Civic Intelligence

The Morton Arboretum

Plan context: The Morton Arboretum 401(K) Retirement Plan and Trust

EIN 36-1505770 • Lisle, IL • 78 filings • 14 plans

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4100 Illinois Route 53Lisle, IL 60532
Current Snapshot

Latest Year

2024

2024 Participants

371

2024 Assets

$43,347,700

2024 Contributions

$3,423,035

Historical Graphs

Total Assets Over Time

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

$43,347,700$21,673,850$0199920132024YearValue
$43,347,700Latest year 2024

Participants Over Time

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

3711860199920122024YearValue
371Latest 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
20242371$43,347,700$3,423,035$9,227iApproximate average salary by contribution assumption: employee only about $230,663 at 4% or $153,775 at 6%; with 50% employer match about $153,775 at 4% or $102,517 at 6%; with 100% employer match about $115,331 at 4% or $76,888 at 6%.
The Morton Arboretum 401(K) Retirement Plan and Trust-371$43,347,700$3,423,035$9,227iApproximate average salary by contribution assumption: employee only about $230,663 at 4% or $153,775 at 6%; with 50% employer match about $153,775 at 4% or $102,517 at 6%; with 100% employer match about $115,331 at 4% or $76,888 at 6%.
The Morton Arboretum Health and Welfare Benefit Plan-236---
20232361$38,324,696$3,219,456$8,918iApproximate average salary by contribution assumption: employee only about $222,954 at 4% or $148,636 at 6%; with 50% employer match about $148,636 at 4% or $99,091 at 6%; with 100% employer match about $111,477 at 4% or $74,318 at 6%.
The Morton Arboretum 401(K) Retirement Plan and Trust-361$38,324,696$3,219,456$8,918iApproximate average salary by contribution assumption: employee only about $222,954 at 4% or $148,636 at 6%; with 50% employer match about $148,636 at 4% or $99,091 at 6%; with 100% employer match about $111,477 at 4% or $74,318 at 6%.
The Morton Arboretum Health and Welfare Benefit Plan-223---
20222364$30,847,354$3,519,014$9,668iApproximate average salary by contribution assumption: employee only about $241,691 at 4% or $161,127 at 6%; with 50% employer match about $161,127 at 4% or $107,418 at 6%; with 100% employer match about $120,845 at 4% or $80,564 at 6%.
The Morton Arboretum 401(K) Retirement Plan and Trust-364$30,847,354$3,519,014$9,668iApproximate average salary by contribution assumption: employee only about $241,691 at 4% or $161,127 at 6%; with 50% employer match about $161,127 at 4% or $107,418 at 6%; with 100% employer match about $120,845 at 4% or $80,564 at 6%.
The Morton Arboretum Health and Welfare Benefit Plan-236---
20212331$34,367,255$2,587,065$7,816iApproximate average salary by contribution assumption: employee only about $195,398 at 4% or $130,265 at 6%; with 50% employer match about $130,265 at 4% or $86,843 at 6%; with 100% employer match about $97,699 at 4% or $65,133 at 6%.
The Morton Arboretum 401(K) Retirement Plan and Trust-331$34,367,255$2,587,065$7,816iApproximate average salary by contribution assumption: employee only about $195,398 at 4% or $130,265 at 6%; with 50% employer match about $130,265 at 4% or $86,843 at 6%; with 100% employer match about $97,699 at 4% or $65,133 at 6%.
The Morton Arboretum Health and Welfare Benefit Plan-208---
20202344$29,460,905$2,634,552$7,659iApproximate average salary by contribution assumption: employee only about $191,465 at 4% or $127,643 at 6%; with 50% employer match about $127,643 at 4% or $85,095 at 6%; with 100% employer match about $95,732 at 4% or $63,822 at 6%.
