Profit Sharing · DOL Form 5500 · 2023

Milwaukee Center for Independence, Inc. Profit Sharing Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
782
Participants Near avg headcount
74th
Percentile by assets National rank
$27,424
Avg per participant Low balance/head
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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.

  • #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.

#13,811
in Healthcare & Social Assistance (17,684 peers)
+26.9%
assets growth YoY

Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan's outsized position by total assets

Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan vs every filed plan by assets

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

$21,445,288 Top 26% higher than 74% 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

Milwaukee Center for Independence, Inc. and Affiliates 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. Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan sits mid-pack in the medium band (782 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 →

Plan-year Form 5500 strip

Filing strip 390806257 · Milwaukee Center for Independence, Inc. PY 2023 · Profit Sharing

Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan · $21M · 782 · 74th

  • IND $21M
  • EOY 782
  • 5500 74th
  • ASSETS Profit Sharing
  • PCT near Thomas College DC Retirement Plan
  • EIN ind #13811

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 →

Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan in the asset neighbourhood

Construction Workers Local 147 Annuity FundConstruction Workers Local 1…$21MMendez & Co., Inc. Retirement PlanMendez & Co., Inc. Retiremen…$21MMilwaukee Center for Independence, Inc. and Affiliates 403(b) PlanMilwaukee Center for Indepen…$21MLaughlin, Falbo, Levy & Moresi, LLP Profit Sharing PlanLaughlin, Falbo, Levy & More…$21MThomas College DC Retirement PlanThomas College DC Retirement…$21M
End-of-year total assets ($M) among Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

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

Sponsor-wide plan assets over time

All Milwaukee Center for Independence, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 46.71950994106901% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $16.9M $24.8M ▲ +46.7%
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 EIN390806257
Plan Effective Date2003-10-01
Filing StatusFILING 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 Scatter plot of 6 data points. 050001000015000 -0.500.511.5 Total assets ($B) Participants Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan, Total assets ($B): 0.021445288 · Participants: 782Milwaukee Center for Independence, Inc. and Affiliates 403(b) PlanThe Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund, Total assets ($B): 1.307660616 · Participants: 5914The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee FundAspirus, Inc. Retirement Plan, Total assets ($B): 0.795181764 · Participants: 10161Aspirus, Inc. Retirement PlanElectrical Workers Local Union 159 Retirement Plan, Total assets ($B): 0.374446593 · Participants: 1358Electrical Workers Local Union 159 Retirement PlanRetirement Plan for Employees Represented by Sheet Metal Workers Local Union 18, Total assets ($B): 0.334293046 · Participants: 1762Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18Western Wisconsin Electrical Workers Retirement Plan, Total assets ($B): 0.293497704 · Participants: 1217Western Wisconsin Electrical Workers Retirement Plan
Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
Compare Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan side-by-side with 3 peers →

Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Wisconsin, the nearest Profit Sharing by assets is Thomas College DC Retirement Plan in ME ($21M); by covered participants it is Ceramic Tile and Terrazzo Local 67 B.a.C. Annuity Trust Fund in IL (781 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (782 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 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).
Which Profit Sharing plans cover a similar participant headcount to Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Ceramic Tile and Terrazzo Local 67 B.a.C. Annuity Trust Fund in IL (781 participants, $157M 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 390806257.

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.