FOUNDATIONProfit-sharing plan
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Source: U.S. Department of Labor, Form 5500 series, EIN 237093598 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.