Other · DOL Form 5500 · 2022

Carthage College Retirement Plan

Data updated 2026-08-25

$112M
Total assets Near avg plan size
418
Participants Below avg headcount
93rd
Percentile by assets National rank
$267,360
Avg per participant High balance/head
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Official DOL plan name: Carthage College Defined Contribution Plan · Sponsored by Carthage College · Wisconsin · Educational Services

$112M in assets, 418 participants

Carthage College's Carthage College Defined Contribution Plan reported $112M in total assets and 418 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #3,544 in Educational Services (4,024 peers)

Where Carthage College Defined Contribution Plan sits by assets

Carthage College Defined Contribution Plan sits in the top 10% of all filed plans by assets, $112M for 418 participants (~$267,360/participant), down 15.9% in 2022.

#3,544
in Educational Services (4,024 peers)
-15.9%
assets change YoY
1.1×
vs typical plan assets (national mean)

The plan reported a net loss of $21M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carthage College Defined Contribution Plan's outsized position by total assets

Carthage College Defined Contribution Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$111,756,343 Top 7% higher than 93% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Carthage College Defined Contribution Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carthage College Defined Contribution Plan sits mid-pack in the medium band (418 participants).

EBSA filing schedule strip

Filing strip 370661496 · Carthage College PY 2022 · Other

Carthage College Defined Contribution Plan · $112M · 418 · 93rd

  • NET $112M
  • BOOK 418
  • VS-ST 93rd
  • BOY Other
  • SCH near Saint Leo University Retirement Plan
  • EBSA ind #3544

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Educational Services retirement plans → · Plans in Wisconsin →

Carthage College Defined Contribution Plan in the asset neighbourhood

Lake County Plasterers & Cement Masons RetirementLake County Plasterers & Cem…$112MBuckingham Browne & Nichols School DC Retirement PlanBuckingham Browne & Nichols …$112MCarthage College Defined Contribution PlanCarthage College Defined Con…$112MSaint Leo University Retirement PlanSaint Leo University Retirem…$112MSt. Joseph's University 403(b) PlanSt. Joseph's University 403(…$112M
End-of-year total assets ($M) among Carthage College Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$133M
Net Assets (End of Year)$112M
Net Income-$21M
Employer EIN370661496
Plan Effective Date1946-09-17
Filing StatusFILING RECEIVED

Sponsor Plan History (Carthage College)

Sponsor-wide plan assets over time

All Carthage College plans reported in each filing year

Latest sponsor-wide plan assets
$131M 17.542926400159676% vs 2022
2024 filing year
$100M$110M$120M$130M$140M 202220232024 $112M $131M ▲ +17.5%
Year Plans Participants Total Assets
2022 1 418 $112M
2023 1 382 $123M
2024 1 492 $131M

Nearby Other Plans in Wisconsin

Peer Other plans, same state, same plan type, ranked by total assets.

Carthage College Defined Contribution Plan vs. nearby Other plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 00.511.522.5 Total assets ($B) Participants Carthage College Defined Contribution Plan, Total assets ($B): 0.111756343 · Participants: 418Carthage College Defined Contribution PlanThe Medical College of Wisconsin, Inc. Retirement Plan, Total assets ($B): 2.017144493 · Participants: 6020The Medical College of Wisconsin, Inc. Retirement PlanFroedtert Health, Inc. 403(b) Plan, Total assets ($B): 1.525928324 · Participants: 13617Froedtert Health, Inc. 403(b) PlanUniversity of Wisconsin Medical Foundation Physicians Retirement Plan, Total assets ($B): 1.081877556 · Participants: 1679University of Wisconsin Medical Foundation Physicians Retirement PlanMarquette University Retirement Plan, Total assets ($B): 0.77906567 · Participants: 2039Marquette University Retirement PlanChildren's Hospital and Health System Shared Retirement Savings Plan, Total assets ($B): 0.760032545 · Participants: 5299Children's Hospital and Health System Shared Retirement Savings Plan
Carthage College Defined Contribution Plan vs. nearby Other plans in Wisconsin, assets vs. participants
Compare Carthage College Defined Contribution Plan side-by-side with 3 peers →

Carthage College Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside Wisconsin, the nearest Other by assets is Saint Leo University Retirement Plan in FL ($112M); by covered participants it is Museum Associates D/B/a Los Angeles County Museum of Art 403(b) Plan in CA (418 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($112M here).

Similar participant headcount

Nearest other-state filings by covered participants (418 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Carthage College Defined Contribution Plan assets move in 2022? ▼
Carthage College Defined Contribution Plan declined sharply - down 15.9% during 2022, from $133M to $112M. Reported net income was -$21M.
How have Carthage College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carthage College's sponsor-wide assets grew 17.5%, from $112M to $131M.
Where does Carthage College Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Carthage College Defined Contribution Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Carthage College Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is Saint Leo University Retirement Plan in FL ($112M, 2,332 participants).
Which Other plans cover a similar participant headcount to Carthage College Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is Museum Associates D/B/a Los Angeles County Museum of Art 403(b) Plan in CA (418 participants, $23M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 370661496.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.