Other · DOL Form 5500 · 2023

La Causa Inc. Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
195
Participants Below avg headcount
41st
Percentile by assets National rank
$21,430
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: La Causa Inc. Retirement Savings Plan · Sponsored by La Causa Inc. · Wisconsin · Healthcare & Social Assistance

$4M in assets, 195 participants

La Causa Inc.'s La Causa Inc. Retirement Savings Plan reported $4M in total assets and 195 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,780 in Healthcare & Social Assistance (17,684 peers)

Coverage in Wisconsin

La Causa Inc. Retirement Savings Plan covers 195 participants in Wisconsin, about 35% of the average Wisconsin filer (state average ~563 per filing). Assets: $4M.

#7,780
in Healthcare & Social Assistance (17,684 peers)
+19.1%
assets growth YoY

La Causa Inc. Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

La Causa Inc. Retirement Savings Plan vs every filed plan by assets

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

$4,178,894 41st percentile higher than 41% 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

La Causa Inc. Retirement Savings 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. La Causa Inc. Retirement Savings Plan sits mid-pack in the medium band (195 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • La Causa Inc. Retirement Savings Plan reported net income rose from -$933K in the plan year 2022 filing to $669K in the plan year 2023 filing.
  • La Causa Inc. Retirement Savings Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • La Causa Inc. Retirement Savings Plan reported participants fell from 214 in the plan year 2022 filing to 195 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 391247667 · La Causa Inc. PY 2023 · Other

La Causa Inc. Retirement Savings Plan · $4M · 195 · 41st

  • VS-ST $4M
  • VS-ST 195
  • VS-ST 41st
  • VS-ST Other
  • VS-ST near The Oaks Academy DC Plan
  • VS-ST ind #7780

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 →

La Causa Inc. Retirement Savings Plan in the asset neighbourhood

Adec Retirement Plan$4MLa Causa Inc. Retirement Savings PlanLa Causa Inc. Retirement Sav…$4MThe Oaks Academy DC Plan$4MThe Mary Wade Home, Inc. 403(b) Savings PlanThe Mary Wade Home, Inc. 403…$4MCma 403(b) Plan$4M
End-of-year total assets ($M) among La Causa Inc. Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$669K
Employer EIN391247667
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (La Causa Inc.)

Sponsor-wide plan assets over time

All La Causa Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 33.18767774834339% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.51M $4.67M ▲ +33.0%
Year Plans Participants Total Assets
2022 1 214 $4M
2023 1 195 $4M
2024 1 187 $5M

Nearby Other Plans in Wisconsin

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

La Causa Inc. Retirement Savings Plan vs. nearby Other plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants La Causa Inc. Retirement Savings Plan, Total assets ($B): 0.004178894 · Participants: 195La Causa Inc. Retirement Savings PlanThe Medical College of Wisconsin, Inc. Retirement Plan, Total assets ($B): 2.346022816 · Participants: 6591The Medical College of Wisconsin, Inc. Retirement PlanFroedtert Health, Inc. 403(b) Plan, Total assets ($B): 1.876462966 · Participants: 15352Froedtert Health, Inc. 403(b) PlanUniversity of Wisconsin Medical Foundation Physicians Retirement Plan, Total assets ($B): 1.274399771 · Participants: 1636University of Wisconsin Medical Foundation Physicians Retirement PlanChildren's Hospital and Health System Shared Retirement Savings Plan, Total assets ($B): 0.898092237 · Participants: 5798Children's Hospital and Health System Shared Retirement Savings PlanMarquette University Retirement Plan, Total assets ($B): 0.864665552 · Participants: 3157Marquette University Retirement Plan
La Causa Inc. Retirement Savings Plan vs. nearby Other plans in Wisconsin, assets vs. participants

La Causa Inc. Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside Wisconsin, the nearest Other by assets is The Oaks Academy DC Plan in IN ($4M); by covered participants it is Mcpherson College 403(b) Plan in KS (195 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (195 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 La Causa Inc. Retirement Savings Plan assets move in 2023?
La Causa Inc. Retirement Savings Plan grew sharply - up 19.1% during 2023, from $4M to $4M. Reported net income was $669K.
How have La Causa Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), La Causa Inc.'s sponsor-wide assets grew 33.2%, from $4M to $5M.
Which Other plans are similar in size to La Causa Inc. Retirement Savings Plan?
Among Other plans in other states, the closest by assets is The Oaks Academy DC Plan in IN ($4M, 124 participants).
Which Other plans cover a similar participant headcount to La Causa Inc. Retirement Savings Plan?
Among Other plans in other states, the closest by covered participants is Mcpherson College 403(b) Plan in KS (195 participants, $22M in assets).