Other · DOL Form 5500 · 2022
Carleton College Retirement Plan
Data updated 2026-08-25
- $321M
- Total assets Above avg plan size
- 795
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $403,784
- Avg per participant High balance/head
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.
- #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.
- #3,838
- in Educational Services (4,024 peers)
- -13.0%
- assets change YoY
- 3.2×
- vs typical plan assets (national mean)
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's outsized position by total assets
Carleton College Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$321,008,247 Top 3% higher than 97% 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
Carleton 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. Carleton College Defined Contribution Plan sits mid-pack in the medium band (795 participants).
Plan-year Form 5500 strip
Filing strip 410694747 · Carleton College PY 2022 · Other
Carleton College Defined Contribution Plan · $321M · 795 · 97th
- EIN $321M
- EIN 795
- EIN 97th
- EIN Other
- EIN near New York Institute of Technology Defined Contribution Retirement Plan
- EIN ind #3838
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 Minnesota →
Carleton College Defined Contribution Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Carleton College plans reported in each filing year
- Latest sponsor-wide plan assets
- $397M 23.58498565303215% vs 2022
- 2024 filing year
| 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.
- 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
Carleton College Defined Contribution Plan's out-of-state Other peers by assets and headcount
Outside Minnesota, the nearest Other by assets is New York Institute of Technology Defined Contribution Retirement Plan in NY ($321M); by covered participants it is Uniontown Hospital Tax Sheltered Annuity Plan in PA (795 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($321M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (795 participants); asset peers above are excluded.
- Uniontown Hospital Tax Sheltered Annuity Plan (PA) 795 · 0 off
- Northwestern Medical Center, Inc. 403(b) Plan (VT) 796 · 1 off
- The Metropolitan Opera Retirement Savings Plan (NY) 794 · 1 off
- Stetson University Defined Contribution Plan (FL) 794 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.