Carroll College 403(b) Plan
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Carroll College · Montana · Educational Services
What the 2023 filing shows
Carroll College 403(b) Plan holds $47M for 310 participants — about $151,967 per participant, down 15.1% over the 2022 plan year.
- $47M
- total plan assets (2022 EOY)
- 310
- covered participants
- $151,967
- avg assets per participant
- -15.1%
- assets change YoY
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.
What the Filing Says About Carroll College 403(b) Plan
Carroll College 403(b) Plan is a Profit Sharing retirement plan sponsored by Carroll College, headquartered in Montana. As of the 2022 Form 5500 filing, the plan reports $47M in total end-of-year assets and covers 310 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 810231774, and the plan has been effective since 1967-03-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $56M at the beginning of 2022 to $47M at year-end — a decline of 15.1%. Net assets (after liabilities) closed the year at $47M, with reported net income of $-8,408,280 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $56M |
| Total Assets (End of Year) | $47M |
| Net Assets (End of Year) | $47M |
| Net Income | $-8,408,280 |
| Plan Type | Profit Sharing |
| Employer EIN | 810231774 |
| Plan Effective Date | 1967-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carroll College)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 310 | $47M |
| 2023 | 1 | 311 | $52M |
| 2024 | 1 | 280 | $55M |
Nearby Profit Sharing Plans in Montana
Peer Profit Sharing plans — same state, same plan type — ranked by total assets.
- Billings Clinic 403b Plan $522M · 3,894
- St. Peter's Hospital 403(b) Tax Deferred Savings Plan $116M · 1,934
- Bozeman Health 403(b) Plan $63M · 2,524
- Carroll College 403(b) Plan $52M · 311
- Rocky Mountain College Defined Contribution Retirement Plan $30M · 252
Related Data
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Frequently Asked Questions
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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 810231774.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.