Profit Sharing · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$3M
Total assets Small plan by assets
253
Participants Below avg headcount
37th
Percentile by assets National rank
$12,587
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, 253 participants

Carmen High School of Science and Technology Inc.'s Carmen High School 403(b) Plan reported $3M in total assets and 253 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #900 in Educational Services (3,735 peers)

Coverage in Wisconsin

Carmen High School 403(b) Plan covers 253 participants in Wisconsin, about 45% of the average Wisconsin filer (state average ~563 per filing). Assets: $3M.

#900
in Educational Services (3,735 peers)
+23.6%
assets growth YoY

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 2023 · DOL Form 5500

$3,184,635 37th percentile higher than 37% of 127,068 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 2023

Carmen High School 403(b) Plan among mid-size filed plans by headcount

Plan-year 2023 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 (253 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carmen High School 403(b) Plan reported net income rose from -$407K in the plan year 2022 filing to $609K in the plan year 2023 filing.
  • Carmen High School 403(b) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Carmen High School 403(b) Plan reported participants fell from 271 in the plan year 2022 filing to 253 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 562569203 · Carmen High School of Science and Technology Inc. PY 2023 · Profit Sharing

Carmen High School 403(b) Plan · $3M · 253 · 37th

  • PART $3M
  • TYPE 253
  • NET 37th
  • BOOK Profit Sharing
  • VS-ST near Ken S. Honbo M.D. Profit Sharing Plan
  • BOY ind #900

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…$3MKen S. Honbo M.D. Profit Sharing PlanKen S. Honbo M.D. Profit Sha…$3MWard-Boland Associates, Inc. Employee Stock Ownership Plan and Profit Sharing PlanWard-Boland Associates, Inc.…$3MMonte F. Person, D.D.S. Profit Sharing PlanMonte F. Person, D.D.S. Prof…$3MSpectrum Community Services 403(b) PlanSpectrum Community Services …$3M
End-of-year total assets ($M) among Carmen High School 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$609K
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. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Carmen High School 403(b) Plan, Total assets ($B): 0.003184635 · Participants: 253Carmen High School 403(b) PlanThe Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund, Total assets ($B): 1.307660616 · Participants: 5914The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee FundAspirus, Inc. Retirement Plan, Total assets ($B): 0.795181764 · Participants: 10161Aspirus, Inc. Retirement PlanElectrical Workers Local Union 159 Retirement Plan, Total assets ($B): 0.374446593 · Participants: 1358Electrical Workers Local Union 159 Retirement PlanRetirement Plan for Employees Represented by Sheet Metal Workers Local Union 18, Total assets ($B): 0.334293046 · Participants: 1762Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18Western Wisconsin Electrical Workers Retirement Plan, Total assets ($B): 0.293497704 · Participants: 1217Western 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 Ken S. Honbo M.D. Profit Sharing Plan in CA ($3M); by covered participants it is Lloyd Pest Control Company Profit Sharing Plan in CA (253 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (253 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Carmen High School 403(b) Plan grew sharply - up 23.6% during 2023, from $3M to $3M. Reported net income was $609K.
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 Ken S. Honbo M.D. Profit Sharing Plan in CA ($3M, 2 participants).
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 Lloyd Pest Control Company Profit Sharing Plan in CA (253 participants, $15M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.