Money Purchase · DOL Form 5500 · 2023

St. Charles Youth & Family Services, Inc. Money Purchase Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
144
Participants Small participant base
51st
Percentile by assets National rank
$49,737
Avg per participant Low balance/head
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Official DOL plan name: St Charles Youth & Family Services, Inc. Pension Plan · Sponsored by St. Charles Youth & Family Services, Inc. · Wisconsin · Healthcare & Social Assistance

$7M in assets, 144 participants

St. Charles Youth & Family Services, Inc.'s St Charles Youth & Family Services, Inc. Pension Plan reported $7M in total assets and 144 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #10,052 in Healthcare & Social Assistance (17,684 peers)

Coverage in Wisconsin

St Charles Youth & Family Services, Inc. Pension Plan covers 144 participants in Wisconsin, about 26% of the average Wisconsin filer (state average ~563 per filing). Assets: $7M.

#10,052
in Healthcare & Social Assistance (17,684 peers)
+19.0%
assets growth YoY

St Charles Youth & Family Services, Inc. Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

St Charles Youth & Family Services, Inc. Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$7,162,071 Top 49% higher than 51% 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

St Charles Youth & Family Services, Inc. Pension 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. St Charles Youth & Family Services, Inc. Pension Plan sits mid-pack in the medium band (144 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • St Charles Youth & Family Services, Inc. Pension Plan reported net income rose from -$987K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • St Charles Youth & Family Services, Inc. Pension Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • St Charles Youth & Family Services, Inc. Pension Plan reported participants rose from 137 in the plan year 2022 filing to 144 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 390914040 · St. Charles Youth & Family Services, Inc. PY 2023 · Money Purchase

St Charles Youth & Family Services, Inc. Pension Plan · $7M · 144 · 51st

  • BOOK $7M
  • VS-ST 144
  • BOY 51st
  • SCH Money Purchase
  • EBSA near Employee Benefit Plan of Northeast Community Center for Behavioral Health
  • PART ind #10052

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 Healthcare & Social Assistance retirement plans → · Plans in Wisconsin →

St Charles Youth & Family Services, Inc. Pension Plan in the asset neighbourhood

Dr Pepper Snapple Group, Inc. Union Employees Savings PlanDr Pepper Snapple Group, Inc…$7MSt Charles Youth & Family Services, Inc. Pension PlanSt Charles Youth & Family Se…$7MEmployee Benefit Plan of Northeast Community Center for Behavioral HealthEmployee Benefit Plan of Nor…$7MIatse Local 48 Money Purchase Pension PlanIatse Local 48 Money Purchas…$7MVera Institute Pension Plan$7M
End-of-year total assets ($M) among St Charles Youth & Family Services, Inc. Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN390914040
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St. Charles Youth & Family Services, Inc.)

Sponsor-wide plan assets over time

All St. Charles Youth & Family Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 31.135410778500727% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.31M $10.9M ▲ +31.2%
Year Plans Participants Total Assets
2022 2 342 $8M
2023 2 392 $10M
2024 2 339 $11M

Nearby Money Purchase Plans in Wisconsin

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

St Charles Youth & Family Services, Inc. Pension Plan vs. nearby Money Purchase plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants St Charles Youth & Family Services, Inc. Pension Plan, Total assets ($B): 0.007162071 · Participants: 144St Charles Youth & Family Services, Inc. Pension PlanEmployees Retirement Plan of Marshfield Clinic, Total assets ($B): 1.327123781 · Participants: 9068Employees Retirement Plan of Marshfield ClinicTelephone and Data Systems, Inc. Pension Plan, Total assets ($B): 0.47124384 · Participants: 5421Telephone and Data Systems, Inc. Pension PlanNorth Central States Regional Council of Carpenters Supplemental Retirement Plan, Total assets ($B): 0.31081588 · Participants: 10094North Central States Regional Council of Carpenters Supplemental Retirement PlanAspirus, Inc. Frozen 401(a) Plan, Total assets ($B): 0.135366605 · Participants: 2354Aspirus, Inc. Frozen 401(a) PlanWisconsin Glaziers & Glassworkers Money Purchase Fund, Total assets ($B): 0.081012136 · Participants: 422Wisconsin Glaziers & Glassworkers Money Purchase Fund
St Charles Youth & Family Services, Inc. Pension Plan vs. nearby Money Purchase plans in Wisconsin, assets vs. participants
Compare St Charles Youth & Family Services, Inc. Pension Plan side-by-side with 3 peers →

St Charles Youth & Family Services, Inc. Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Wisconsin, the nearest Money Purchase by assets is Employee Benefit Plan of Northeast Community Center for Behavioral Health in PA ($7M); by covered participants it is Local One Security Officers Union Money Purchase Pension Plan in NY (144 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (144 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 St Charles Youth & Family Services, Inc. Pension Plan assets move in 2023? ▼
St Charles Youth & Family Services, Inc. Pension Plan grew sharply - up 19.0% during 2023, from $6M to $7M. Reported net income was $1M.
How have St. Charles Youth & Family Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St. Charles Youth & Family Services, Inc.'s sponsor-wide assets grew 31.1%, from $8M to $11M.
Which Money Purchase plans are similar in size to St Charles Youth & Family Services, Inc. Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Employee Benefit Plan of Northeast Community Center for Behavioral Health in PA ($7M, 114 participants).
Which Money Purchase plans cover a similar participant headcount to St Charles Youth & Family Services, Inc. Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Local One Security Officers Union Money Purchase Pension Plan in NY (144 participants, $8M 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 390914040.

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.