Other · DOL Form 5500 · 2022
Carleton College Retirement Plan
Data updated 2026-08-11
- $321M
- Total assets
- 795
- Participants
- 97th
- Percentile by assets
- $403,784
- Avg per participant
Official DOL plan name: Carleton College Defined Contribution Plan · Sponsored by Carleton College · Minnesota · Educational Services
$321M in assets, 795 participants
Carleton College's Carleton College Defined Contribution Plan reported $321M in total assets and 795 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 139,126 plans)
- #3,838 in Educational Services (4,024 peers)
Where Carleton College Defined Contribution Plan sits by assets
Carleton College Defined Contribution Plan sits in the top 5% of all filed plans by assets, $321M for 795 participants (~$403,784/participant), down 13.0% in 2022.
- $321M
- total plan assets (2022 EOY)
- 795
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $403,784
- avg assets per participant
The plan reported a net loss of $48M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Carleton College Defined Contribution Plan vs the 2022 asset distribution
By assets, Carleton College Defined Contribution Plan outranks 97% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 3.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $369M |
|---|---|
| Net Assets (End of Year) | $321M |
| Net Income | -$48M |
| Employer EIN | 410694747 |
| Plan Effective Date | 1970-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carleton College)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 795 | $321M |
| 2023 | 1 | 821 | $365M |
| 2024 | 1 | 906 | $397M |
Nearby Other Plans in Minnesota
Peer Other plans, same state, same plan type, ranked by total assets.
Carleton College Defined Contribution Plan vs. nearby Other plans in Minnesota, assets vs. participants
- Mayo 403(b) Plan $9.5B · 80,932
- Centracare Health System 403(b) Plan $739M · 10,840
- Childrens Hospitals and Clinics Matched Savings Plan $692M · 5,009
- Carpenters & Joiners Defined Contribution Plan $583M · 20,332
- University of St. Thomas Retirement Plan $358M · 2,317
Similar-Sized Other Plans Nationally
Other plans in other states closest to Carleton College Defined Contribution Plan by total assets, not by location.
- New York Institute of Technology Defined Contribution Retirement Plan (NY) $321M · 1,127
- Swedishamerican 403(b) Incentivesaver Plan (IL) $321M · 3,571
- Clarkson University Pension Plan (NY) $321M · 683
- Colorado College Retirement Benefit Plan (CO) $319M · 785
Frequently Asked Questions
How did Carleton College Defined Contribution Plan assets move in 2022? ▼
How have Carleton College plan assets changed over time? ▼
Where does Carleton College Defined Contribution Plan rank by assets among Form 5500 filers? ▼
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Scale reading
Ways to act on Carleton College Defined Contribution Plan's numbers.
- By total assets, Carleton College Defined Contribution Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Minnesota. Compare plans
- Carleton College's sponsor-wide assets have grown 23.6% since 2022 across 3 plan years on file. More Educational Services plans