Other · DOL Form 5500 · 2023
Carthage College Retirement Plan
Data updated 2026-08-11
- $123M
- Total assets
- 382
- Participants
- 93rd
- Percentile by assets
- $322,627
- Avg per participant
Official DOL plan name: Carthage College Defined Contribution Plan · Sponsored by Carthage College · Wisconsin · Educational Services
$123M in assets, 382 participants
Carthage College's Carthage College Defined Contribution Plan reported $123M in total assets and 382 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- 93rd percentile by assets (of 127,072 plans)
- #3,257 in Educational Services (3,735 peers)
Where Carthage College Defined Contribution Plan sits by assets
Carthage College Defined Contribution Plan sits in the top 10% of all filed plans by assets, $123M for 382 participants (~$322,627/participant), up 10.3% in 2023.
- $123M
- total plan assets (2023 EOY)
- 382
- covered participants
- 93rd
- percentile by assets (of 127,072 plans)
- $322,627
- avg assets per participant
Where Carthage College Defined Contribution Plan sits by total assets
Carthage College Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$123,243,428 Top 7% higher than 93% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Carthage College Defined Contribution Plan reported net income rose from -$21M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- Carthage College Defined Contribution Plan end-of-year assets rose from $112M in the plan year 2022 filing to $123M in the plan year 2023 filing.
- Carthage College Defined Contribution Plan reported participants fell from 418 in the plan year 2022 filing to 382 in the plan year 2023 filing.
Carthage College Defined Contribution Plan vs the 2023 asset distribution
By assets, Carthage College Defined Contribution Plan outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $112M |
|---|---|
| Net Assets (End of Year) | $123M |
| Net Income | $11M |
| Employer EIN | 370661496 |
| Plan Effective Date | 1946-09-17 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carthage College)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 418 | $112M |
| 2023 | 1 | 382 | $123M |
| 2024 | 1 | 492 | $131M |
Nearby Other Plans in Wisconsin
Peer Other plans, same state, same plan type, ranked by total assets.
Carthage College Defined Contribution Plan vs. nearby Other plans in Wisconsin, assets vs. participants
- The Medical College of Wisconsin, Inc. Retirement Plan $2.3B · 6,591
- Froedtert Health, Inc. 403(b) Plan $1.9B · 15,352
- University of Wisconsin Medical Foundation Physicians Retirement Plan $1.3B · 1,636
- Children's Hospital and Health System Shared Retirement Savings Plan $898M · 5,798
- Marquette University Retirement Plan $865M · 3,157
Similar-Sized Other Plans Nationally
Other plans in other states closest to Carthage College Defined Contribution Plan by total assets, not by location.
- Institute of International Education 403(b) Retirement Plan (NY) $123M · 522
- Owensboro Health 403(b) Match Plan (KY) $123M · 1,200
- The Blake School Defined Contribution Plan (MN) $123M · 356
- Southeastern Regional Medical Center Tax-Deferred Savings Plan (NC) $123M · 2,074
Frequently Asked Questions
How did Carthage College Defined Contribution Plan assets move in 2023? ▼
How have Carthage College plan assets changed over time? ▼
Where does Carthage College Defined Contribution Plan rank by assets among Form 5500 filers? ▼
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Ways to act on Carthage College Defined Contribution Plan's numbers.
- By total assets, Carthage College Defined Contribution Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Wisconsin. Compare plans
- Carthage College's sponsor-wide assets have grown 17.5% since 2022 across 3 plan years on file. More Educational Services plans