Profit Sharing · DOL Form 5500 · 2022
Milwaukee Center for Independence, Inc. Profit Sharing Plan
Data updated 2026-08-11
- $17M
- Total assets
- 821
- Participants
- 75th
- Percentile by assets
- $20,587
- Avg per participant
Official DOL plan name: Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan · Sponsored by Milwaukee Center for Independence, Inc. · Wisconsin · Healthcare & Social Assistance
$17M in assets, 821 participants
Milwaukee Center for Independence, Inc.'s Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan reported $17M in total assets and 821 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.
- 75th percentile by assets (of 139,126 plans)
- #15,813 in Healthcare & Social Assistance (20,060 peers)
Where Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan sits by assets
Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan sits in the top quartile of all filed plans by assets, $17M for 821 participants (~$20,587/participant), down 13.4% in 2022.
- $17M
- total plan assets (2022 EOY)
- 821
- covered participants
- 75th
- percentile by assets (of 139,126 plans)
- $20,587
- avg assets per participant
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan vs the 2022 asset distribution
By assets, Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan outranks 75% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | -$3M |
| Employer EIN | 390806257 |
| Plan Effective Date | 2003-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Milwaukee Center for Independence, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 821 | $17M |
| 2023 | 1 | 782 | $21M |
| 2024 | 1 | 730 | $25M |
Nearby Profit Sharing Plans in Wisconsin
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
- The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund $1.2B · 5,909
- Electrical Workers Local Union 159 Retirement Plan $310M · 1,344
- Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 $279M · 1,579
- Union Individual Account Retirement Fund $249M · 2,646
- Western Wisconsin Electrical Workers Retirement Plan $239M · 1,142
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan by total assets, not by location.
Frequently Asked Questions
How did Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan assets move in 2022? ▼
How have Milwaukee Center for Independence, Inc. plan assets changed over time? ▼
Where does Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan rank by assets among Form 5500 filers? ▼
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Next read for Milwaukee Center for Independence, Inc. …
Scale reading
Ways to act on Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan's numbers.
- By total assets, Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Wisconsin. Compare plans
- Milwaukee Center for Independence, Inc.'s sponsor-wide assets have grown 46.7% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans