Civic Intelligence

Morningstar Inc.

Plan context: Morningstar Inc. 401 K Plan

EIN 36-3297908 • 65 filings • 11 plans

Current Snapshot

Latest Year

2024

2024 Participants

3,334

2024 Assets

$1,023,207,731

2024 Contributions

$77,082,983

Historical Graphs

Total Assets Over Time

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

$1,023,207,731$511,603,866$0199920122024YearValue
$1,023,207,731Latest year 2024

Participants Over Time

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

3,4931,7470199920122024YearValue
3,334Latest 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
202423,334$1,023,207,731$77,082,983$23,120iApproximate average salary by contribution assumption: employee only about $578,007 at 4% or $385,338 at 6%; with 50% employer match about $385,338 at 4% or $256,892 at 6%; with 100% employer match about $289,003 at 4% or $192,669 at 6%.
Morningstar Inc. 401 K Plan-3,334$1,023,207,731$77,082,983$23,120iApproximate average salary by contribution assumption: employee only about $578,007 at 4% or $385,338 at 6%; with 50% employer match about $385,338 at 4% or $256,892 at 6%; with 100% employer match about $289,003 at 4% or $192,669 at 6%.
Morningstar Inc Health and Medical Pian-3,300---
202323,472$877,946,528$72,552,104$20,896iApproximate average salary by contribution assumption: employee only about $522,409 at 4% or $348,272 at 6%; with 50% employer match about $348,272 at 4% or $232,182 at 6%; with 100% employer match about $261,204 at 4% or $174,136 at 6%.
Morningstar Inc. 401 K Plan-3,472$877,946,528$72,552,104$20,896iApproximate average salary by contribution assumption: employee only about $522,409 at 4% or $348,272 at 6%; with 50% employer match about $348,272 at 4% or $232,182 at 6%; with 100% employer match about $261,204 at 4% or $174,136 at 6%.
Morningstar Inc Health and Medical Pian-3,437---
202223,493$700,023,581$70,952,094$20,313iApproximate average salary by contribution assumption: employee only about $507,816 at 4% or $338,544 at 6%; with 50% employer match about $338,544 at 4% or $225,696 at 6%; with 100% employer match about $253,908 at 4% or $169,272 at 6%.
Morningstar Inc. 401 K Plan-3,493$700,023,581$70,952,094$20,313iApproximate average salary by contribution assumption: employee only about $507,816 at 4% or $338,544 at 6%; with 50% employer match about $338,544 at 4% or $225,696 at 6%; with 100% employer match about $253,908 at 4% or $169,272 at 6%.
Morningstar Inc Health and Medical Pian-3,436---
202123,002$798,489,422$55,950,058$18,638iApproximate average salary by contribution assumption: employee only about $465,940 at 4% or $310,627 at 6%; with 50% employer match about $310,627 at 4% or $207,084 at 6%; with 100% employer match about $232,970 at 4% or $155,313 at 6%.
Morningstar Inc. 401 K Plan-3,002$798,489,422$55,950,058$18,638iApproximate average salary by contribution assumption: employee only about $465,940 at 4% or $310,627 at 6%; with 50% employer match about $310,627 at 4% or $207,084 at 6%; with 100% employer match about $232,970 at 4% or $155,313 at 6%.
Morningstar Inc Health and Medical Pian-2,865---
202022,703$681,973,580$50,568,474$18,708iApproximate average salary by contribution assumption: employee only about $467,707 at 4% or $311,805 at 6%; with 50% employer match about $311,805 at 4% or $207,870 at 6%; with 100% employer match about $233,853 at 4% or $155,902 at 6%.
Morningstar Inc. 401 K Plan-2,703$681,973,580$50,568,474$18,708iApproximate average salary by contribution assumption: employee only about $467,707 at 4% or $311,805 at 6%; with 50% employer match about $311,805 at 4% or $207,870 at 6%; with 100% employer match about $233,853 at 4% or $155,902 at 6%.
Morningstar Inc Health and Medical Pian-2,613---
201922,551$534,080,501$43,645,995$17,109iApproximate average salary by contribution assumption: employee only about $427,734 at 4% or $285,156 at 6%; with 50% employer match about $285,156 at 4% or $190,104 at 6%; with 100% employer match about $213,867 at 4% or $142,578 at 6%.
Morningstar Inc. 401 K Plan-2,551$534,080,501$43,645,995$17,109iApproximate average salary by contribution assumption: employee only about $427,734 at 4% or $285,156 at 6%; with 50% employer match about $285,156 at 4% or $190,104 at 6%; with 100% employer match about $213,867 at 4% or $142,578 at 6%.
Morningstar Inc Health and Medical Pian-2,334---
