Profit Sharing · DOL Form 5500 · 2022

Milwaukee Center for Independence, Inc. Profit Sharing Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
821
Participants Near avg headcount
75th
Percentile by assets National rank
$20,587
Avg per participant Low balance/head
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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.

  • #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.

#15,813
in Healthcare & Social Assistance (20,060 peers)
-13.4%
assets change YoY
0.2×
vs typical plan assets (national mean)

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's outsized position by total assets

Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$16,901,804 Top 25% higher than 75% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Milwaukee Center for Independence, Inc. and Affiliates 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. Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan sits mid-pack in the medium band (821 participants).

Published 5500 schedule card

Filing strip 390806257 · Milwaukee Center for Independence, Inc. PY 2022 · Profit Sharing

Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan · $17M · 821 · 75th

  • NET $17M
  • NET 821
  • NET 75th
  • NET Profit Sharing
  • NET near Nebco, Inc. Salaried Profit Sharing Plan
  • NET ind #15813

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 →

Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan in the asset neighbourhood

Snapdocs 401(k) Plan$17MNebco, Inc. Salaried Profit Sharing PlanNebco, Inc. Salaried Profit …$17MMilwaukee Center for Independence, Inc. and Affiliates 403(b) PlanMilwaukee Center for Indepen…$17MLong Beach Gastroenterology Associates, a Medical Group Employees Profit Sharing PlanLong Beach Gastroenterology …$17MCate School Corporation Profit Sharing PlanCate School Corporation Prof…$17M
End-of-year total assets ($M) among Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$17M
Net Income-$3M
Employer EIN390806257
Plan Effective Date2003-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Milwaukee Center for Independence, Inc.)

Sponsor-wide plan assets over time

All Milwaukee Center for Independence, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 46.71950994106901% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $16.9M $24.8M ▲ +46.7%
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 Scatter plot of 6 data points. 02000400060008000 -0.500.511.5 Total assets ($B) Participants Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan, Total assets ($B): 0.016901804 · Participants: 821Milwaukee Center for Independence, Inc. and Affiliates 403(b) PlanThe Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund, Total assets ($B): 1.171824153 · Participants: 5909The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee FundElectrical Workers Local Union 159 Retirement Plan, Total assets ($B): 0.310344367 · Participants: 1344Electrical Workers Local Union 159 Retirement PlanRetirement Plan for Employees Represented by Sheet Metal Workers Local Union 18, Total assets ($B): 0.27884786 · Participants: 1579Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18Union Individual Account Retirement Fund, Total assets ($B): 0.249003783 · Participants: 2646Union Individual Account Retirement FundWestern Wisconsin Electrical Workers Retirement Plan, Total assets ($B): 0.23891973 · Participants: 1142Western Wisconsin Electrical Workers Retirement Plan
Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
Compare Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan side-by-side with 3 peers →

Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Wisconsin, the nearest Profit Sharing by assets is Nebco, Inc. Salaried Profit Sharing Plan in NE ($17M); by covered participants it is Pueblo Inc. Retirement Plan in PR (818 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (821 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.

Frequently Asked Questions

How did Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan assets move in 2022? ▼
Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan pulled back noticeably - down 13.4% during 2022, from $20M to $17M. Reported net income was -$3M.
How have Milwaukee Center for Independence, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Milwaukee Center for Independence, Inc.'s sponsor-wide assets grew 46.7%, from $17M to $25M.
Where does Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan rank by assets among Form 5500 filers? ▼
Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Nebco, Inc. Salaried Profit Sharing Plan in NE ($17M, 141 participants).
Which Profit Sharing plans cover a similar participant headcount to Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Pueblo Inc. Retirement Plan in PR (818 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 390806257.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.