Other · DOL Form 5500 · 2023

Beloit College Retirement Plan

Data updated 2026-08-25

$59M
Total assets Below avg plan size
255
Participants Below avg headcount
87th
Percentile by assets National rank
$231,883
Avg per participant Above avg balance/head
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Official DOL plan name: Beloit College Defined Contribution Retirement Plan · Sponsored by Beloit College · Wisconsin · Educational Services

$59M in assets, 255 participants

Beloit College's Beloit College Defined Contribution Retirement Plan reported $59M in total assets and 255 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #2,877 in Educational Services (3,735 peers)

Coverage in Wisconsin

Beloit College Defined Contribution Retirement Plan covers 255 participants in Wisconsin, about 45% of the average Wisconsin filer (state average ~563 per filing). Assets: $59M.

#2,877
in Educational Services (3,735 peers)
+10.8%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Beloit College Defined Contribution Retirement Plan's outsized position by total assets

Beloit College Defined Contribution Retirement Plan vs every filed plan by assets

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

$59,130,082 Top 13% higher than 87% 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

Beloit College Defined Contribution 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. Beloit College Defined Contribution Retirement Plan sits mid-pack in the medium band (255 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Beloit College Defined Contribution Retirement Plan reported net income rose from -$12M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Beloit College Defined Contribution Retirement Plan end-of-year assets rose from $53M in the plan year 2022 filing to $59M in the plan year 2023 filing.
  • Beloit College Defined Contribution Retirement Plan reported participants fell from 272 in the plan year 2022 filing to 255 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 390808497 · Beloit College PY 2023 · Other

Beloit College Defined Contribution Retirement Plan · $59M · 255 · 87th

  • BOOK $59M
  • VS-ST 255
  • BOY 87th
  • SCH Other
  • EBSA near American Type Culture Collection 403(b) Plan
  • PART ind #2877

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 Educational Services retirement plans → · Plans in Wisconsin →

Beloit College Defined Contribution Retirement Plan in the asset neighbourhood

Holyoke Medical Center, Inc. 403(b) Retirement PlanHolyoke Medical Center, Inc.…$59MBeloit College Defined Contribution Retirement PlanBeloit College Defined Contr…$59MAmerican Type Culture Collection 403(b) PlanAmerican Type Culture Collec…$59MGreenhill School 403(b) Plan$59MAmerican Registry of Pathology Defined Contribution Retirement PlanAmerican Registry of Patholo…$59M
End-of-year total assets ($M) among Beloit College Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$59M
Net Income$6M
Employer EIN390808497
Plan Effective Date1924-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Beloit College)

Sponsor-wide plan assets over time

All Beloit College plans reported in each filing year

Latest sponsor-wide plan assets
$66M 12.242807425054792% vs 2022
2024 filing year
$55M$60M$65M$70M 202220232024 $58.9M $66.1M ▲ +12.2%
Year Plans Participants Total Assets
2022 2 326 $59M
2023 2 300 $65M
2024 2 287 $66M

Nearby Other Plans in Wisconsin

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

Beloit College Defined Contribution Retirement Plan vs. nearby Other plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants Beloit College Defined Contribution Retirement Plan, Total assets ($B): 0.059130082 · Participants: 255Beloit College Defined Contribution Retirement 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
Beloit College Defined Contribution Retirement Plan vs. nearby Other plans in Wisconsin, assets vs. participants
Compare Beloit College Defined Contribution Retirement Plan side-by-side with 3 peers →

Beloit College Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Wisconsin, the nearest Other by assets is American Type Culture Collection 403(b) Plan in VA ($59M); by covered participants it is Jefferson Community Health Center Inc. Tax Deferred Annuity Plan in NE (255 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (255 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 Beloit College Defined Contribution Retirement Plan assets move in 2023? ▼
Beloit College Defined Contribution Retirement Plan grew at a solid clip - up 10.8% during 2023, from $53M to $59M. Reported net income was $6M.
How have Beloit College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beloit College's sponsor-wide assets grew 12.2%, from $59M to $66M.
Where does Beloit College Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Beloit College Defined Contribution Retirement Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Beloit College Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is American Type Culture Collection 403(b) Plan in VA ($59M, 605 participants).
Which Other plans cover a similar participant headcount to Beloit College Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Jefferson Community Health Center Inc. Tax Deferred Annuity Plan in NE (255 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 390808497.

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.