201822,244$416,463,083$36,121,265$16,097iApproximate average salary by contribution assumption: employee only about $402,421 at 4% or $268,280 at 6%; with 50% employer match about $268,280 at 4% or $178,854 at 6%; with 100% employer match about $201,210 at 4% or $134,140 at 6%.
Morningstar Inc. 401 K Plan-2,244$416,463,083$36,121,265$16,097iApproximate average salary by contribution assumption: employee only about $402,421 at 4% or $268,280 at 6%; with 50% employer match about $268,280 at 4% or $178,854 at 6%; with 100% employer match about $201,210 at 4% or $134,140 at 6%.
Morningstar Inc Health and Medical Pian-1,751---
201721,779$436,591,735$32,862,008$18,472iApproximate average salary by contribution assumption: employee only about $461,804 at 4% or $307,870 at 6%; with 50% employer match about $307,870 at 4% or $205,246 at 6%; with 100% employer match about $230,902 at 4% or $153,935 at 6%.
Morningstar Inc. 401 K Plan-1,771$436,591,735$32,862,008$18,556iApproximate average salary by contribution assumption: employee only about $463,891 at 4% or $309,260 at 6%; with 50% employer match about $309,260 at 4% or $206,174 at 6%; with 100% employer match about $231,945 at 4% or $154,630 at 6%.
Morningstar Inc Health and Medical Pian-1,779---
201621,955$354,996,606$30,901,827$15,807iApproximate average salary by contribution assumption: employee only about $395,164 at 4% or $263,443 at 6%; with 50% employer match about $263,443 at 4% or $175,628 at 6%; with 100% employer match about $197,582 at 4% or $131,721 at 6%.
Morningstar Inc. 401 K Plan-1,955$354,996,606$30,901,827$15,807iApproximate average salary by contribution assumption: employee only about $395,164 at 4% or $263,443 at 6%; with 50% employer match about $263,443 at 4% or $175,628 at 6%; with 100% employer match about $197,582 at 4% or $131,721 at 6%.
Morningstar Inc Health and Medical Pian-1,846---
201522,074$307,822,149$32,489,928$15,665iApproximate average salary by contribution assumption: employee only about $391,634 at 4% or $261,089 at 6%; with 50% employer match about $261,089 at 4% or $174,059 at 6%; with 100% employer match about $195,817 at 4% or $130,545 at 6%.
Morningstar Inc. 401 K Plan-1,813$307,822,149$32,489,928$17,921iApproximate average salary by contribution assumption: employee only about $448,013 at 4% or $298,676 at 6%; with 50% employer match about $298,676 at 4% or $199,117 at 6%; with 100% employer match about $224,007 at 4% or $149,338 at 6%.
Morningstar Inc Health and Medical Pian-2,074---
201421,850$291,207,611$24,362,225$13,169iApproximate average salary by contribution assumption: employee only about $329,219 at 4% or $219,480 at 6%; with 50% employer match about $219,480 at 4% or $146,320 at 6%; with 100% employer match about $164,610 at 4% or $109,740 at 6%.
Morningstar Inc. 401 K Plan-1,724$291,207,611$24,362,225$14,131iApproximate average salary by contribution assumption: employee only about $353,281 at 4% or $235,520 at 6%; with 50% employer match about $235,520 at 4% or $157,014 at 6%; with 100% employer match about $176,640 at 4% or $117,760 at 6%.
Morningstar Inc Health and Medical Pian-1,850---
201321,852$257,982,950$22,151,740$11,961iApproximate average salary by contribution assumption: employee only about $299,025 at 4% or $199,350 at 6%; with 50% employer match about $199,350 at 4% or $132,900 at 6%; with 100% employer match about $149,512 at 4% or $99,675 at 6%.
Morningstar Inc. 401 K Plan-1,557$257,982,950$22,151,740$14,227iApproximate average salary by contribution assumption: employee only about $355,680 at 4% or $237,120 at 6%; with 50% employer match about $237,120 at 4% or $158,080 at 6%; with 100% employer match about $177,840 at 4% or $118,560 at 6%.
Morningstar Inc Health and Medical Pian-1,852---
201231,521$199,440,330$20,660,140$13,583iApproximate average salary by contribution assumption: employee only about $339,582 at 4% or $226,388 at 6%; with 50% employer match about $226,388 at 4% or $150,925 at 6%; with 100% employer match about $169,791 at 4% or $113,194 at 6%.
Morningstar Inc. 401 K Plan-1,521$199,440,330$20,660,140$13,583iApproximate average salary by contribution assumption: employee only about $339,582 at 4% or $226,388 at 6%; with 50% employer match about $226,388 at 4% or $150,925 at 6%; with 100% employer match about $169,791 at 4% or $113,194 at 6%.
