Other · DOL Form 5500 · 2022
Carroll College Retirement Plan
Data updated 2026-08-25
- $47M
- Total assets Below avg plan size
- 310
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $151,967
- Avg per participant Above avg balance/head
Official DOL plan name: Carroll College 403(b) Plan · Sponsored by Carroll College · Montana · Educational Services
$47M in assets, 310 participants
Carroll College's Carroll College 403(b) Plan reported $47M in total assets and 310 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.
- #3,092 in Educational Services (4,024 peers)
Where Carroll College 403(b) Plan sits by assets
Carroll College 403(b) Plan sits in the top quartile of all filed plans by assets, $47M for 310 participants (~$151,967/participant), down 15.1% in 2022.
- #3,092
- in Educational Services (4,024 peers)
- -15.1%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Carroll College 403(b) Plan's outsized position by total assets
Carroll College 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$47,109,914 Top 13% higher than 87% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Carroll College 403(b) 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. Carroll College 403(b) Plan sits mid-pack in the medium band (310 participants).
EBSA filing schedule strip
Filing strip 810231774 · Carroll College PY 2022 · Other
Carroll College 403(b) Plan · $47M · 310 · 87th
- TYPE $47M
- NET 310
- BOOK 87th
- VS-ST Other
- BOY near St. Rose Hospital 403(b) Savings Plan
- SCH ind #3092
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 Montana →
Carroll College 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $56M |
|---|---|
| Net Assets (End of Year) | $47M |
| Net Income | -$8M |
| Employer EIN | 810231774 |
| Plan Effective Date | 1967-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carroll College)
Sponsor-wide plan assets over time
All Carroll College plans reported in each filing year
- Latest sponsor-wide plan assets
- $55M 17.466881811756227% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 310 | $47M |
| 2023 | 1 | 311 | $52M |
| 2024 | 1 | 280 | $55M |
Nearby Other Plans in Montana
Peer Other plans, same state, same plan type, ranked by total assets.
- Billings Clinic 403b Plan $444M · 4,393
- St. Peter's Hospital 403(b) Tax Deferred Savings Plan $92M · 1,787
- Bozeman Health 403(b) Plan $51M · 2,620
- Rocky Mountain College Defined Contribution Retirement Plan $26M · 253
- Sidney Health Center Pension Plan $24M · 578
Carroll College 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Montana, the nearest Other by assets is St. Rose Hospital 403(b) Savings Plan in CA ($47M); by covered participants it is Ordway Center for the Performing Arts Defined Contribution Retirement Plan in MN (310 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($47M here).
Similar participant headcount
Nearest other-state filings by covered participants (310 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.