The Morton Arboretum 401(K) Retirement Plan and Trust-344$29,460,905$2,634,552$7,659iApproximate average salary by contribution assumption: employee only about $191,465 at 4% or $127,643 at 6%; with 50% employer match about $127,643 at 4% or $85,095 at 6%; with 100% employer match about $95,732 at 4% or $63,822 at 6%.
The Morton Arboretum Health and Welfare Benefit Plan-198---
20192365$25,526,923$2,580,405$7,070iApproximate average salary by contribution assumption: employee only about $176,740 at 4% or $117,827 at 6%; with 50% employer match about $117,827 at 4% or $78,551 at 6%; with 100% employer match about $88,370 at 4% or $58,913 at 6%.
The Morton Arboretum 401(K) Retirement Plan and Trust-365$25,526,923$2,580,405$7,070iApproximate average salary by contribution assumption: employee only about $176,740 at 4% or $117,827 at 6%; with 50% employer match about $117,827 at 4% or $78,551 at 6%; with 100% employer match about $88,370 at 4% or $58,913 at 6%.
The Morton Arboretum Health and Welfare Benefit Plan-195---
20182270$19,938,107$2,599,740$9,629iApproximate average salary by contribution assumption: employee only about $240,717 at 4% or $160,478 at 6%; with 50% employer match about $160,478 at 4% or $106,985 at 6%; with 100% employer match about $120,358 at 4% or $80,239 at 6%.
The Morton Arboretum 401(K) Retirement Plan and Trust-270$19,938,107$2,599,740$9,629iApproximate average salary by contribution assumption: employee only about $240,717 at 4% or $160,478 at 6%; with 50% employer match about $160,478 at 4% or $106,985 at 6%; with 100% employer match about $120,358 at 4% or $80,239 at 6%.
The Morton Arboretum Health and Welfare Benefit Plan-188---
20173295$19,323,361$7,014,396$23,778iApproximate average salary by contribution assumption: employee only about $594,440 at 4% or $396,294 at 6%; with 50% employer match about $396,294 at 4% or $264,196 at 6%; with 100% employer match about $297,220 at 4% or $198,147 at 6%.
The Morton Arboretum 401(K) Retirement Plan and Trust-295$19,322,010$3,483,118$11,807iApproximate average salary by contribution assumption: employee only about $295,179 at 4% or $196,786 at 6%; with 50% employer match about $196,786 at 4% or $131,191 at 6%; with 100% employer match about $147,590 at 4% or $98,393 at 6%.
The Morton Arboretum Pension Plan-0$1,351$3,531,278-
The Morton Arboretum Health and Welfare Benefit Plan-186---
20163256$18,823,111$2,139,685$8,358iApproximate average salary by contribution assumption: employee only about $208,954 at 4% or $139,302 at 6%; with 50% employer match about $139,302 at 4% or $92,868 at 6%; with 100% employer match about $104,477 at 4% or $69,651 at 6%.
The Morton Arboretum 401(K) Retirement Plan and Trust-256$14,306,626$1,820,103$7,110iApproximate average salary by contribution assumption: employee only about $177,744 at 4% or $118,496 at 6%; with 50% employer match about $118,496 at 4% or $78,998 at 6%; with 100% employer match about $88,872 at 4% or $59,248 at 6%.
The Morton Arboretum Pension Plan-76$4,516,485$319,582$4,205iApproximate average salary by contribution assumption: employee only about $105,126 at 4% or $70,084 at 6%; with 50% employer match about $70,084 at 4% or $46,723 at 6%; with 100% employer match about $52,563 at 4% or $35,042 at 6%.
The Morton Arboretum Health and Welfare Benefit Plan-182---
20153299$16,971,370$1,726,351$5,774iApproximate average salary by contribution assumption: employee only about $144,344 at 4% or $96,229 at 6%; with 50% employer match about $96,229 at 4% or $64,153 at 6%; with 100% employer match about $72,172 at 4% or $48,115 at 6%.
The Morton Arboretum 401(K) Retirement Plan and Trust-299$12,296,896$1,548,629$5,179iApproximate average salary by contribution assumption: employee only about $129,484 at 4% or $86,323 at 6%; with 50% employer match about $86,323 at 4% or $57,548 at 6%; with 100% employer match about $64,742 at 4% or $43,161 at 6%.