Morningstar Inc. Tuition Reimbursement Plan-89---
Morningstar Inc Health and Medical Pian-1,338---
201131,503$162,713,809$19,883,819$13,229iApproximate average salary by contribution assumption: employee only about $330,736 at 4% or $220,490 at 6%; with 50% employer match about $220,490 at 4% or $146,994 at 6%; with 100% employer match about $165,368 at 4% or $110,245 at 6%.
Morningstar Inc. 401 K Plan-1,503$162,713,809$19,883,819$13,229iApproximate average salary by contribution assumption: employee only about $330,736 at 4% or $220,490 at 6%; with 50% employer match about $220,490 at 4% or $146,994 at 6%; with 100% employer match about $165,368 at 4% or $110,245 at 6%.
Morningstar Inc Health and Medical Pian-1,398---
Morningstar Inc. Tuition Reimbursement Plan-77---
201031,399$153,780,684$12,423,508$8,880iApproximate average salary by contribution assumption: employee only about $222,007 at 4% or $148,005 at 6%; with 50% employer match about $148,005 at 4% or $98,670 at 6%; with 100% employer match about $111,003 at 4% or $74,002 at 6%.
Morningstar Inc. 401 K Plan-1,399$153,780,684$12,423,508$8,880iApproximate average salary by contribution assumption: employee only about $222,007 at 4% or $148,005 at 6%; with 50% employer match about $148,005 at 4% or $98,670 at 6%; with 100% employer match about $111,003 at 4% or $74,002 at 6%.
Morningstar Inc Health and Medical Pian-1,296---
Morningstar Inc. Tuition Reimbursement Plan-80---
200931,181$121,298,092$9,358,359$7,924iApproximate average salary by contribution assumption: employee only about $198,102 at 4% or $132,068 at 6%; with 50% employer match about $132,068 at 4% or $88,046 at 6%; with 100% employer match about $99,051 at 4% or $66,034 at 6%.
Morningstar Inc. 401 K Plan-1,181$121,298,092$9,358,359$7,924iApproximate average salary by contribution assumption: employee only about $198,102 at 4% or $132,068 at 6%; with 50% employer match about $132,068 at 4% or $88,046 at 6%; with 100% employer match about $99,051 at 4% or $66,034 at 6%.
Morningstar Inc. Tuition Reimbursement Plan-203---
Morningstar Inc Health and Medical Pian-1,069---
200831,182$85,737,378$17,313,702$14,648iApproximate average salary by contribution assumption: employee only about $366,195 at 4% or $244,130 at 6%; with 50% employer match about $244,130 at 4% or $162,753 at 6%; with 100% employer match about $183,098 at 4% or $122,065 at 6%.
Morningstar Inc. 401 K Plan-1,182$85,737,378$17,313,702$14,648iApproximate average salary by contribution assumption: employee only about $366,195 at 4% or $244,130 at 6%; with 50% employer match about $244,130 at 4% or $162,753 at 6%; with 100% employer match about $183,098 at 4% or $122,065 at 6%.
Morningstar Inc. Tuition Reimbursement Plan-726---
Morningstar Inc Health and Medical Pian-1,079---
200731,025$113,200,093$16,006,510$15,616iApproximate average salary by contribution assumption: employee only about $390,403 at 4% or $260,268 at 6%; with 50% employer match about $260,268 at 4% or $173,512 at 6%; with 100% employer match about $195,201 at 4% or $130,134 at 6%.
Morningstar Inc. 401 K Plan-1,025$113,200,093$16,006,510$15,616iApproximate average salary by contribution assumption: employee only about $390,403 at 4% or $260,268 at 6%; with 50% employer match about $260,268 at 4% or $173,512 at 6%; with 100% employer match about $195,201 at 4% or $130,134 at 6%.
Morningstar Inc. Tuition Reimbursement Plan-747---
Morningstar Inc Health and Medical Pian-954---
20063933$97,316,981$12,399,173$13,290iApproximate average salary by contribution assumption: employee only about $332,239 at 4% or $221,493 at 6%; with 50% employer match about $221,493 at 4% or $147,662 at 6%; with 100% employer match about $166,120 at 4% or $110,746 at 6%.
Morningstar Inc. 401 K Plan-933$97,316,981$12,399,173$13,290iApproximate average salary by contribution assumption: employee only about $332,239 at 4% or $221,493 at 6%; with 50% employer match about $221,493 at 4% or $147,662 at 6%; with 100% employer match about $166,120 at 4% or $110,746 at 6%.
Morningstar Inc. Tuition Reimbursement Plan-717---
Morningstar Inc Health and Medical Pian-883---
20053788$65,543,957$10,154,289$12,886iApproximate average salary by contribution assumption: employee only about $322,154 at 4% or $214,769 at 6%; with 50% employer match about $214,769 at 4% or $143,179 at 6%; with 100% employer match about $161,077 at 4% or $107,385 at 6%.
