Other · DOL Form 5500 · 2024
Carthage College Retirement Plan
Data updated 2026-08-11
- $131M
- Total assets
- 492
- Participants
- 92nd
- Percentile by assets
- $266,995
- Avg per participant
Official DOL plan name: Carthage College Defined Contribution Plan · Sponsored by Carthage College · Wisconsin · Educational Services
$131M in assets, 492 participants
Carthage College's Carthage College Defined Contribution Plan reported $131M in total assets and 492 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- 92nd percentile by assets (of 123,622 plans)
- #3,145 in Educational Services (3,638 peers)
Where Carthage College Defined Contribution Plan sits by assets
Carthage College Defined Contribution Plan sits in the top 10% of all filed plans by assets, $131M for 492 participants (~$266,995/participant), up 6.6% in 2024.
- $131M
- total plan assets (2024 EOY)
- 492
- covered participants
- 92nd
- percentile by assets (of 123,622 plans)
- $266,995
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Carthage College Defined Contribution Plan reported net income fell from $11M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Carthage College Defined Contribution Plan reported participants rose from 382 in the plan year 2023 filing to 492 in the plan year 2024 filing.
- Carthage College Defined Contribution Plan end-of-year assets rose from $123M in the plan year 2023 filing to $131M in the plan year 2024 filing.
Carthage College Defined Contribution Plan vs the 2024 asset distribution
By assets, Carthage College Defined Contribution Plan outranks 92% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $123M |
|---|---|
| Net Assets (End of Year) | $131M |
| Net Income | $8M |
| Employer EIN | 370661496 |
| Plan Effective Date | 1946-09-17 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carthage College)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 418 | $112M |
| 2023 | 1 | 382 | $123M |
| 2024 | 1 | 492 | $131M |
Nearby Other Plans in Wisconsin
Peer Other plans, same state, same plan type, ranked by total assets.
Carthage College Defined Contribution Plan vs. nearby Other plans in Wisconsin, assets vs. participants
- The Medical College of Wisconsin, Inc. Retirement Plan $2.6B · 6,796
- Froedtert Health, Inc. 403(b) Plan $2.2B · 15,736
- University of Wisconsin Medical Foundation Physicians Retirement Plan $1.4B · 2,091
- Children's Hospital and Health System Shared Retirement Savings Plan $1.0B · 6,717
- Marquette University Retirement Plan $926M · 3,173
Similar-Sized Other Plans Nationally
Other plans in other states closest to Carthage College Defined Contribution Plan by total assets, not by location.
Frequently Asked Questions
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Ways to act on Carthage College Defined Contribution Plan's numbers.
- By total assets, Carthage College Defined Contribution Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Wisconsin. Compare plans
- Carthage College's sponsor-wide assets have grown 17.5% since 2022 across 3 plan years on file. More Educational Services plans