The Morton Arboretum Pension Plan-77$4,674,474$177,722$2,308iApproximate average salary by contribution assumption: employee only about $57,702 at 4% or $38,468 at 6%; with 50% employer match about $38,468 at 4% or $25,645 at 6%; with 100% employer match about $28,851 at 4% or $19,234 at 6%.
The Morton Arboretum Health and Welfare Benefit Plan-171---
20143255$17,550,423$1,907,709$7,481iApproximate average salary by contribution assumption: employee only about $187,030 at 4% or $124,687 at 6%; with 50% employer match about $124,687 at 4% or $83,125 at 6%; with 100% employer match about $93,515 at 4% or $62,343 at 6%.
The Morton Arboretum 401(K) Retirement Plan and Trust-255$12,366,997$1,841,137$7,220iApproximate average salary by contribution assumption: employee only about $180,504 at 4% or $120,336 at 6%; with 50% employer match about $120,336 at 4% or $80,224 at 6%; with 100% employer match about $90,252 at 4% or $60,168 at 6%.
The Morton Arboretum Pension Plan-86$5,183,426$66,572$774iApproximate average salary by contribution assumption: employee only about $19,352 at 4% or $12,902 at 6%; with 50% employer match about $12,902 at 4% or $8,601 at 6%; with 100% employer match about $9,676 at 4% or $6,451 at 6%.
The Morton Arboretum Health and Welfare Benefit Plan-157---
20133230$15,278,138$1,433,560$6,233iApproximate average salary by contribution assumption: employee only about $155,822 at 4% or $103,881 at 6%; with 50% employer match about $103,881 at 4% or $69,254 at 6%; with 100% employer match about $77,911 at 4% or $51,941 at 6%.
The Morton Arboretum 401(K) Retirement Plan and Trust-230$10,045,599$1,408,560$6,124iApproximate average salary by contribution assumption: employee only about $153,104 at 4% or $102,070 at 6%; with 50% employer match about $102,070 at 4% or $68,046 at 6%; with 100% employer match about $76,552 at 4% or $51,035 at 6%.
The Morton Arboretum Pension Plan-97$5,232,539$25,000$258iApproximate average salary by contribution assumption: employee only about $6,443 at 4% or $4,296 at 6%; with 50% employer match about $4,296 at 4% or $2,864 at 6%; with 100% employer match about $3,222 at 4% or $2,148 at 6%.
The Morton Arboretum Health and Welfare Benefit Plan-157---
20123216$12,513,446$1,334,000$6,176iApproximate average salary by contribution assumption: employee only about $154,398 at 4% or $102,932 at 6%; with 50% employer match about $102,932 at 4% or $68,621 at 6%; with 100% employer match about $77,199 at 4% or $51,466 at 6%.
The Morton Arboretum 401(K) Retirement Plan and Trust-216$7,259,483$1,275,890$5,907iApproximate average salary by contribution assumption: employee only about $147,672 at 4% or $98,448 at 6%; with 50% employer match about $98,448 at 4% or $65,632 at 6%; with 100% employer match about $73,836 at 4% or $49,224 at 6%.
The Morton Arboretum Pension Plan-109$5,253,963$58,110$533iApproximate average salary by contribution assumption: employee only about $13,328 at 4% or $8,885 at 6%; with 50% employer match about $8,885 at 4% or $5,924 at 6%; with 100% employer match about $6,664 at 4% or $4,443 at 6%.
The Morton Arboretum Health and Welfare Benefit Plan-143---
20113208$10,953,900$1,378,473$6,627iApproximate average salary by contribution assumption: employee only about $165,682 at 4% or $110,455 at 6%; with 50% employer match about $110,455 at 4% or $73,636 at 6%; with 100% employer match about $82,841 at 4% or $55,227 at 6%.
The Morton Arboretum 401(K) Retirement Plan and Trust-208$5,551,170$1,198,473$5,762iApproximate average salary by contribution assumption: employee only about $144,047 at 4% or $96,031 at 6%; with 50% employer match about $96,031 at 4% or $64,021 at 6%; with 100% employer match about $72,024 at 4% or $48,016 at 6%.
