Other · DOL Form 5500 · 2022
St Charles Youth & Family Services Inc Retirement Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 205
- Participants Below avg headcount
- 36th
- Percentile by assets National rank
- $11,192
- Avg per participant Low balance/head
Official DOL plan name: St. Charles Youth & Family Services, Inc. 403(b) Plan · Sponsored by St Charles Youth & Family Services Inc · Wisconsin · Healthcare & Social Assistance
$2M in assets, 205 participants
St Charles Youth & Family Services Inc's St. Charles Youth & Family Services, Inc. 403(b) Plan reported $2M in total assets and 205 participants in its 2022 DOL Form 5500 filing, ranking in the 36th 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.
- #7,591 in Healthcare & Social Assistance (20,060 peers)
Coverage in Wisconsin
St. Charles Youth & Family Services, Inc. 403(b) Plan covers 205 participants in Wisconsin, about 36% of the average Wisconsin filer (state average ~563 per filing). Assets: $2M.
- #7,591
- in Healthcare & Social Assistance (20,060 peers)
- -7.1%
- assets change YoY
The plan reported a net loss of $176K 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. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
St. Charles Youth & Family Services, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,294,322 36th percentile higher than 36% 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. 403(b) 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. 403(b) Plan sits mid-pack in the medium band (205 participants).
EBSA filing schedule strip
Filing strip 390914040 · St Charles Youth & Family Services Inc PY 2022 · Other
St. Charles Youth & Family Services, Inc. 403(b) Plan · $2M · 205 · 36th
- IND $2M
- IND 205
- IND 36th
- IND Other
- IND near Park Lawn School & Activity Center Retirement Plan
- IND ind #7591
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. 403(b) Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$176K |
| Employer EIN | 390914040 |
| Plan Effective Date | 2005-01-01 |
| 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 Other Plans in Wisconsin
Peer Other plans, same state, same plan type, ranked by total assets.
- The Medical College of Wisconsin, Inc. Retirement Plan $2.0B · 6,020
- Froedtert Health, Inc. 403(b) Plan $1.5B · 13,617
- University of Wisconsin Medical Foundation Physicians Retirement Plan $1.1B · 1,679
- Marquette University Retirement Plan $779M · 2,039
- Children's Hospital and Health System Shared Retirement Savings Plan $760M · 5,299
St. Charles Youth & Family Services, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is Park Lawn School & Activity Center Retirement Plan in IL ($2M); by covered participants it is Mental Health Connecticut, Inc. Retirement Plan in CT (205 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (205 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.