Profit Sharing · DOL Form 5500 · 2022
Carle Foundation Hospital and Affiliates Profit Sharing Plan
Data updated 2026-08-25
- $861M
- Total assets Above avg plan size
- 10,930
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $78,754
- Avg per participant Below avg balance/head
Official DOL plan name: Carle Foundation Hospital and Affiliates Matching Tsa Plan · Sponsored by Carle Foundation Hospital and Affiliates · Illinois · Healthcare & Social Assistance
$861M in assets, 10,930 participants
Carle Foundation Hospital and Affiliates's Carle Foundation Hospital and Affiliates Matching Tsa Plan reported $861M in total assets and 10,930 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #19,855 in Healthcare & Social Assistance (20,060 peers)
Coverage in Illinois
Carle Foundation Hospital and Affiliates Matching Tsa Plan covers 10,930 participants in Illinois, 14x the typical Illinois plan (state average ~779 per filing). Assets: $861M.
- #19,855
- in Healthcare & Social Assistance (20,060 peers)
- -9.9%
- assets change YoY
- 8.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $94M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Carle Foundation Hospital and Affiliates Matching Tsa Plan's outsized position by total assets
Carle Foundation Hospital and Affiliates Matching Tsa Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$860,778,438 Top 1% higher than 99% 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
Carle Foundation Hospital and Affiliates Matching Tsa Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carle Foundation Hospital and Affiliates Matching Tsa Plan is a mega filing (10,930 participants), the rightmost band on the breakdown.
Published 5500 schedule card
Filing strip 371119538 · Carle Foundation Hospital and Affiliates PY 2022 · Profit Sharing
Carle Foundation Hospital and Affiliates Matching Tsa Plan · $861M · 10,930 · 99th
- NET $861M
- BOOK 10,930
- VS-ST 99th
- BOY Profit Sharing
- SCH near Demoulas (Restated) Profit Sharing Plan & Trust
- EBSA ind #19855
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 Illinois →
Carle Foundation Hospital and Affiliates Matching Tsa Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $955M |
|---|---|
| Net Assets (End of Year) | $861M |
| Net Income | -$94M |
| Employer EIN | 371119538 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carle Foundation Hospital and Affiliates)
Sponsor-wide plan assets over time
All Carle Foundation Hospital and Affiliates plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.4B 59.00885437839% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 10,930 | $861M |
| 2023 | 1 | 15,604 | $1.2B |
| 2024 | 1 | 16,059 | $1.4B |
Nearby Profit Sharing Plans in Illinois
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- W. W. Grainger, Inc. Retirement Savings Plan $3.0B · 17,181
- Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5 $2.9B · 21,985
- Mcmaster-Carr Supply Company Profit Sharing Trust $2.5B · 4,327
- Mid-America Carpenters Regional Council Supplemental Retirement Plan $1.4B · 16,140
- Accenture United States Discretionary Profit Sharing Plan $893M · 10,992
Scale composition for Carle Foundation Hospital and Affiliates Matching Tsa Plan
Carle Foundation Hospital and Affiliates Matching Tsa Plan reports $861M in end-of-year assets across 10,930 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $78,754 per participant (57% of the national average assets-per-participant) . Net income for plan year 2022 was -$94M.
This plan identity (EIN 371119538, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $861M to $1.4B (+59.0%) while covered participants moved from 10,930 to 16,059 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 10,930 | $861M | This page |
| 2023 | 15,604 | $1.2B | Open filing |
| 2024 · index core | 16,059 | $1.4B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Carle Foundation Hospital and Affiliates Matching Tsa Plan (Profit Sharing, $1.4B, 16,059 participants)
Carle Foundation Hospital and Affiliates Matching Tsa Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Illinois, the nearest Profit Sharing by assets is Demoulas (Restated) Profit Sharing Plan & Trust in MA ($873M); by covered participants it is Legacy Health Defined Contribution Retirement Plan in OR (10,849 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($861M here).
- Demoulas (Restated) Profit Sharing Plan & Trust (MA) $873M · 12,106
- Allina 403(b) Retirement Savings Plan (MN) $847M · 10,170
- Mason Tenders District Council Annuity Fund (NY) $837M · 11,072
- Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia (VA) $889M · 4,858
Similar participant headcount
Nearest other-state filings by covered participants (10,930 participants); asset peers above are excluded.
- Legacy Health Defined Contribution Retirement Plan (OR) 10,849 · 81 off
- Impellam NA 401(k) Plan (GA) 11,074 · 144 off
- North Atlantic States Carpenters Annuity Plan (CT) 10,777 · 153 off
- The Research Foundation for Suny Retirement Plan (NY) 11,139 · 209 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.