The Morton Arboretum Pension Plan-125$5,402,730$180,000$1,440iApproximate average salary by contribution assumption: employee only about $36,000 at 4% or $24,000 at 6%; with 50% employer match about $24,000 at 4% or $16,000 at 6%; with 100% employer match about $18,000 at 4% or $12,000 at 6%.
The Morton Arboretum Health and Welfare Benefit Plan-134---
20103213$10,291,504$1,316,174$6,179iApproximate average salary by contribution assumption: employee only about $154,481 at 4% or $102,987 at 6%; with 50% employer match about $102,987 at 4% or $68,658 at 6%; with 100% employer match about $77,240 at 4% or $51,494 at 6%.
The Morton Arboretum Pension Plan-132$5,435,192$75,000$568iApproximate average salary by contribution assumption: employee only about $14,205 at 4% or $9,470 at 6%; with 50% employer match about $9,470 at 4% or $6,313 at 6%; with 100% employer match about $7,102 at 4% or $4,735 at 6%.
The Morton Arboretum 401(K) Retirement Plan and Trust-213$4,856,312$1,241,174$5,827iApproximate average salary by contribution assumption: employee only about $145,678 at 4% or $97,118 at 6%; with 50% employer match about $97,118 at 4% or $64,746 at 6%; with 100% employer match about $72,839 at 4% or $48,559 at 6%.
The Morton Arboretum Health and Welfare Benefit Plan-135---
20093169$8,390,948$1,257,295$7,440iApproximate average salary by contribution assumption: employee only about $185,990 at 4% or $123,994 at 6%; with 50% employer match about $123,994 at 4% or $82,662 at 6%; with 100% employer match about $92,995 at 4% or $61,997 at 6%.
The Morton Arboretum Pension Plan-146$5,171,117$150,434$1,030iApproximate average salary by contribution assumption: employee only about $25,759 at 4% or $17,173 at 6%; with 50% employer match about $17,173 at 4% or $11,449 at 6%; with 100% employer match about $12,880 at 4% or $8,586 at 6%.
The Morton Arboretum 401(K) Retirement Plan and Trust-169$3,219,831$1,106,861$6,549iApproximate average salary by contribution assumption: employee only about $163,737 at 4% or $109,158 at 6%; with 50% employer match about $109,158 at 4% or $72,772 at 6%; with 100% employer match about $81,868 at 4% or $54,579 at 6%.
The Morton Arboretum Health and Welfare Benefit Plan-137---
20084160$7,796,825$847,506$5,297iApproximate average salary by contribution assumption: employee only about $132,423 at 4% or $88,282 at 6%; with 50% employer match about $88,282 at 4% or $58,855 at 6%; with 100% employer match about $66,211 at 4% or $44,141 at 6%.
The Morton Arboretum Pension Plan-160$6,038,974$150,434$940iApproximate average salary by contribution assumption: employee only about $23,505 at 4% or $15,670 at 6%; with 50% employer match about $15,670 at 4% or $10,447 at 6%; with 100% employer match about $11,753 at 4% or $7,835 at 6%.
The Morton Arboretum 401(K) Retirement Plan and Trust-136$1,757,851$697,072$5,126iApproximate average salary by contribution assumption: employee only about $128,138 at 4% or $85,425 at 6%; with 50% employer match about $85,425 at 4% or $56,950 at 6%; with 100% employer match about $64,069 at 4% or $42,713 at 6%.
THE MORTON ARBORETUM 403B RETIREMENT PLAN-0---
The Morton Arboretum Health and Welfare Benefit Plan-138---
20074155$7,465,607$1,468,174$9,472iApproximate average salary by contribution assumption: employee only about $236,802 at 4% or $157,868 at 6%; with 50% employer match about $157,868 at 4% or $105,245 at 6%; with 100% employer match about $118,401 at 4% or $78,934 at 6%.
The Morton Arboretum Pension Plan-155$5,732,162$685,960$4,426iApproximate average salary by contribution assumption: employee only about $110,639 at 4% or $73,759 at 6%; with 50% employer match about $73,759 at 4% or $49,173 at 6%; with 100% employer match about $55,319 at 4% or $36,880 at 6%.
