Money Purchase · DOL Form 5500 · 2022
St Charles Youth & Family Services Inc Money Purchase Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 137
- Participants Small participant base
- 54th
- Percentile by assets National rank
- $43,944
- Avg per participant Low balance/head
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.
- #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.
- #12,089
- in Healthcare & Social Assistance (20,060 peers)
- -14.1%
- assets change YoY
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.
St Charles Youth & Family Services, Inc. Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
St Charles Youth & Family Services, Inc. Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,020,378 Top 46% higher than 54% 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
St Charles Youth & Family Services, Inc. Pension 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. St Charles Youth & Family Services, Inc. Pension Plan sits mid-pack in the medium band (137 participants).
EBSA filing schedule strip
Filing strip 390914040 · St Charles Youth & Family Services Inc PY 2022 · Money Purchase
St Charles Youth & Family Services, Inc. Pension Plan · $6M · 137 · 54th
- VS-ST $6M
- BOY 137
- SCH 54th
- EBSA Money Purchase
- PART near Mirion Technologies (Ist) Corporation Money Purchase Pension Plan
- TYPE ind #12089
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 Healthcare & Social Assistance retirement plans → · Plans in Wisconsin →
St Charles Youth & Family Services, Inc. Pension Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All St Charles Youth & Family Services Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 31.135410778500727% vs 2022
- 2024 filing year
| 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.
- 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
St Charles Youth & Family Services, Inc. Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside Wisconsin, the nearest Money Purchase by assets is Mirion Technologies (Ist) Corporation Money Purchase Pension Plan in GA ($6M); by covered participants it is Conrad N. Hilton Foundation Money Purchase Pension Plan in CA (137 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (137 participants); asset peers above are excluded.
- Conrad N. Hilton Foundation Money Purchase Pension Plan (CA) 137 · 0 off
- Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust (MT) 137 · 0 off
- Employee Benefit Plan of Northeast Community Center for Behavioral Health (PA) 136 · 1 off
- Vitol Inc. Money Purchase Pension Plan (TX) 139 · 2 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.