Other · DOL Form 5500 · 2023

Carle Health Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
132
Participants Small participant base
46th
Percentile by assets National rank
$40,804
Avg per participant Low balance/head
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Official DOL plan name: Human Service Center 403(b) Retirement Plan · Sponsored by Carle Health · Illinois · Healthcare & Social Assistance

$5M in assets, 132 participants

Carle Health's Human Service Center 403(b) Retirement Plan reported $5M in total assets and 132 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #8,843 in Healthcare & Social Assistance (17,684 peers)

Coverage in Illinois

Human Service Center 403(b) Retirement Plan covers 132 participants in Illinois, about 17% of the average Illinois filer (state average ~779 per filing). Assets: $5M.

#8,843
in Healthcare & Social Assistance (17,684 peers)
-15.9%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Human Service Center 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Human Service Center 403(b) Retirement Plan vs every filed plan by assets

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

$5,386,189 46th percentile higher than 46% 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

Human Service Center 403(b) Retirement 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. Human Service Center 403(b) Retirement Plan sits mid-pack in the medium band (132 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Human Service Center 403(b) Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • Human Service Center 403(b) Retirement Plan reported participants fell from 185 in the plan year 2022 filing to 132 in the plan year 2023 filing.
  • Human Service Center 403(b) Retirement Plan end-of-year assets fell from $6M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 371004882 · Carle Health PY 2023 · Other

Human Service Center 403(b) Retirement Plan · $5M · 132 · 46th

  • TYPE $5M
  • NET 132
  • BOOK 46th
  • VS-ST Other
  • BOY near Starbridge Services, Inc. 403(b) Plan
  • SCH ind #8843

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 Illinois →

Human Service Center 403(b) Retirement Plan in the asset neighbourhood

Human Service Center 403(b) Retirement PlanHuman Service Center 403(b) …$5MStarbridge Services, Inc. 403(b) PlanStarbridge Services, Inc. 40…$5MCentral Oklahoma Family Medical Center 403b PlanCentral Oklahoma Family Medi…$5MEarly Learning Coalition of Broward County, Inc. Retirement PlanEarly Learning Coalition of …$5MSoutheast Louisiana Legal Services 403(b) PlanSoutheast Louisiana Legal Se…$5M
End-of-year total assets ($M) among Human Service Center 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$1M
Employer EIN371004882
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carle Health)

Sponsor-wide plan assets over time

All Carle Health plans reported in each filing year

Latest sponsor-wide plan assets
$5M 22.523329402500384% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M$7M 202220232024 $6.41M $4.96M ▼ -22.6%
Year Plans Participants Total Assets
2022 1 185 $6M
2023 1 132 $5M
2024 1 132 $5M

Nearby Other Plans in Illinois

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

Human Service Center 403(b) Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Human Service Center 403(b) Retirement Plan, Total assets ($B): 0.005386189 · Participants: 132Human Service Center 403(b) Retirement PlanNorthwestern University Retirement Plan, Total assets ($B): 4.022176874 · Participants: 9440Northwestern University Retirement PlanThe University of Chicago Contributory Retirement Plan, Total assets ($B): 3.494522229 · Participants: 4796The University of Chicago Contributory Retirement PlanEndeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees, Total assets ($B): 2.005336202 · Participants: 13705Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem EmployeesThe University of Chicago Supplemental Retirement Plan, Total assets ($B): 1.734364044 · Participants: 8254The University of Chicago Supplemental Retirement PlanArgonne National Laboratory 403(b) Employee Retirement Plan, Total assets ($B): 1.577078821 · Participants: 3798Argonne National Laboratory 403(b) Employee Retirement Plan
Human Service Center 403(b) Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants
Compare Human Service Center 403(b) Retirement Plan side-by-side with 3 peers →

Human Service Center 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Illinois, the nearest Other by assets is Starbridge Services, Inc. 403(b) Plan in NY ($5M); by covered participants it is Baton Rouge Christian Foundation, Inc. Dba the Dunham School Defined Contribution Plan in LA (132 participants). Same-state nearby plans are listed separately above.

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 Human Service Center 403(b) Retirement Plan assets move in 2023? ▼
Human Service Center 403(b) Retirement Plan declined sharply - down 15.9% during 2023, from $6M to $5M. Reported net income was -$1M.
How have Carle Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carle Health's sponsor-wide assets declined 22.5%, from $6M to $5M.
Which Other plans are similar in size to Human Service Center 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Starbridge Services, Inc. 403(b) Plan in NY ($5M, 507 participants).
Which Other plans cover a similar participant headcount to Human Service Center 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Baton Rouge Christian Foundation, Inc. Dba the Dunham School Defined Contribution Plan in LA (132 participants, $12M 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 371004882.

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.