Morningstar 401(k) plan

Morningstar, Inc., Chicago, IL. EIN 36-3297908. Annual reports 2009–2024.

Morningstar, Inc. has one active retirement plan on file, the Morningstar, Inc. 401(k) Plan, with 5,250 participants and $1.0 billion in assets in 2024. Schwab has been its recordkeeper since 2018. No traditional pension plan appears in Morningstar's filings since 2009.

Active plans: 1
Participants: 5,250
Plan assets: $1.0 billion
401(k) recordkeeper: Schwab
Plans on file: 1
Industry: Information and media

The plan

Morningstar, Inc. 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 36-3297908
Participants (2024): 5,250
Net assets (2024): $1.0 billion
Recordkeeper: SchwabEarlier: T. Rowe Price (2009–2017)
Plan administrator: Morningstar, Inc.
22 West Washington
Chicago, IL 60602
(312) 696-6000As filed for 2024
In effect since: January 1, 1991

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	5,250	$1.0 billion	Schwab
2023	5,288	$878 million	Schwab
2022	5,132	$700 million	Schwab
2021	4,476	$798 million	Schwab
2020	4,009	$682 million	Schwab
2019	3,757	$534 million	Schwab
2018	3,347	$416 million	Schwab
2017	2,727	$437 million	T. Rowe Price
2016	2,786	$355 million	T. Rowe Price
2015	2,575	$308 million	T. Rowe Price
2014	2,405	$291 million	T. Rowe Price
2013	2,182	$258 million	T. Rowe Price
2012	2,114	$199 million	T. Rowe Price
2011	2,053	$163 million	T. Rowe Price
2010	1,927	$152 million	T. Rowe Price
2009	1,641	$121 million	T. Rowe Price

If you had money in one of these plans

Call Schwab (schwab.com), which runs the Morningstar, Inc. 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((312) 696-6000). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Morningstar, Inc. 401(k) Plan

If you had money in one of these plans

What these numbers are

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