Morningstar Inc. 401 K Plan-788$65,543,957$10,154,289$12,886iApproximate average salary by contribution assumption: employee only about $322,154 at 4% or $214,769 at 6%; with 50% employer match about $214,769 at 4% or $143,179 at 6%; with 100% employer match about $161,077 at 4% or $107,385 at 6%.
Morningstar Inc. Tuition Reimbursement Plan-570---
Morningstar Inc Health and Medical Pian-762---
20043796$52,810,664$8,628,756$10,840iApproximate average salary by contribution assumption: employee only about $271,004 at 4% or $180,669 at 6%; with 50% employer match about $180,669 at 4% or $120,446 at 6%; with 100% employer match about $135,502 at 4% or $90,335 at 6%.
Morningstar Inc. 401 K Plan-796$52,810,664$8,628,756$10,840iApproximate average salary by contribution assumption: employee only about $271,004 at 4% or $180,669 at 6%; with 50% employer match about $180,669 at 4% or $120,446 at 6%; with 100% employer match about $135,502 at 4% or $90,335 at 6%.
Morningstar Inc. Tuition Reimbursement Plan-472---
Morningstar Inc Health and Medical Pian-656---
20034644$39,929,426$7,640,304$11,864iApproximate average salary by contribution assumption: employee only about $296,596 at 4% or $197,730 at 6%; with 50% employer match about $197,730 at 4% or $131,820 at 6%; with 100% employer match about $148,298 at 4% or $98,865 at 6%.
Morningstar Inc. 401 K Plan-644$39,929,426$7,640,304$11,864iApproximate average salary by contribution assumption: employee only about $296,596 at 4% or $197,730 at 6%; with 50% employer match about $197,730 at 4% or $131,820 at 6%; with 100% employer match about $148,298 at 4% or $98,865 at 6%.
Morningstar Inc. Tuition Reimbursement Plan-485---
Morningstar Inc Health and Medical Pian-585---
MORNINGSTAR INC. CAFETERIA PLAN-0---
20024636$25,292,276$6,421,752$10,097iApproximate average salary by contribution assumption: employee only about $252,427 at 4% or $168,285 at 6%; with 50% employer match about $168,285 at 4% or $112,190 at 6%; with 100% employer match about $126,214 at 4% or $84,142 at 6%.
Morningstar Inc. 401 K Plan-636$25,292,276$6,421,752$10,097iApproximate average salary by contribution assumption: employee only about $252,427 at 4% or $168,285 at 6%; with 50% employer match about $168,285 at 4% or $112,190 at 6%; with 100% employer match about $126,214 at 4% or $84,142 at 6%.
MORNING STAR INC. CAFETERIA PLAN-586---
Morningstar Inc. Tuition Reimbursement Plan-487---
Morningstar Inc Health and Medical Pian-593---
20012593$23,258,243$5,169,186$8,717iApproximate average salary by contribution assumption: employee only about $217,925 at 4% or $145,283 at 6%; with 50% employer match about $145,283 at 4% or $96,856 at 6%; with 100% employer match about $108,963 at 4% or $72,642 at 6%.
Morningstar Inc. 401 K Plan-593$23,258,243$5,169,186$8,717iApproximate average salary by contribution assumption: employee only about $217,925 at 4% or $145,283 at 6%; with 50% employer match about $145,283 at 4% or $96,856 at 6%; with 100% employer match about $108,963 at 4% or $72,642 at 6%.
Morningstar Inc Health and Medical Pian-554---
20002654$20,501,213$4,928,563$7,536iApproximate average salary by contribution assumption: employee only about $188,401 at 4% or $125,600 at 6%; with 50% employer match about $125,600 at 4% or $83,734 at 6%; with 100% employer match about $94,200 at 4% or $62,800 at 6%.
Morningstar Inc. 401 K Plan-654$20,501,213$4,928,563$7,536iApproximate average salary by contribution assumption: employee only about $188,401 at 4% or $125,600 at 6%; with 50% employer match about $125,600 at 4% or $83,734 at 6%; with 100% employer match about $94,200 at 4% or $62,800 at 6%.
Morningstar Inc Health and Medical Pian-605---
19992458$17,024,818$2,817,082$6,151iApproximate average salary by contribution assumption: employee only about $153,771 at 4% or $102,514 at 6%; with 50% employer match about $102,514 at 4% or $68,343 at 6%; with 100% employer match about $76,885 at 4% or $51,257 at 6%.
Morningstar Inc. 401 K Plan-458$17,024,818$2,817,082$6,151iApproximate average salary by contribution assumption: employee only about $153,771 at 4% or $102,514 at 6%; with 50% employer match about $102,514 at 4% or $68,343 at 6%; with 100% employer match about $76,885 at 4% or $51,257 at 6%.
Morningstar Inc Health and Medical Pian-450---