Profit Sharing · DOL Form 5500 · 2023

Milwaukee Center for Independence, Inc. Profit Sharing Plan

Data updated 2026-08-11

$21M
Total assets: 782
Participants: 74th
Percentile by assets: $27,424
Avg per participant

Official DOL plan name: Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan · Sponsored by Milwaukee Center for Independence, Inc. · Wisconsin · Healthcare & Social Assistance

$21M in assets, 782 participants

Milwaukee Center for Independence, Inc.'s Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan reported $21M in total assets and 782 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

74th percentile by assets (of 127,072 plans)
#13,811 in Healthcare & Social Assistance (17,684 peers)

Milwaukee Center for Independence, Inc. multi-year trail

Milwaukee Center for Independence, Inc.'s plans moved +46.7% in assets from 2022 to 2024; this filing shows Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan at $21M / 782 participants.

$21M
total plan assets (2023 EOY): 782
covered participants: 74th
percentile by assets (of 127,072 plans): $27,424
avg assets per participant

Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan reported net income rose from -$3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan end-of-year assets rose from $17M in the plan year 2022 filing to $21M in the plan year 2023 filing.
Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan reported participants fell from 821 in the plan year 2022 filing to 782 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Wisconsin

Industry

Healthcare & Social Assistance

Milwaukee Center for Independence, Inc. across 3 plan years on file

Across the 3 plan years Milwaukee Center for Independence, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $17M to $25M, a gain of 46.7%, while reported participants moved from 821 to 730 (-11.1%). Peak year by sponsor assets: 2024 ($25M); trough: 2022 ($17M).

Milwaukee Center for Independence, Inc. multi-year asset trail

Total plan assets by year, all Milwaukee Center for Independence, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	821	$17M
2023	1	782	$21M
2024	1	730	$25M

Milwaukee Center for Independence, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$17M
Net Assets (End of Year)	$21M
Net Income	$5M
Employer EIN	390806257
Plan Effective Date	2003-10-01
Filing Status	FILING RECEIVED

Nearby Profit Sharing Plans in Wisconsin

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

Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants

The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund $1.3B · 5,914
Aspirus, Inc. Retirement Plan $795M · 10,161
Electrical Workers Local Union 159 Retirement Plan $374M · 1,358
Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 $334M · 1,762
Western Wisconsin Electrical Workers Retirement Plan $293M · 1,217

Compare Milwaukee Center for Independence, Inc. … side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan by total assets, not by location.

Thomas College DC Retirement Plan (ME) $21M · 146
Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing Plan (CA) $21M · 109
Mendez & Co., Inc. Retirement Plan (PR) $21M · 496
Construction Workers Local 147 Annuity Fund (NJ) $21M · 76

Frequently Asked Questions

How did Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan assets move in 2023? ▼

Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan grew sharply - up 26.9% during 2023, from $17M to $21M. Reported net income was $5M.

How have Milwaukee Center for Independence, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Milwaukee Center for Independence, Inc.'s sponsor-wide assets grew 46.7%, from $17M to $25M.

Which Profit Sharing plans are similar in size to Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Thomas College DC Retirement Plan in ME ($21M, 146 participants).

Next read for Milwaukee Center for Independence, Inc. …

Multi-year trail

Ways to act on Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan's numbers.

By total assets, Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan ranks above the median plan by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in Wisconsin. Compare plans
Milwaukee Center for Independence, Inc.'s sponsor-wide assets have grown 46.7% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

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 390806257.