The Morton Arboretum 401(K) Retirement Plan and Trust-141$1,733,445$782,214$5,548iApproximate average salary by contribution assumption: employee only about $138,690 at 4% or $92,460 at 6%; with 50% employer match about $92,460 at 4% or $61,640 at 6%; with 100% employer match about $69,345 at 4% or $46,230 at 6%.
THE MORTON ARBORETUM 403B RETIREMENT PLAN-0---
The Morton Arboretum Health and Welfare Benefit Plan-130---
20064151$5,729,207$1,088,557$7,209iApproximate average salary by contribution assumption: employee only about $180,225 at 4% or $120,150 at 6%; with 50% employer match about $120,150 at 4% or $80,100 at 6%; with 100% employer match about $90,112 at 4% or $60,075 at 6%.
The Morton Arboretum Pension Plan-151$4,727,839$417,706$2,766iApproximate average salary by contribution assumption: employee only about $69,157 at 4% or $46,104 at 6%; with 50% employer match about $46,104 at 4% or $30,736 at 6%; with 100% employer match about $34,578 at 4% or $23,052 at 6%.
The Morton Arboretum 401(K) Retirement Plan and Trust-136$1,001,368$670,851$4,933iApproximate average salary by contribution assumption: employee only about $123,318 at 4% or $82,212 at 6%; with 50% employer match about $82,212 at 4% or $54,808 at 6%; with 100% employer match about $61,659 at 4% or $41,106 at 6%.
The Morton Arboretum Health and Welfare Benefit Plan-126---
THE MORTON ARBORETUM 403B RETIREMENT PLAN-0---
20054144$4,993,948$767,186$5,328iApproximate average salary by contribution assumption: employee only about $133,192 at 4% or $88,795 at 6%; with 50% employer match about $88,795 at 4% or $59,196 at 6%; with 100% employer match about $66,596 at 4% or $44,397 at 6%.
The Morton Arboretum Pension Plan-144$4,733,247$511,962$3,555iApproximate average salary by contribution assumption: employee only about $88,882 at 4% or $59,255 at 6%; with 50% employer match about $59,255 at 4% or $39,503 at 6%; with 100% employer match about $44,441 at 4% or $29,627 at 6%.
The Morton Arboretum 401(K) Retirement Plan and Trust-124$260,701$255,224$2,058iApproximate average salary by contribution assumption: employee only about $51,456 at 4% or $34,304 at 6%; with 50% employer match about $34,304 at 4% or $22,870 at 6%; with 100% employer match about $25,728 at 4% or $17,152 at 6%.
THE MORTON ARBORETUM 403B RETIREMENT PLAN-0---
The Morton Arboretum Health and Welfare Benefit Plan-125---
20044115$4,307,775$0-
The Morton Arboretum Pension Plan-115$4,307,775--
THE MORTON ARBORETUM 403B RETIREMENT PLAN-0---
The Morton Arboretum Health and Welfare Benefit Plan-109---
The Morton Arboretum Health and Welfare Benefit Plan-109---
20033128$4,299,974$0-
The Morton Arboretum Pension Plan-128$4,299,974--
THE MORTON ARBORETUM 403B RETIREMENT PLAN-0---
The Morton Arboretum Health and Welfare Benefit Plan-113---
20023123$0$0-
THE MORTON ARBORETUM 403B RETIREMENT PLAN-0---
The Morton Arboretum Health and Welfare Benefit Plan-110---
The Morton Arboretum Pension Plan-123---
20015106$0$0-
THE MORTON ARBORETUM LONG TERM DISABILITY PLAN-0---
THE MORTON ARBORETUM DENTAL BENEFIT PLAN-0---
THE MORTON ARBORETUM LIFE INSURANCE PLAN-0---
The Morton Arboretum Health and Welfare Benefit Plan-106---
THE MORTON ARBORETUM 403B RETIREMENT PLAN-0---
20005106$0$0-
MORTON ARBORETUM FLEXIBLE BENEFITS ACCOUNT CAFETERIA PLAN-106---
THE MORTON ARBORETUM 403B RETIREMENT PLAN-0---
The Morton Arboretum Health and Welfare Benefit Plan-106---
THE MORTON ARBORETUM DENTAL BENEFIT PLAN-106---
THE MORTON ARBORETUM LIFE INSURANCE PLAN-106---
19991116$2,836,795$0-
The Morton Arboretum Pension Plan-116$2,836,795--