Profit Sharing · DOL Form 5500 · 2023
Carle Foundation Hospital and Affiliates Profit Sharing Plan
Data updated 2026-08-06
- $1.2B
- Total assets
- 15,604
- Participants
- 99th
- Percentile by assets
- $75,221
- Avg per participant
Official DOL plan name: Carle Foundation Hospital and Affiliates Matching Tsa Plan · Sponsored by Carle Foundation Hospital and Affiliates · Illinois · Healthcare & Social Assistance
$1.2B in assets, 15,604 participants
Carle Foundation Hospital and Affiliates's Carle Foundation Hospital and Affiliates Matching Tsa Plan reported $1.2B in total assets and 15,604 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 126,618 plans)
- #17,449 in Healthcare & Social Assistance (17,626 peers)
Coverage in Illinois
Carle Foundation Hospital and Affiliates Matching Tsa Plan covers 15,604 participants in Illinois, 20x the typical Illinois plan (state average ~768 per filing). Assets: $1.2B.
- $1.2B
- total plan assets (2023 EOY)
- 15,604
- covered participants
- 99th
- percentile by assets (of 126,618 plans)
- $75,221
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Carle Foundation Hospital and Affiliates Matching Tsa Plan reported net income rose from -$94M in the plan year 2022 filing to $313M in the plan year 2023 filing.
- Carle Foundation Hospital and Affiliates Matching Tsa Plan reported participants rose from 10,930 in the plan year 2022 filing to 15,604 in the plan year 2023 filing.
- Carle Foundation Hospital and Affiliates Matching Tsa Plan end-of-year assets rose from $861M in the plan year 2022 filing to $1.2B in the plan year 2023 filing.
Participants vs Illinois filers
In Illinois, the average filing covers about 768 participants across 5,440 plans. Carle Foundation Hospital and Affiliates Matching Tsa Plan reports 15,604 participants - 20x that state average ($1.2B EOY assets).
Illinois filing particulars
| Total Assets (Beginning of Year) | $861M |
|---|---|
| Net Assets (End of Year) | $1.2B |
| Net Income | $313M |
| Employer EIN | 371119538 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carle Foundation Hospital and Affiliates)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 10,930 | $861M |
| 2023 | 1 | 15,604 | $1.2B |
Nearby Profit Sharing Plans in Illinois
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Carle Foundation Hospital and Affiliates Matching Tsa Plan vs. nearby Profit Sharing plans in Illinois, assets vs. participants
- W. W. Grainger, Inc. Retirement Savings Plan $3.5B · 18,524
- Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5 $3.2B · 23,108
- Mcmaster-Carr Supply Company Profit Sharing Trust $2.7B · 4,366
- Mid-America Carpenters Regional Council Supplemental Retirement Plan $1.8B · 16,214
- Midwest Operating Engineers Retirement Enhancement $637M · 16,067
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Carle Foundation Hospital and Affiliates Matching Tsa Plan by total assets, not by location.
- The Research Foundation for Suny Retirement Plan (NY) $1.2B · 10,120
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan (PA) $1.1B · 3,905
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan (FL) $1.2B · 15,503
- Boilermakers National Annuity Trust (MO) $1.3B · 18,088
Frequently Asked Questions
How did Carle Foundation Hospital and Affiliates Matching Tsa Plan assets move in 2023? ▼
How have Carle Foundation Hospital and Affiliates plan assets changed over time? ▼
Where does Carle Foundation Hospital and Affiliates Matching Tsa Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Carle Foundation Hospital and Affiliates Matching Tsa Plan? ▼
Next read for Carle Foundation Hospital and Affiliates…
Filing takeaways
Ways to act on Carle Foundation Hospital and Affiliates Matching Tsa Plan's numbers.
- By total assets, Carle Foundation Hospital and Affiliates Matching Tsa Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Illinois. Compare plans
- Carle Foundation Hospital and Affiliates's sponsor-wide assets have grown 36.4% since 2022 across 2 plan years on file. More Healthcare & Social Assistance plans