Other · DOL Form 5500 · 2023
Carleton College Retirement Plan
Data updated 2026-08-11
- $365M
- Total assets
- 821
- Participants
- 97th
- Percentile by assets
- $444,544
- Avg per participant
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.
- 97th percentile by assets (of 127,072 plans)
- #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.
- $365M
- total plan assets (2023 EOY)
- 821
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $444,544
- avg assets per participant
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.
Carleton College Defined Contribution Plan vs the 2023 asset distribution
By assets, Carleton College Defined Contribution Plan outranks 97% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 3.7x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $321M |
|---|---|
| Net Assets (End of Year) | $365M |
| Net Income | $44M |
| Employer EIN | 410694747 |
| Plan Effective Date | 1970-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carleton College)
| 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
- Mayo 403(b) Plan $11.2B · 84,098
- Centracare Health System 403(b) Plan $827M · 9,437
- Childrens Hospitals and Clinics Matched Savings Plan $820M · 5,331
- Carpenters & Joiners Defined Contribution Plan $719M · 21,043
- University of St. Thomas Retirement Plan $422M · 2,481
Similar-Sized Other Plans Nationally
Other plans in other states closest to Carleton College Defined Contribution Plan by total assets, not by location.
Frequently Asked Questions
How did Carleton College Defined Contribution Plan assets move in 2023? ▼
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Ways to act on Carleton College Defined Contribution Plan's numbers.
- By total assets, Carleton College Defined Contribution Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Minnesota. Compare plans
- Carleton College's sponsor-wide assets have grown 23.6% since 2022 across 3 plan years on file. More Educational Services plans