Robert R. McCormick Foundations 403(b) Plan403(b) plan: employer contributions, fees and assets
2025Form 5500 for plan year 2025
The filing shows $4,224 of employer contributions for each active participant in the plan year that ended 31 Dec 2025. Form 5500 does not state the match formula.
- Sponsor
- Robert R McCormick Foundation, Chicago, IL
- EIN and plan number
- 36-3689172, plan 334
- Plan type
- 403(b). Single-employer plan
- Plan year
- to
- Filing received
What this filing shows
At the end of the plan year that ended 31 Dec 2025, the plan had 196 participants.
Net assets were $29,041,717 at the end of that plan year.
Employer contributions were $4,224 for each active participant in that plan year.
Participant contributions were $6,492 for each active participant.
By participants, it was number 2,472 of 3,316 defined contribution plans with 100 or more participants and a filing address in Illinois.
By net assets, it was number 1,500 of 3,191.
Its net assets rose by 9.3% from plan year 2024 to 2025.
Net assets of the 18,093 defined contribution plans with 100 to 249 participants in plan year 2024 that filed for both years rose by 14.4%.
Its Schedule C compensation for each participant was $36.38 in plan year 2025.
The median of defined contribution plans with 100 to 249 participants was $194 in plan year 2024.
Form 5500 does not state the match formula.
What Form 5500 does not show
- The match formula. The form gives the total of the employer contributions for a plan year.
- Fund expense ratios. The fees on the form are the administrative expenses of the plan and the Schedule C compensation.
- The account of a person. The form gives totals for the plan.
While applicable plans are required to file a Form 5500 or Form 5500-SF annually, multiple filings may exist for a plan’s single form year if a plan amends their original filing or if a duplicate filing was erroneously submitted.
The dataset listed as “Latest” includes only the latest filing received for a plan with a filing status of “FILING_RECEIVED”.
EBSA wrote these sentences. Copied from Employee Benefits Security Administration, Form 5500 Datasets Guide on .
In plain words: this page shows the latest filing on record for each plan. A plan can amend a filing, and an amended filing replaces the earlier one at the next update. Source of the figures: the Form 5500 datasets, filings received through . The Department of Labor received this filing on .
Contributions
Position among plans of the same type and size. The group: 22,108 defined contribution plans with 100 to 249 participants, plan year 2024. The percentiles set the latest figures of this plan against the group of plan year 2024.
- Employer contributionsPlan year that ended 31 Dec 2025. Cash from employers, Schedule H line 2a(1)(A)
- $646,287
- Active participants31 Dec 2025
- 153
- Employer contributions for each active participant
- $4,224
The plan is at the 73rd percentile of the group. The quartiles of the group are $1,250, $2,447 and $4,395. Among plans of the same sector, the plan is at the 75th percentile.
- Participant contributionsPlan year that ended 31 Dec 2025
- $993,267
- Rollovers and other contributions
- $65,663
- Participant contributions for each active participant
- $6,492
The plan is at the 64th percentile of the group of 20,744 plans. The quartiles of the group are $3,077, $5,003 and $8,036. Among plans of the same sector, the plan is at the 75th percentile.
- Total contributionsPlan year that ended 31 Dec 2025. Schedule H line 2a(3)
- $1,705,217
A percentile gives a position in the group. It does not grade the plan. Groups: plans with 100 to 249 participants, Other services sector.
Fees that the filing shows
The fees on this page are the administrative expenses of the plan and the Schedule C compensation. Fund expense ratios are not in Form 5500.
- Contract administrator fees
- $7,132
- Administrative expenses, Schedule HPlan year that ended 31 Dec 2025
- $7,132
The plan is at the 20th percentile of the group. The quartiles of the group are $53.32, $176 and $310. Among plans of the same sector, the plan is at the 27th percentile.
- Direct compensation
- $7,131
- Indirect compensation
- $0
- Schedule C compensation to organisationsPlan year that ended 31 Dec 2025
- $7,131
The plan is at the 15th percentile of the group. The quartiles of the group are $79.80, $194 and $331. Among plans of the same sector, the plan is at the 22nd percentile.
