Money Purchase · DOL Form 5500 · 2023
Beloit College Money Purchase Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 45
- Participants Small participant base
- 46th
- Percentile by assets National rank
- $123,598
- Avg per participant Near avg balance/head
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.
- #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.
- #1,160
- in Educational Services (3,735 peers)
- +0.4%
- assets growth YoY
Retirement Plan for Classified Employees of Board of Trustees of Beloit College's mid-pack asset rank among Educational Services and all filers
Retirement Plan for Classified Employees of Board of Trustees of Beloit College vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,561,889 46th percentile higher than 46% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Retirement Plan for Classified Employees of Board of Trustees of Beloit College among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Classified Employees of Board of Trustees of Beloit College is a small filing (45 participants) on this national headcount ladder.
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.
DOL schedule card
Filing strip 390808497 · Beloit College PY 2023 · Money Purchase
Retirement Plan for Classified Employees of Board of Trustees of Beloit College · $6M · 45 · 46th
- BOY $6M
- SCH 45
- EBSA 46th
- PART Money Purchase
- TYPE near Craig Enterprises. Inc. Amended Restated Pension Plan and Trust
- NET ind #1160
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 →
Retirement Plan for Classified Employees of Board of Trustees of Beloit College in the asset neighbourhood
Beloit College multi-year asset trail
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
| 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.
- 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
Retirement Plan for Classified Employees of Board of Trustees of Beloit College's out-of-state Money Purchase peers by assets and headcount
Outside Wisconsin, the nearest Money Purchase by assets is Craig Enterprises. Inc. Amended Restated Pension Plan and Trust in IN ($6M); by covered participants it is The William H. Miner Agricultural Research Institute Pension Plan in NY (45 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (45 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.