Civic Intelligence

Morningstar Corp.

Plan context: Morningstar Corp. 401(K) Plan

EIN 23-2746270 • Newtown, PA • 12 filings • 1 plans

8 Pheasant RunNewtown, PA 18940
Current Snapshot

Latest Year

2024

2024 Participants

55

2024 Assets

$11,565,561

2024 Contributions

$736,001

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$11,565,561$5,782,781$0201320192024YearValue
$11,565,561Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

55280201320192024YearValue
55Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024155$11,565,561$736,001$13,382iApproximate average salary by contribution assumption: employee only about $334,546 at 4% or $223,031 at 6%; with 50% employer match about $223,031 at 4% or $148,687 at 6%; with 100% employer match about $167,273 at 4% or $111,515 at 6%.
Morningstar Corp. 401(K) Plan-55$11,565,561$736,001$13,382iApproximate average salary by contribution assumption: employee only about $334,546 at 4% or $223,031 at 6%; with 50% employer match about $223,031 at 4% or $148,687 at 6%; with 100% employer match about $167,273 at 4% or $111,515 at 6%.
2023154$9,670,157$842,516$15,602iApproximate average salary by contribution assumption: employee only about $390,054 at 4% or $260,036 at 6%; with 50% employer match about $260,036 at 4% or $173,357 at 6%; with 100% employer match about $195,027 at 4% or $130,018 at 6%.
Morningstar Corp. 401(K) Plan-54$9,670,157$842,516$15,602iApproximate average salary by contribution assumption: employee only about $390,054 at 4% or $260,036 at 6%; with 50% employer match about $260,036 at 4% or $173,357 at 6%; with 100% employer match about $195,027 at 4% or $130,018 at 6%.
2022151$7,405,332$984,808$19,310iApproximate average salary by contribution assumption: employee only about $482,749 at 4% or $321,833 at 6%; with 50% employer match about $321,833 at 4% or $214,555 at 6%; with 100% employer match about $241,375 at 4% or $160,916 at 6%.
Morningstar Corp. 401(K) Plan-51$7,405,332$984,808$19,310iApproximate average salary by contribution assumption: employee only about $482,749 at 4% or $321,833 at 6%; with 50% employer match about $321,833 at 4% or $214,555 at 6%; with 100% employer match about $241,375 at 4% or $160,916 at 6%.
2021152$9,417,343$933,381$17,950iApproximate average salary by contribution assumption: employee only about $448,741 at 4% or $299,161 at 6%; with 50% employer match about $299,161 at 4% or $199,440 at 6%; with 100% employer match about $224,370 at 4% or $149,580 at 6%.
Morningstar Corp. 401(K) Plan-52$9,417,343$933,381$17,950iApproximate average salary by contribution assumption: employee only about $448,741 at 4% or $299,161 at 6%; with 50% employer match about $299,161 at 4% or $199,440 at 6%; with 100% employer match about $224,370 at 4% or $149,580 at 6%.
2020146$7,295,235$1,397,353$30,377iApproximate average salary by contribution assumption: employee only about $759,431 at 4% or $506,287 at 6%; with 50% employer match about $506,287 at 4% or $337,525 at 6%; with 100% employer match about $379,715 at 4% or $253,144 at 6%.
Morningstar Corp. 401(K) Plan-46$7,295,235$1,397,353$30,377iApproximate average salary by contribution assumption: employee only about $759,431 at 4% or $506,287 at 6%; with 50% employer match about $506,287 at 4% or $337,525 at 6%; with 100% employer match about $379,715 at 4% or $253,144 at 6%.
2019146$5,124,836$713,680$15,515iApproximate average salary by contribution assumption: employee only about $387,870 at 4% or $258,580 at 6%; with 50% employer match about $258,580 at 4% or $172,386 at 6%; with 100% employer match about $193,935 at 4% or $129,290 at 6%.
