Money Purchase · DOL Form 5500 · 2022
St Charles Youth & Family Services Inc Money Purchase Plan
Data updated 2026-08-11
- $6M
- Total assets
- 137
- Participants
- 54th
- Percentile by assets
- $43,944
- Avg per participant
Official DOL plan name: St Charles Youth & Family Services, Inc. Pension Plan · Sponsored by St Charles Youth & Family Services Inc · Wisconsin · Healthcare & Social Assistance
$6M in assets, 137 participants
St Charles Youth & Family Services Inc's St Charles Youth & Family Services, Inc. Pension Plan reported $6M in total assets and 137 participants in its 2022 DOL Form 5500 filing, ranking in the 54th 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.
- 54th percentile by assets (of 139,126 plans)
- #12,089 in Healthcare & Social Assistance (20,060 peers)
Coverage in Wisconsin
St Charles Youth & Family Services, Inc. Pension Plan covers 137 participants in Wisconsin, about 24% of the average Wisconsin filer (state average ~563 per filing). Assets: $6M.
- $6M
- total plan assets (2022 EOY)
- 137
- covered participants
- 54th
- percentile by assets (of 139,126 plans)
- $43,944
- avg assets per participant
The plan reported a net loss of $987K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 563 participants across 2,940 plans. St Charles Youth & Family Services, Inc. Pension Plan reports 137 participants - about 24% of that state average ($6M EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$987K |
| Employer EIN | 390914040 |
| Plan Effective Date | 1983-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (St Charles Youth & Family Services Inc)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 342 | $8M |
| 2023 | 2 | 392 | $10M |
| 2024 | 2 | 339 | $11M |
Nearby Money Purchase Plans in Wisconsin
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
St Charles Youth & Family Services, Inc. Pension Plan vs. nearby Money Purchase plans in Wisconsin, assets vs. participants
- Employees Retirement Plan of Marshfield Clinic $1.3B · 8,253
- Telephone and Data Systems, Inc. Pension Plan $414M · 5,694
- Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan $374M · 1,715
- North Central States Regional Council of Carpenters Supplemental Retirement Plan $235M · 9,656
- Aspirus, Inc. Frozen 401(a) Plan $133M · 2,778
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to St Charles Youth & Family Services, Inc. Pension Plan by total assets, not by location.
Frequently Asked Questions
How did St Charles Youth & Family Services, Inc. Pension Plan assets move in 2022? ▼
How have St Charles Youth & Family Services Inc plan assets changed over time? ▼
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Next read for St Charles Youth & Family Services, Inc.…
Filing takeaways
Ways to act on St Charles Youth & Family Services, Inc. Pension Plan's numbers.
- By total assets, St Charles Youth & Family Services, Inc. Pension Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Wisconsin. Compare plans
- St Charles Youth & Family Services Inc's sponsor-wide assets have grown 31.1% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans