Other · DOL Form 5500 · 2023

Carleton College Retirement Plan

Data updated 2026-08-25

$365M
Total assets Above avg plan size
821
Participants Near avg headcount
97th
Percentile by assets National rank
$444,544
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Carleton College Defined Contribution Plan · Sponsored by Carleton College · Minnesota · Educational Services

$365M in assets, 821 participants

Carleton College's Carleton College Defined Contribution Plan reported $365M in total assets and 821 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #3,550 in Educational Services (3,735 peers)

Where Carleton College Defined Contribution Plan sits by assets

Carleton College Defined Contribution Plan sits in the top 5% of all filed plans by assets, $365M for 821 participants (~$444,544/participant), up 13.7% in 2023.

#3,550
in Educational Services (3,735 peers)
+13.7%
assets growth YoY
3.7×
vs typical plan assets (national mean)

Carleton College Defined Contribution Plan's outsized position by total assets

Carleton College Defined Contribution Plan vs every filed plan by assets

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

$364,970,261 Top 3% higher than 97% 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

Carleton College Defined Contribution 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. Carleton College Defined Contribution Plan sits mid-pack in the medium band (821 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carleton College Defined Contribution Plan reported net income rose from -$48M in the plan year 2022 filing to $44M in the plan year 2023 filing.
  • Carleton College Defined Contribution Plan end-of-year assets rose from $321M in the plan year 2022 filing to $365M in the plan year 2023 filing.
  • Carleton College Defined Contribution Plan reported participants rose from 795 in the plan year 2022 filing to 821 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 410694747 · Carleton College PY 2023 · Other

Carleton College Defined Contribution Plan · $365M · 821 · 97th

  • BOOK $365M
  • BOOK 821
  • BOOK 97th
  • BOOK Other
  • BOOK near College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan
  • BOOK ind #3550

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 Minnesota →

Carleton College Defined Contribution Plan in the asset neighbourhood

Torrance Health Association 403(b) PlanTorrance Health Association …$368MJefferson Health Northeast 403(b) PlanJefferson Health Northeast 4…$366MCollege of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement PlanCollege of the Holy Cross 40…$366MCarleton College Defined Contribution PlanCarleton College Defined Con…$365MAmerican Heart Association, Inc. 403(b) Pension PlanAmerican Heart Association, …$361M
End-of-year total assets ($M) among Carleton College Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$321M
Net Assets (End of Year)$365M
Net Income$44M
Employer EIN410694747
Plan Effective Date1970-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carleton College)

Sponsor-wide plan assets over time

All Carleton College plans reported in each filing year

Latest sponsor-wide plan assets
$397M 23.58498565303215% vs 2022
2024 filing year
$300M$350M$400M$450M 202220232024 $321M $397M ▲ +23.6%
Year Plans Participants Total Assets
2022 1 795 $321M
2023 1 821 $365M
2024 1 906 $397M

Nearby Other Plans in Minnesota

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

Carleton College Defined Contribution Plan vs. nearby Other plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Carleton College Defined Contribution Plan, Total assets ($B): 0.364970261 · Participants: 821Carleton College Defined Contribution PlanMayo 403(b) Plan, Total assets ($B): 11.206302019 · Participants: 84098Mayo 403(b) PlanCentracare Health System 403(b) Plan, Total assets ($B): 0.826746245 · Participants: 9437Centracare Health System 403(b) PlanChildrens Hospitals and Clinics Matched Savings Plan, Total assets ($B): 0.820036853 · Participants: 5331Childrens Hospitals and Clinics Matched Savings PlanCarpenters & Joiners Defined Contribution Plan, Total assets ($B): 0.718854174 · Participants: 21043Carpenters & Joiners Defined Contribution PlanUniversity of St. Thomas Retirement Plan, Total assets ($B): 0.4224871 · Participants: 2481University of St. Thomas Retirement Plan
Carleton College Defined Contribution Plan vs. nearby Other plans in Minnesota, assets vs. participants
Compare Carleton College Defined Contribution Plan side-by-side with 3 peers →

Carleton College Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside Minnesota, the nearest Other by assets is College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan in MA ($366M); by covered participants it is Aspiranet 403(b) Plan in CA (820 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (821 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 Carleton College Defined Contribution Plan assets move in 2023? ▼
Carleton College Defined Contribution Plan grew at a solid clip - up 13.7% during 2023, from $321M to $365M. Reported net income was $44M.
How have Carleton College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carleton College's sponsor-wide assets grew 23.6%, from $321M to $397M.
Where does Carleton College Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Carleton College Defined Contribution Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Carleton College Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan in MA ($366M, 964 participants).
Which Other plans cover a similar participant headcount to Carleton College Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is Aspiranet 403(b) Plan in CA (820 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 410694747.

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.