Profit Sharing · DOL Form 5500 · 2022

Carmen High School of Science and Technology Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
271
Participants Below avg headcount
38th
Percentile by assets National rank
$9,505
Avg per participant Low balance/head
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Official DOL plan name: Carmen High School 403(b) Plan · Sponsored by Carmen High School of Science and Technology Inc. · Wisconsin · Educational Services

$3M in assets, 271 participants

Carmen High School of Science and Technology Inc.'s Carmen High School 403(b) Plan reported $3M in total assets and 271 participants in its 2022 DOL Form 5500 filing, ranking in the 38th 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.

  • #1,038 in Educational Services (4,024 peers)

Coverage in Wisconsin

Carmen High School 403(b) Plan covers 271 participants in Wisconsin, about 48% of the average Wisconsin filer (state average ~563 per filing). Assets: $3M.

#1,038
in Educational Services (4,024 peers)
-13.6%
assets change YoY

The plan reported a net loss of $407K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carmen High School 403(b) Plan's mid-pack asset rank among Educational Services and all filers

Carmen High School 403(b) Plan vs every filed plan by assets

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

$2,575,914 38th percentile higher than 38% 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

Carmen High School 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. Carmen High School 403(b) Plan sits mid-pack in the medium band (271 participants).

Plan-year Form 5500 strip

Filing strip 562569203 · Carmen High School of Science and Technology Inc. PY 2022 · Profit Sharing

Carmen High School 403(b) Plan · $3M · 271 · 38th

  • EOY $3M
  • EOY 271
  • EOY 38th
  • EOY Profit Sharing
  • EOY near The Graves Company Inc. Profit Sharing Plan
  • EOY ind #1038

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 Educational Services retirement plans → · Plans in Wisconsin →

Carmen High School 403(b) Plan in the asset neighbourhood

Carmen High School 403(b) PlanCarmen High School 403(b) Pl…$3MThe Graves Company Inc. Profit Sharing PlanThe Graves Company Inc. Prof…$3MS.S. Dweck & Sons, Inc. Retirement PlanS.S. Dweck & Sons, Inc. Reti…$3MCactus Childrens Clinic, P.C. Profit Sharing PlanCactus Childrens Clinic, P.C…$3MDfw Plastics, Inc. / Dfw Rotec, Inc. Profit Sharing PlanDfw Plastics, Inc. / Dfw Rot…$3M
End-of-year total assets ($M) among Carmen High School 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$407K
Employer EIN562569203
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carmen High School of Science and Technology Inc.)

Sponsor-wide plan assets over time

All Carmen High School of Science and Technology Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 86.79074689605321% vs 2022
2024 filing year
$2M$4M$6M$8M 202220232024 $2.58M $4.81M ▲ +86.4%
Year Plans Participants Total Assets
2022 1 271 $3M
2023 2 503 $7M
2024 1 230 $5M

Nearby Profit Sharing Plans in Wisconsin

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Carmen High School 403(b) Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Carmen High School 403(b) Plan, Total assets ($B): 0.002575914 · Participants: 271Carmen High School 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
Carmen High School 403(b) Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
Compare Carmen High School 403(b) Plan side-by-side with 3 peers →

Carmen High School 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Wisconsin, the nearest Profit Sharing by assets is The Graves Company Inc. Profit Sharing Plan in SC ($3M); by covered participants it is Lowenstein Sandler 2016 Profit Sharing Plan in NJ (271 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (271 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 Carmen High School 403(b) Plan assets move in 2022? ▼
Carmen High School 403(b) Plan pulled back noticeably - down 13.6% during 2022, from $3M to $3M. Reported net income was -$407K.
How have Carmen High School of Science and Technology Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carmen High School of Science and Technology Inc.'s sponsor-wide assets grew 86.8%, from $3M to $5M.
Which Profit Sharing plans are similar in size to Carmen High School 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is The Graves Company Inc. Profit Sharing Plan in SC ($3M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Carmen High School 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Lowenstein Sandler 2016 Profit Sharing Plan in NJ (271 participants, $21M 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 562569203.

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.