Other · DOL Form 5500 · 2023
Carroll College Retirement Plan
Data updated 2026-08-25
- $52M
- Total assets Below avg plan size
- 311
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $167,238
- Avg per participant Above avg balance/head
Official DOL plan name: Carroll College 403(b) Plan · Sponsored by Carroll College · Montana · Educational Services
$52M in assets, 311 participants
Carroll College's Carroll College 403(b) Plan reported $52M in total assets and 311 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.
- #2,798 in Educational Services (3,735 peers)
Where Carroll College 403(b) Plan sits by assets
Carroll College 403(b) Plan sits in the top quartile of all filed plans by assets, $52M for 311 participants (~$167,238/participant), up 10.4% in 2023.
- #2,798
- in Educational Services (3,735 peers)
- +10.4%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Carroll College 403(b) Plan's outsized position by total assets
Carroll College 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$52,010,896 Top 14% higher than 86% 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
Carroll College 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. Carroll College 403(b) Plan sits mid-pack in the medium band (311 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Carroll College 403(b) Plan reported net income rose from -$8M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Carroll College 403(b) Plan end-of-year assets rose from $47M in the plan year 2022 filing to $52M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 810231774 · Carroll College PY 2023 · Other
Carroll College 403(b) Plan · $52M · 311 · 86th
- PART $52M
- PART 311
- PART 86th
- PART Other
- PART near Oklahoma Medical Research Foundation Supplemental Retirement Plan
- PART ind #2798
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 Montana →
Carroll College 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $47M |
|---|---|
| Net Assets (End of Year) | $52M |
| Net Income | $5M |
| Employer EIN | 810231774 |
| Plan Effective Date | 1967-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carroll College)
Sponsor-wide plan assets over time
All Carroll College plans reported in each filing year
- Latest sponsor-wide plan assets
- $55M 17.466881811756227% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 310 | $47M |
| 2023 | 1 | 311 | $52M |
| 2024 | 1 | 280 | $55M |
Nearby Other Plans in Montana
Peer Other plans, same state, same plan type, ranked by total assets.
- Billings Clinic 403b Plan $522M · 3,894
- St. Peter's Hospital 403(b) Tax Deferred Savings Plan $116M · 1,934
- Bozeman Health 403(b) Plan $63M · 2,524
- Rocky Mountain College Defined Contribution Retirement Plan $30M · 252
- Sidney Health Center Pension Plan $29M · 566
Carroll College 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Montana, the nearest Other by assets is Oklahoma Medical Research Foundation Supplemental Retirement Plan in OK ($52M); by covered participants it is The Prison Fellowship Ministries 403(b) Retirement Plan in VA (311 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($52M here).
- Oklahoma Medical Research Foundation Supplemental Retirement Plan (OK) $52M · 359
- Methodist Medical Center of Oak Ridge Salary Deferral Plan for Union Employees (TN) $52M · 642
- Suffield Academy 403(b) Retirement Plan (CT) $52M · 224
- Whitehead Institute for Biomedical Research 403b Plan (MA) $52M · 341
Similar participant headcount
Nearest other-state filings by covered participants (311 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.