Other · DOL Form 5500 · 2022

Beloit College Retirement Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
272
Participants Below avg headcount
89th
Percentile by assets National rank
$196,213
Avg per participant Above avg balance/head
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Official DOL plan name: Beloit College Defined Contribution Retirement Plan · Sponsored by Beloit College · Wisconsin · Educational Services

$53M in assets, 272 participants

Beloit College's Beloit College Defined Contribution Retirement Plan reported $53M in total assets and 272 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #3,170 in Educational Services (4,024 peers)

Coverage in Wisconsin

Beloit College Defined Contribution Retirement Plan covers 272 participants in Wisconsin, about 48% of the average Wisconsin filer (state average ~563 per filing). Assets: $53M.

#3,170
in Educational Services (4,024 peers)
-18.5%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Beloit College Defined Contribution Retirement Plan's outsized position by total assets

Beloit College Defined Contribution Retirement Plan vs every filed plan by assets

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

$53,369,808 Top 11% higher than 89% 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

Beloit College Defined Contribution Retirement 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. Beloit College Defined Contribution Retirement Plan sits mid-pack in the medium band (272 participants).

Published 5500 schedule card

Filing strip 390808497 · Beloit College PY 2022 · Other

Beloit College Defined Contribution Retirement Plan · $53M · 272 · 89th

  • PART $53M
  • PART 272
  • PART 89th
  • PART Other
  • PART near Franklin College 403(b) Retirement and Tax Deferred Annuity Plan
  • PART ind #3170

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 →

Beloit College Defined Contribution Retirement Plan in the asset neighbourhood

Friends Academy Defined Contribution Retirement PlanFriends Academy Defined Cont…$54MSt. George's School Defined Contribution Retirement PlanSt. George's School Defined …$54MWinsor School 403b Plan$53MFranklin College 403(b) Retirement and Tax Deferred Annuity PlanFranklin College 403(b) Reti…$53MBeloit College Defined Contribution Retirement PlanBeloit College Defined Contr…$53M
End-of-year total assets ($M) among Beloit College Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$65M
Net Assets (End of Year)$53M
Net Income-$12M
Employer EIN390808497
Plan Effective Date1924-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Beloit College)

Sponsor-wide plan assets over time

All Beloit College plans reported in each filing year

Latest sponsor-wide plan assets
$66M 12.242807425054792% vs 2022
2024 filing year
$55M$60M$65M$70M 202220232024 $58.9M $66.1M ▲ +12.2%
Year Plans Participants Total Assets
2022 2 326 $59M
2023 2 300 $65M
2024 2 287 $66M

Nearby Other Plans in Wisconsin

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

Beloit College Defined Contribution Retirement Plan vs. nearby Other plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Beloit College Defined Contribution Retirement Plan, Total assets ($B): 0.053369808 · Participants: 272Beloit College Defined Contribution Retirement PlanThe Medical College of Wisconsin, Inc. Retirement Plan, Total assets ($B): 2.017144493 · Participants: 6020The Medical College of Wisconsin, Inc. Retirement PlanFroedtert Health, Inc. 403(b) Plan, Total assets ($B): 1.525928324 · Participants: 13617Froedtert Health, Inc. 403(b) PlanUniversity of Wisconsin Medical Foundation Physicians Retirement Plan, Total assets ($B): 1.081877556 · Participants: 1679University of Wisconsin Medical Foundation Physicians Retirement PlanMarquette University Retirement Plan, Total assets ($B): 0.77906567 · Participants: 2039Marquette University Retirement PlanChildren's Hospital and Health System Shared Retirement Savings Plan, Total assets ($B): 0.760032545 · Participants: 5299Children's Hospital and Health System Shared Retirement Savings Plan
Beloit College Defined Contribution Retirement Plan vs. nearby Other plans in Wisconsin, assets vs. participants
Compare Beloit College Defined Contribution Retirement Plan side-by-side with 3 peers →

Beloit College Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Wisconsin, the nearest Other by assets is Franklin College 403(b) Retirement and Tax Deferred Annuity Plan in IN ($53M); by covered participants it is Riverview School, Inc. 403(b) Retirement Plan in MA (272 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (272 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 Beloit College Defined Contribution Retirement Plan assets move in 2022? ▼
Beloit College Defined Contribution Retirement Plan declined sharply - down 18.5% during 2022, from $65M to $53M. Reported net income was -$12M.
How have Beloit College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beloit College's sponsor-wide assets grew 12.2%, from $59M to $66M.
Where does Beloit College Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Beloit College Defined Contribution Retirement Plan ranks in the 89th 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 Other plans are similar in size to Beloit College Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Franklin College 403(b) Retirement and Tax Deferred Annuity Plan in IN ($53M, 272 participants).
Which Other plans cover a similar participant headcount to Beloit College Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Riverview School, Inc. 403(b) Retirement Plan in MA (272 participants, $19M 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 390808497.

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.