Other · DOL Form 5500 · 2023
St Charles Youth & Family Services Inc Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 248
- Participants Below avg headcount
- 34th
- Percentile by assets National rank
- $10,754
- Avg per participant Low balance/head
Official DOL plan name: St. Charles Youth & Family Services, Inc. 403(b) Plan · Sponsored by St Charles Youth & Family Services Inc · Wisconsin · Healthcare & Social Assistance
$3M in assets, 248 participants
St Charles Youth & Family Services Inc's St. Charles Youth & Family Services, Inc. 403(b) Plan reported $3M in total assets and 248 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.
- #6,058 in Healthcare & Social Assistance (17,684 peers)
Coverage in Wisconsin
St. Charles Youth & Family Services, Inc. 403(b) Plan covers 248 participants in Wisconsin, about 44% of the average Wisconsin filer (state average ~563 per filing). Assets: $3M.
- #6,058
- in Healthcare & Social Assistance (17,684 peers)
- +16.2%
- assets growth YoY
St. Charles Youth & Family Services, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
St. Charles Youth & Family Services, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,667,087 34th percentile higher than 34% 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
St. Charles Youth & Family Services, Inc. 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. St. Charles Youth & Family Services, Inc. 403(b) Plan sits mid-pack in the medium band (248 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- St. Charles Youth & Family Services, Inc. 403(b) Plan reported net income rose from -$176K in the plan year 2022 filing to $373K in the plan year 2023 filing.
- St. Charles Youth & Family Services, Inc. 403(b) Plan reported participants rose from 205 in the plan year 2022 filing to 248 in the plan year 2023 filing.
- St. Charles Youth & Family Services, Inc. 403(b) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
DOL schedule card
Filing strip 390914040 · St Charles Youth & Family Services Inc PY 2023 · Other
St. Charles Youth & Family Services, Inc. 403(b) Plan · $3M · 248 · 34th
- PART $3M
- TYPE 248
- NET 34th
- BOOK Other
- VS-ST near New York Council for the Humanities Tax-Sheltered Annuity Plan
- BOY ind #6058
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. 403(b) Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $373K |
| Employer EIN | 390914040 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 342 | $8M |
| 2023 | 2 | 392 | $10M |
| 2024 | 2 | 339 | $11M |
Nearby Other Plans in Wisconsin
Peer Other plans, same state, same plan type, ranked by total assets.
- 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
St. Charles Youth & Family Services, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is New York Council for the Humanities Tax-Sheltered Annuity Plan in NY ($3M); by covered participants it is Virtuous Management Group in FL (248 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (248 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.