The group for a fee line has only the plans that report an amount. Guide: how to read Schedule C fees
Assets and participants
- Net assets at the start of the plan year
- $26,580,167
- Total income, with the result of the investments
- $5,861,669
- Benefits paid
- $3,392,987
- Total expenses
- $3,400,119
- Net income
- $2,461,550
- Net transfers
- $0
- Net assets, 31 Dec 2025
- $29,041,717
- Active participants
- 153
- Retired or separated, with benefits now
- 0
- Retired or separated, with benefits later
- 42
- Participants with an account balance
- 186
- Participants, 31 Dec 2025
- 196
The plan is at the 86th percentile of the group. The quartiles of the group are $32,536, $60,164 and $105,654. Among plans of the same sector, the plan is at the 89th percentile.
Net assets for each participant is an average of the plan. Form 5500 has no account balance of a person.
Plan years on file
Plan years 2022 and 2023 have no column. The site has no filing of this plan for them, or the filing has no figure.
Plan years 2022 and 2023 have no column. The site has no filing of this plan for them, or the filing has no figure.
| Plan year | Participants | Net assets | Employer contributions | Participant contributions | Schedule C compensation |
|---|---|---|---|---|---|
| 2025 | 196 | $29.0M | $646K | $993K | $7,000 |
| 2024 | 209 | $26.6M | $571K | $982K | $7,000 |
| 2021 | 192 | $25.8M | $548K | $913K | $1,000 |
| 2020 | 186 | $22.9M | $555K | $975K | $0 |
| 2019 | 168 | $19.2M | $546K | $912K | $1,000 |
| 2018 | 189 | $15.6M | $551K | $890K | $1,000 |
| 2017 | 182 | $16.9M | $507K | $823K | $1,000 |
| 2016 | 187 | $14.8M | $495K | $842K | $1,000 |
| 2015 | 179 | $13.4M | $472K | $803K | $1,000 |
| 2014 | 199 | $13.4M | $494K | $731K | $2,000 |
| 2013 | 263 | $14.0M | $524K | $777K | $0 |
| 2012 | 246 | $11.4M | $515K | $759K | $1,000 |
| 2011 | 237 | $9.2M | $489K | $717K | $1,000 |
| 2010 | 230 | $9.1M | $507K | $724K | $0 |
| 2009 | 217 | $7.5M | $472K | $706K | $0 |
The site has no filing of this plan for plan years 2022 and 2023.
Assets by Schedule H category, 31 Dec 2025
- Registered investment companies (mutual funds)
- $27.7M 95.4%
- Insurance company general account
- $1.1M 3.7%
- Participant loans
- $258K 0.9%
The form shows the type of the investment vehicle. It does not list the funds of the plan.
Service providers on Schedule C
| Organisation | Services in the filing | Direct compensation | Indirect compensation |
|---|---|---|---|
| Principal Life Insurance Company | Contract Administrator; Participant loan processing | $7,131 | $0 |
Schedule C lists a provider only when the plan paid it $5,000 or more. The site does not show persons that Schedule C names.
Other answers in the filing
- Opinion of the accountantSchedule H line 3a
- Unmodified
- Accountant performed an ERISA section 103(a)(3)(C) auditSchedule H line 3b
- Yes
- Accounting firmSchedule H line 3c
- Grant Thornton LLP
- Failure to transmit participant contributionsSchedule H line 4a
- Yes, $273
- Fidelity bondSchedule H line 4d
- Yes, $2,000,000
- Blackout period in the plan yearSchedule H line 4m
- No
- Marks on the form
- automatic enrollment
- 2FERISA section 404(c) plan
- 2GTotal participant-directed account plan
- 2LCode section 403(b)(1) arrangement (annuity contracts)
- 2MCode section 403(b)(7) accounts (custodial accounts for regulated investment company stock)
- 2S401(k) plan or 403(b) plan that provides for automatic enrollment
- 2TTotal or partial participant-directed account plan with a default investment account
- 3DPre-approved pension plan
Plan characteristics codes of line 8a, with the labels of the Form 5500 instructions. Business code 813000: Religious, Grantmaking, Civic, Professional, & Similar Organizations (including condominium and homeowners associations).