Morningstar Corp. 401(K) Plan-46$5,124,836$713,680$15,515iApproximate average salary by contribution assumption: employee only about $387,870 at 4% or $258,580 at 6%; with 50% employer match about $258,580 at 4% or $172,386 at 6%; with 100% employer match about $193,935 at 4% or $129,290 at 6%.
2018145$3,466,917$611,742$13,594iApproximate average salary by contribution assumption: employee only about $339,857 at 4% or $226,571 at 6%; with 50% employer match about $226,571 at 4% or $151,047 at 6%; with 100% employer match about $169,928 at 4% or $113,286 at 6%.
Morningstar Corp. 401(K) Plan-45$3,466,917$611,742$13,594iApproximate average salary by contribution assumption: employee only about $339,857 at 4% or $226,571 at 6%; with 50% employer match about $226,571 at 4% or $151,047 at 6%; with 100% employer match about $169,928 at 4% or $113,286 at 6%.
2017139$3,205,673$531,754$13,635iApproximate average salary by contribution assumption: employee only about $340,868 at 4% or $227,245 at 6%; with 50% employer match about $227,245 at 4% or $151,497 at 6%; with 100% employer match about $170,434 at 4% or $113,623 at 6%.
Morningstar Corp. 401(K) Plan-39$3,205,673$531,754$13,635iApproximate average salary by contribution assumption: employee only about $340,868 at 4% or $227,245 at 6%; with 50% employer match about $227,245 at 4% or $151,497 at 6%; with 100% employer match about $170,434 at 4% or $113,623 at 6%.
2016136$2,220,066$545,993$15,166iApproximate average salary by contribution assumption: employee only about $379,162 at 4% or $252,775 at 6%; with 50% employer match about $252,775 at 4% or $168,516 at 6%; with 100% employer match about $189,581 at 4% or $126,387 at 6%.
Morningstar Corp. 401(K) Plan-36$2,220,066$545,993$15,166iApproximate average salary by contribution assumption: employee only about $379,162 at 4% or $252,775 at 6%; with 50% employer match about $252,775 at 4% or $168,516 at 6%; with 100% employer match about $189,581 at 4% or $126,387 at 6%.
2015134$1,544,384$701,738$20,639iApproximate average salary by contribution assumption: employee only about $515,984 at 4% or $343,989 at 6%; with 50% employer match about $343,989 at 4% or $229,326 at 6%; with 100% employer match about $257,992 at 4% or $171,995 at 6%.
Morningstar Corp. 401(K) Plan-34$1,544,384$701,738$20,639iApproximate average salary by contribution assumption: employee only about $515,984 at 4% or $343,989 at 6%; with 50% employer match about $343,989 at 4% or $229,326 at 6%; with 100% employer match about $257,992 at 4% or $171,995 at 6%.
2014128$849,586$340,997$12,178iApproximate average salary by contribution assumption: employee only about $304,462 at 4% or $202,974 at 6%; with 50% employer match about $202,974 at 4% or $135,316 at 6%; with 100% employer match about $152,231 at 4% or $101,487 at 6%.
Morningstar Corp. 401(K) Plan-28$849,586$340,997$12,178iApproximate average salary by contribution assumption: employee only about $304,462 at 4% or $202,974 at 6%; with 50% employer match about $202,974 at 4% or $135,316 at 6%; with 100% employer match about $152,231 at 4% or $101,487 at 6%.
2013126$708,491$629,878$24,226iApproximate average salary by contribution assumption: employee only about $605,652 at 4% or $403,768 at 6%; with 50% employer match about $403,768 at 4% or $269,179 at 6%; with 100% employer match about $302,826 at 4% or $201,884 at 6%.
Morningstar Corp. 401(K) Plan-26$708,491$629,878$24,226iApproximate average salary by contribution assumption: employee only about $605,652 at 4% or $403,768 at 6%; with 50% employer match about $403,768 at 4% or $269,179 at 6%; with 100% employer match about $302,826 at 4% or $201,884 at 6%.
Morningstar Corp. | EIN 23-2746270 | 2024 Form 5500 Company Profile