Profit Sharing · DOL Form 5500 · 2023

Carle Foundation Hospital and Affiliates Profit Sharing Plan

Data updated 2026-08-25

$1.2B
Total assets Very large vs avg
15,604
Participants Very large workforce
99th
Percentile by assets National rank
$75,221
Avg per participant Below avg balance/head
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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.

  • #17,507 in Healthcare & Social Assistance (17,684 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 ~779 per filing). Assets: $1.2B.

#17,507
in Healthcare & Social Assistance (17,684 peers)
+36.4%
assets growth YoY
12×
vs typical plan assets (national mean)

Carle Foundation Hospital and Affiliates Matching Tsa Plan's outsized position by total assets

Carle Foundation Hospital and Affiliates Matching Tsa Plan vs every filed plan by assets

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

$1,173,752,843 Top 1% higher than 99% 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

Carle Foundation Hospital and Affiliates Matching Tsa Plan's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carle Foundation Hospital and Affiliates Matching Tsa Plan is a mega filing (15,604 participants), the rightmost band on the breakdown.

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.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 371119538 · Carle Foundation Hospital and Affiliates PY 2023 · Profit Sharing

Carle Foundation Hospital and Affiliates Matching Tsa Plan · $1.2B · 15,604 · 99th

  • BOY $1.2B
  • BOY 15,604
  • BOY 99th
  • BOY Profit Sharing
  • BOY near The Research Foundation for Suny Retirement Plan
  • BOY ind #17507

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 →

Carle Foundation Hospital and Affiliates Matching Tsa Plan in the asset neighbourhood

Boilermakers National Annuity TrustBoilermakers National Annuit…$1.3BRaymond James Financial, Inc. & Affiliates Profit Sharing PlanRaymond James Financial, Inc…$1.2BThe Research Foundation for Suny Retirement PlanThe Research Foundation for …$1.2BCarle Foundation Hospital and Affiliates Matching Tsa PlanCarle Foundation Hospital an…$1.2BInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanInternational Brotherhood of…$1.1B
End-of-year total assets ($B) among Carle Foundation Hospital and Affiliates Matching Tsa Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$861M
Net Assets (End of Year)$1.2B
Net Income$313M
Employer EIN371119538
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carle Foundation Hospital and Affiliates)

Sponsor-wide plan assets over time

All Carle Foundation Hospital and Affiliates plans reported in each filing year

Latest sponsor-wide plan assets
$1.4B 59.00885437839% vs 2022
2024 filing year
$0.8B$1B$1.2B$1.4B$1.6B 202220232024 $0.86B $1.37B ▲ +59.3%
Year Plans Participants Total Assets
2022 1 10,930 $861M
2023 1 15,604 $1.2B
2024 1 16,059 $1.4B

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 Scatter plot of 6 data points. 0500010000150002000025000 01234 Total assets ($B) Participants Carle Foundation Hospital and Affiliates Matching Tsa Plan, Total assets ($B): 1.173752843 · Participants: 15604Carle Foundation Hospital and Affiliates Matching Tsa PlanW. W. Grainger, Inc. Retirement Savings Plan, Total assets ($B): 3.454274218 · Participants: 18524W. W. Grainger, Inc. Retirement Savings PlanElectrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5, Total assets ($B): 3.245353634 · Participants: 23108Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5Mcmaster-Carr Supply Company Profit Sharing Trust, Total assets ($B): 2.733520068 · Participants: 4366Mcmaster-Carr Supply Company Profit Sharing TrustMid-America Carpenters Regional Council Supplemental Retirement Plan, Total assets ($B): 1.788799198 · Participants: 16214Mid-America Carpenters Regional Council Supplemental Retirement PlanMidwest Operating Engineers Retirement Enhancement, Total assets ($B): 0.637368507 · Participants: 16067Midwest Operating Engineers Retirement Enhancement
Carle Foundation Hospital and Affiliates Matching Tsa Plan vs. nearby Profit Sharing plans in Illinois, assets vs. participants
Compare Carle Foundation Hospital and Affiliates Matching Tsa Plan side-by-side with 3 peers →

Scale composition for Carle Foundation Hospital and Affiliates Matching Tsa Plan

Carle Foundation Hospital and Affiliates Matching Tsa Plan reports $1.2B in end-of-year assets across 15,604 participants (0.010% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.017% of 93,925,755 covered participants) - about $75,221 per participant (54% of the national average assets-per-participant) . Net income for plan year 2023 was $313M.

This plan identity (EIN 371119538, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $861M to $1.4B (+59.0%) while covered participants moved from 10,930 to 16,059 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 10,930 $861M Open filing
2023 15,604 $1.2B This page
2024 · index core 16,059 $1.4B Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Carle Foundation Hospital and Affiliates Matching Tsa Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Illinois, the nearest Profit Sharing by assets is The Research Foundation for Suny Retirement Plan in NY ($1.2B); by covered participants it is Maximus Gsa Retirement Plan in VA (15,554 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15,604 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 Carle Foundation Hospital and Affiliates Matching Tsa Plan assets move in 2023? ▼
Carle Foundation Hospital and Affiliates Matching Tsa Plan surged - up 36.4% during 2023, from $861M to $1.2B. Reported net income was $313M.
How have Carle Foundation Hospital and Affiliates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carle Foundation Hospital and Affiliates's sponsor-wide assets grew 59.0%, from $861M to $1.4B.
Where does Carle Foundation Hospital and Affiliates Matching Tsa Plan rank by assets among Form 5500 filers? ▼
Carle Foundation Hospital and Affiliates Matching Tsa Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Profit Sharing plans are similar in size to Carle Foundation Hospital and Affiliates Matching Tsa Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is The Research Foundation for Suny Retirement Plan in NY ($1.2B, 10,120 participants).
Which Profit Sharing plans cover a similar participant headcount to Carle Foundation Hospital and Affiliates Matching Tsa Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Maximus Gsa Retirement Plan in VA (15,554 participants, $20M 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 371119538.

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.