401(k) · DOL Form 5500 · 2023

Carole Robertson Center for Learning 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
371
Participants Below avg headcount
36th
Percentile by assets National rank
$8,240
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Carole Robertson Center for Learning Retirement Savings Plan · Sponsored by Carole Robertson Center for Learning · Illinois · Healthcare & Social Assistance

$3M in assets, 371 participants

Carole Robertson Center for Learning's Carole Robertson Center for Learning Retirement Savings Plan reported $3M in total assets and 371 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,557 in Healthcare & Social Assistance (17,684 peers)

Coverage in Illinois

Carole Robertson Center for Learning Retirement Savings Plan covers 371 participants in Illinois, about 48% of the average Illinois filer (state average ~779 per filing). Assets: $3M.

#6,557
in Healthcare & Social Assistance (17,684 peers)
+82.2%
assets growth YoY

Carole Robertson Center for Learning Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Carole Robertson Center for Learning Retirement Savings Plan vs every filed plan by assets

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

$3,057,145 36th percentile higher than 36% 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

Carole Robertson Center for Learning Retirement Savings 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. Carole Robertson Center for Learning Retirement Savings Plan sits mid-pack in the medium band (371 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carole Robertson Center for Learning Retirement Savings Plan reported net income rose from $422K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Carole Robertson Center for Learning Retirement Savings Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Carole Robertson Center for Learning Retirement Savings Plan reported participants rose from 228 in the plan year 2022 filing to 371 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 362882124 · Carole Robertson Center for Learning PY 2023 · 401(k)

Carole Robertson Center for Learning Retirement Savings Plan · $3M · 371 · 36th

  • PCT $3M
  • PCT 371
  • PCT 36th
  • PCT 401(k)
  • PCT near Insurope Services, Inc. 401(k) Plan
  • PCT ind #6557

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 →

Carole Robertson Center for Learning Retirement Savings Plan in the asset neighbourhood

Carole Robertson Center for Learning Retirement Savings PlanCarole Robertson Center for …$3MInsurope Services, Inc. 401(k) PlanInsurope Services, Inc. 401(…$3MYamibuy 401(k) Plan$3MReliant Real Estate Management 401(k) Profit Sharing PlanReliant Real Estate Manageme…$3MArc Technology Solutions, LLC 401(k) Profit Sharing Plan & TrustArc Technology Solutions, LL…$3M
End-of-year total assets ($M) among Carole Robertson Center for Learning Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$1M
Employer EIN362882124
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carole Robertson Center for Learning)

Sponsor-wide plan assets over time

All Carole Robertson Center for Learning plans reported in each filing year

Latest sponsor-wide plan assets
$4M 164.7402584247838% vs 2022
2024 filing year
$1M$2M$3M$4M$5M 202220232024 $1.68M $4.44M ▲ +164.3%
Year Plans Participants Total Assets
2022 1 228 $2M
2023 1 371 $3M
2024 1 355 $4M

Nearby 401(k) Plans in Illinois

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Carole Robertson Center for Learning Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Carole Robertson Center for Learning Retirement Savings Plan, Total assets ($B): 0.003057145 · Participants: 371Carole Robertson Center for Learning Retirement Savings PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Carole Robertson Center for Learning Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Carole Robertson Center for Learning Retirement Savings Plan side-by-side with 3 peers →

Carole Robertson Center for Learning Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Insurope Services, Inc. 401(k) Plan in NY ($3M); by covered participants it is Fis 401(k) Plan in OK (371 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (371 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 Carole Robertson Center for Learning Retirement Savings Plan assets move in 2023? ▼
Carole Robertson Center for Learning Retirement Savings Plan surged - up 82.2% during 2023, from $2M to $3M. Reported net income was $1M.
How have Carole Robertson Center for Learning plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carole Robertson Center for Learning's sponsor-wide assets grew 164.7%, from $2M to $4M.
Which 401(k) plans are similar in size to Carole Robertson Center for Learning Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Insurope Services, Inc. 401(k) Plan in NY ($3M, 11 participants).
Which 401(k) plans cover a similar participant headcount to Carole Robertson Center for Learning Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fis 401(k) Plan in OK (371 participants, N/A 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 362882124.

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.