Money Purchase · DOL Form 5500 · 2022

Beloit College Money Purchase Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
54
Participants Small participant base
53rd
Percentile by assets National rank
$102,557
Avg per participant Below avg balance/head
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Official DOL plan name: Retirement Plan for Classified Employees of Board of Trustees of Beloit College · Sponsored by Beloit College · Wisconsin · Educational Services

$6M in assets, 54 participants

Beloit College's Retirement Plan for Classified Employees of Board of Trustees of Beloit College reported $6M in total assets and 54 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd 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.

  • #1,489 in Educational Services (4,024 peers)

Beloit College multi-year trail

Beloit College's plans moved +12.2% in assets from 2022 to 2024; this filing shows Retirement Plan for Classified Employees of Board of Trustees of Beloit College at $6M / 54 participants.

#1,489
in Educational Services (4,024 peers)
-21.0%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Plan for Classified Employees of Board of Trustees of Beloit College's mid-pack asset rank among Educational Services and all filers

Retirement Plan for Classified Employees of Board of Trustees of Beloit College vs every filed plan by assets

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

$5,538,094 Top 47% higher than 53% 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

Retirement Plan for Classified Employees of Board of Trustees of Beloit College among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Classified Employees of Board of Trustees of Beloit College is a small filing (54 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 390808497 · Beloit College PY 2022 · Money Purchase

Retirement Plan for Classified Employees of Board of Trustees of Beloit College · $6M · 54 · 53rd

  • ASSETS $6M
  • PCT 54
  • EIN 53rd
  • RANK Money Purchase
  • PHOTO near Teamsters Local 777 Severance and Retirement Plan
  • IND ind #1489

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 →

Retirement Plan for Classified Employees of Board of Trustees of Beloit College in the asset neighbourhood

William W. Motley Dds Psp$6MRetirement Plan for Classified Employees of Board of Trustees of Beloit CollegeRetirement Plan for Classifi…$6MTeamsters Local 777 Severance and Retirement PlanTeamsters Local 777 Severanc…$6MPainters and Allied Trades Local Union 197 of Terre Haute, Indiana Money Purchase Pension PlanPainters and Allied Trades L…$6MHsta-Hstso Retirement Benefit PlanHsta-Hstso Retirement Benefi…$6M
End-of-year total assets ($M) among Retirement Plan for Classified Employees of Board of Trustees of Beloit College and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Beloit College multi-year asset trail

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

Beloit College filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$1M
Employer EIN390808497
Plan Effective Date1982-02-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Wisconsin

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

Retirement Plan for Classified Employees of Board of Trustees of Beloit College vs. nearby Money Purchase plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Retirement Plan for Classified Employees of Board of Trustees of Beloit College, Total assets ($B): 0.005538094 · Participants: 54Retirement Plan for Classified Employees of Board of Trustees of Beloit CollegeEmployees Retirement Plan of Marshfield Clinic, Total assets ($B): 1.328108125 · Participants: 8253Employees Retirement Plan of Marshfield ClinicTelephone and Data Systems, Inc. Pension Plan, Total assets ($B): 0.414078062 · Participants: 5694Telephone and Data Systems, Inc. Pension PlanPlumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan, Total assets ($B): 0.374284863 · Participants: 1715Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) PlanNorth Central States Regional Council of Carpenters Supplemental Retirement Plan, Total assets ($B): 0.235050826 · Participants: 9656North Central States Regional Council of Carpenters Supplemental Retirement PlanAspirus, Inc. Frozen 401(a) Plan, Total assets ($B): 0.13253267 · Participants: 2778Aspirus, Inc. Frozen 401(a) Plan
Retirement Plan for Classified Employees of Board of Trustees of Beloit College vs. nearby Money Purchase plans in Wisconsin, assets vs. participants
Compare Retirement Plan for Classified Employees of Board of Trustees of Beloit College side-by-side with 3 peers →

Retirement Plan for Classified Employees of Board of Trustees of Beloit College's out-of-state Money Purchase peers by assets and headcount

Outside Wisconsin, the nearest Money Purchase by assets is Teamsters Local 777 Severance and Retirement Plan in IL ($6M); by covered participants it is Cook Chevrolet Buick, Inc. Retirement 401(k) in MI (54 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (54 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 Retirement Plan for Classified Employees of Board of Trustees of Beloit College assets move in 2022? ▼
Retirement Plan for Classified Employees of Board of Trustees of Beloit College declined sharply - down 21.0% during 2022, from $7M to $6M. Reported net income was -$1M.
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.
Which Money Purchase plans are similar in size to Retirement Plan for Classified Employees of Board of Trustees of Beloit College? ▼
Among Money Purchase plans in other states, the closest by assets is Teamsters Local 777 Severance and Retirement Plan in IL ($6M, 1,236 participants).
Which Money Purchase plans cover a similar participant headcount to Retirement Plan for Classified Employees of Board of Trustees of Beloit College? ▼
Among Money Purchase plans in other states, the closest by covered participants is Cook Chevrolet Buick, Inc. Retirement 401(k) in MI (54 participants, N/A 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.