Money Purchase · DOL Form 5500 · 2023
Beloit College Money Purchase Plan
Data updated 2026-08-11
- $6M
- Total assets
- 45
- Participants
- 46th
- Percentile by assets
- $123,598
- Avg per participant
Official DOL plan name: Retirement Plan for Classified Employees of Board of Trustees of Beloit College · Sponsored by Beloit College · Wisconsin · Educational Services
$6M in assets, 45 participants
Beloit College's Retirement Plan for Classified Employees of Board of Trustees of Beloit College reported $6M in total assets and 45 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.
- 46th percentile by assets (of 127,072 plans)
- #1,160 in Educational Services (3,735 peers)
Beloit College multi-year trail
Beloit College's plans moved +12.2% in assets from 2022 to 2024; this filing shows Retirement Plan for Classified Employees of Board of Trustees of Beloit College at $6M / 45 participants.
- $6M
- total plan assets (2023 EOY)
- 45
- covered participants
- 46th
- percentile by assets (of 127,072 plans)
- $123,598
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Retirement Plan for Classified Employees of Board of Trustees of Beloit College reported net income rose from -$1M in the plan year 2022 filing to $24K in the plan year 2023 filing.
- Retirement Plan for Classified Employees of Board of Trustees of Beloit College reported participants fell from 54 in the plan year 2022 filing to 45 in the plan year 2023 filing.
Beloit College across 3 plan years on file
Across the 3 plan years Beloit College has on file (2022-2024), sponsor-wide plan assets have moved from $59M to $66M, a gain of 12.2%, while reported participants moved from 326 to 287 (-12.0%). Peak year by sponsor assets: 2024 ($66M); trough: 2022 ($59M).
Beloit College multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 326 | $59M |
| 2023 | 2 | 300 | $65M |
| 2024 | 2 | 287 | $66M |
Beloit College filing trail (2023)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $24K |
| Employer EIN | 390808497 |
| Plan Effective Date | 1982-02-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Wisconsin
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Retirement Plan for Classified Employees of Board of Trustees of Beloit College vs. nearby Money Purchase plans in Wisconsin, assets vs. participants
- Employees Retirement Plan of Marshfield Clinic $1.3B · 9,068
- Telephone and Data Systems, Inc. Pension Plan $471M · 5,421
- North Central States Regional Council of Carpenters Supplemental Retirement Plan $311M · 10,094
- Aspirus, Inc. Frozen 401(a) Plan $135M · 2,354
- Wisconsin Glaziers & Glassworkers Money Purchase Fund $81M · 422
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Retirement Plan for Classified Employees of Board of Trustees of Beloit College by total assets, not by location.
Frequently Asked Questions
How did Retirement Plan for Classified Employees of Board of Trustees of Beloit College assets move in 2023? ▼
How have Beloit College plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Retirement Plan for Classified Employees of Board of Trustees of Beloit College? ▼
Next read for Retirement Plan for Classified Employees…
Multi-year trail
Ways to act on Retirement Plan for Classified Employees of Board of Trustees of Beloit College's numbers.
- By total assets, Retirement Plan for Classified Employees of Board of Trustees of Beloit College ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Wisconsin. Compare plans
- Beloit College's sponsor-wide assets have grown 12.2% since 2022 across 3 plan years on file. More Educational Services plans