Other · DOL Form 5500 · 2022
Carroll College Retirement Plan
Data updated 2026-08-11
- $47M
- Total assets
- 310
- Participants
- 87th
- Percentile by assets
- $151,967
- Avg per participant
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.
- 87th percentile by assets (of 139,126 plans)
- #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.
- $47M
- total plan assets (2022 EOY)
- 310
- covered participants
- 87th
- percentile by assets (of 139,126 plans)
- $151,967
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Carroll College 403(b) Plan outranks 87% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).
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)
| 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.
Carroll College 403(b) Plan vs. nearby Other plans in Montana, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Carroll College 403(b) Plan by total assets, not by location.
Frequently Asked Questions
How did Carroll College 403(b) Plan assets move in 2022? ▼
How have Carroll College plan assets changed over time? ▼
Where does Carroll College 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Carroll College 403(b) Plan? ▼
Next read for Carroll College 403(b) Plan
Scale reading
Ways to act on Carroll College 403(b) Plan's numbers.
- By total assets, Carroll College 403(b) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Montana. Compare plans
- Carroll College's sponsor-wide assets have grown 17.5% since 2022 across 3 plan years on file. More Educational Services plans