John D. & Catherine T. Macarthur Foundation retirement plan: assets, participants and fees
What John D. & Catherine T. Macarthur Foundation's retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Crowe LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 2,561 defined-contribution plans in other services with 100 to 499 participants.
| John D. & Catherine T. Macarthur Foundation: employer contribution per participant | $15,817 | |
| Peer median | $1,803 |
| John D. & Catherine T. Macarthur Foundation: average balance | $429,331 | |
| Peer median | $48,934 |
| John D. & Catherine T. Macarthur Foundation: admin expenses ÷ assets | <0.01% | |
| Peer median | 0.31% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $117M at the end of plan year 2021 to $130M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 304 | $130M | $4.8M | $15,817 | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 297 | $117M | $4.3M | $14,636 | 0.01% | Not published | Form 5500 ↗ |
| 2022 | 283 | $98.6M | $3.9M | $13,967 | 0.01% | Not published | Form 5500 ↗ |
| 2021 | 273 | $117M | $3.7M | $13,440 | <0.01% | Not published | Form 5500 ↗ |
Other John D. & Catherine T. Macarthur Foundation plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Section 403(b) Plan of the John D. and Catherine T. Macarthur Foundation
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Crowe LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Common questions
Does John D. & Catherine T. Macarthur Foundation match 401(k) contributions?
The match terms for the John D. & Catherine T. Macarthur Foundation Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $4.8M in employer contributions, about $15,817 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the John D. & Catherine T. Macarthur Foundation 401(k) match vested?
The vesting schedule for the John D. & Catherine T. Macarthur Foundation Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the John D. & Catherine T. Macarthur Foundation 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is John D. & Catherine T. Macarthur Foundation.
I left John D. & Catherine T. Macarthur Foundation. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (John D. & Catherine T. Macarthur Foundation, (312) 726-8000) or the recordkeeper, The Vanguard Group, Inc.. The John D. & Catherine T. Macarthur Foundation old 401(k) page lists the contacts from every plan filing. Find an old John D. & Catherine T. Macarthur Foundation 401(k)
Data from the public Form 5500 annual reports John D. & Catherine T. Macarthur Foundation filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with John D. & Catherine T. Macarthur Foundation. Not financial advice. Report a correction · Methodology