The plan administrator gives these answers on Schedule H. The site shows the answers as filed. It draws no conclusion from them.
Line 3a. The attached opinion of an independent qualified public accountant for this plan is (see instructions):
The form has four choices: unmodified, qualified, disclaimer and adverse. Glossary
Line 4a. Was there a failure to transmit to the plan any participant contributions within the time period described in 29 CFR 2510.3-102? Continue to answer “Yes” for any prior year failures until fully corrected. (See instructions and DOL’s Voluntary Fiduciary Correction Program.)
A “Yes” answer carries an amount. The line does not say why a transfer was late. Glossary
Form text copied from Department of Labor, Schedule H (Form 5500), editions 2024 and 2025 on .
Other plans of Robert R McCormick Foundation
| Plan | Participants | Net assets |
|---|---|---|
| Robert R. McCormick Foundations Defined Contribution Plan | 146 | $20.1M |
Plans of similar size in the same industry
| Plan | Sponsor | Participants |
|---|---|---|
| Conrad N. Hilton Foundation Money Purchase Pension Plan | Conrad N. Hilton Foundation | 197 |
| Los Angeles Conservation Corps 401(k) Retirement Plan | Los Angeles Conservation Corps | 196 |
| Knoxville Zoological Gardens, Inc. 401(k) Plan | Knoxville Zoological Gardens, Inc. | 197 |
| Medical Society of Delaware 401(k) Profit Sharing Plan | Medical Society of Delaware | 196 |
| 403(b) Thrift Plan for Employees of Girl Scouts of Northeast Texas | Girl Scouts of Northeast Texas | 198 |
| Henrietta Weill Memorial Child Guidance Clinic 403(b) Plan | Henrietta Weill Memorial Child Guidance Clinic | 196 |
| International Bowling Campus 401(k) Retirement Plan | United States Bowling Congress | 198 |
| Ardmore, Inc. Employees Retirement Plan | Ardmore, Inc. | 196 |
| New Jersey Hospital Association Salary Deferral Plan | New Jersey Hospital Association | 198 |
| Claims Conference 401(k) Plan | Conference on Jewish Material Claims Against Germany, Inc. | 196 |
Official channels
- Form 5500 Filing Search, U.S. Department of Labor, EFAST2
The search of the Department of Labor for filed Form 5500 reports.
To find this plan there, look for: EIN 36-3689172Plan number 334
- EBSA publication about retirement plans, for participants, U.S. Department of Labor, Employee Benefits Security Administration
The publication explains how a retirement plan works.
The links open the sites of the Department of Labor in a new tab. The site confirmed the links on .
Cite this page
My Plan Facts. "Robert R. McCormick Foundations 403(b) Plan." https://myplanfacts.com/plan/363689172-334-robert-r-mccormick-foundations-403-b-plan/. Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 datasets, filings received through 24 Oct 2026.
Where this page gets its figures
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 datasets (Form 5500, Schedule H, Schedule C), plan years 2009 to 2025. The datasets are in the public domain. This page shows the latest filing on record for EIN 36-3689172, plan 334. An amended filing replaces it at the next update. The site calculates the figures for each participant, the quartiles and the percentiles. How the figures are made. Report an error.
Search engines do not list this page. The site asks for 500 participants or more, a second filing on record, and net assets and an employer contributions line on Schedule H.
Questions
Does the filing show the employer match?
No. Form 5500 does not state the match formula. The filing shows total employer contributions of $646,287 for the plan year that ended 31 Dec 2025. Participants contributed $993,267 in total in that plan year.
What fees does the filing show?
The plan reported $7,132 of administrative expenses for the plan year that ended 31 Dec 2025. Schedule C shows $7,131 of compensation to service providers. Fund expense ratios are not in Form 5500.
Which organisations give services to the plan?
Schedule C of the filing names 1 organisation. The table of service providers on this page gives the names, the services and the amounts. Schedule C lists a provider only when the plan paid it $5,000 or more.
How old are these figures?
The figures are for the plan year from 1 Jan 2025 to 31 Dec 2025. The Department of Labor received the filing on 13 Oct 2026. A filing is due by the last day of the 7th month after the plan year ends. An extension allows up to 9.5 months after the plan year ends.