Plan5500

Section 403(B) Plan Of The John D. And Catherine T. Macarthur Foundation — Form 5500 plan (John D. & Catherine T. Macarthur Foundation)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Section 403(B) Plan Of The John D. And Catherine T. Macarthur Foundation is a benefit plan reported by John D. & Catherine T. Macarthur Foundation under EIN 23-7093598 and plan number 002. The latest loaded filing year is 2023. The filing reports 243 participants and $43,391,440 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$43.4MPlan net assets, end of year$43,391,440
Participants243Covered participants reported
Assets / participant$178.6KComputed: assets ÷ participants$178,566 (computed)
Provider compensation$7K1 Schedule C provider row(s)$6,982
Plan sponsor
John D. & Catherine T. Macarthur Foundation
EIN
23-7093598
Plan number
002
Plan type
2
Location
Chicago, IL
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    243 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$43.4M total assets
Net assets$43.4MLiabilities$0
Money in vs. money out
Total income / additions$8.6M
Total expenses$504K
Benefits paid / distributions$497.1K
Contributions
EmployerNot reported
Participant$2.3M
Full reported line items

Net assets

Total assets (EOY)
$43,391,440
Total liabilities (EOY)
$0
Net assets (EOY)
$43,391,440
Net assets (BOY)
$35,267,224

Income & contributions

Participant contributions
$2,340,208
Total contributions
$2,340,208
Total income / additions
$8,628,264

Expenses & distributions

Benefits paid
$497,066
Administrative expenses
$6,982
Total expenses
$504,048
Net increase / (decrease)
$8,124,216
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets1%Computed ratio
Benefits paid ÷ total income6%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    The Vanguard Group, Inc.$7K
    NONE · Direct $7K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Section 403(B) Plan Of The John D. And Catherine T. Macarthur Foundation?
Section 403(B) Plan Of The John D. And Catherine T. Macarthur Foundation is reported as sponsored by John D. & Catherine T. Macarthur Foundation (EIN 23-7093598, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Section 403(B) Plan Of The John D. And Catherine T. Macarthur Foundation?
The latest Form 5500 filing year loaded for Section 403(B) Plan Of The John D. And Catherine T. Macarthur Foundation is 2023.
How many participants does Section 403(B) Plan Of The John D. And Catherine T. Macarthur Foundation report?
Section 403(B) Plan Of The John D. And Catherine T. Macarthur Foundation reports 243 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Section 403(B) Plan Of The John D. And Catherine T. Macarthur Foundation?
Section 403(B) Plan Of The John D. And Catherine T. Macarthur Foundation reports $43,391,440 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages