Other · DOL Form 5500 · 2024

Carthage College Retirement Plan

Data updated 2026-08-25

$131M
Total assets Near avg plan size
492
Participants Below avg headcount
92nd
Percentile by assets National rank
$266,995
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#3,145
in Educational Services (3,638 peers)
+6.6%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Carthage College Defined Contribution Plan's outsized position by total assets

Carthage College Defined Contribution Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$131,361,676 Top 8% higher than 92% of 123,620 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 2024

Carthage College Defined Contribution Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carthage College Defined Contribution Plan sits mid-pack in the medium band (492 participants).

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.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 370661496 · Carthage College PY 2024 · Other

Carthage College Defined Contribution Plan · $131M · 492 · 92nd

  • TYPE $131M
  • NET 492
  • BOOK 92nd
  • VS-ST Other
  • BOY near The Potomac School Tax-Deferred Savings and Retirement Plan
  • SCH ind #3145

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 →

Carthage College Defined Contribution Plan in the asset neighbourhood

Robert Wood Johnson Foundation Matched Savings PlanRobert Wood Johnson Foundati…$132MThe Potomac School Tax-Deferred Savings and Retirement PlanThe Potomac School Tax-Defer…$132MCarthage College Defined Contribution PlanCarthage College Defined Con…$131MSt. John's School Retirement PlanSt. John's School Retirement…$131MThe Legal Services Nyc Tax Deferred Annuity PlanThe Legal Services Nyc Tax D…$131M
End-of-year total assets ($M) among Carthage College Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$123M
Net Assets (End of Year)$131M
Net Income$8M
Employer EIN370661496
Plan Effective Date1946-09-17
Filing StatusFILING RECEIVED

Sponsor Plan History (Carthage College)

Sponsor-wide plan assets over time

All Carthage College plans reported in each filing year

Latest sponsor-wide plan assets
$131M 17.542926400159676% vs 2022
2024 filing year
$100M$110M$120M$130M$140M 202220232024 $112M $131M ▲ +17.5%
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 Scatter plot of 6 data points. -500005000100001500020000 0123 Total assets ($B) Participants Carthage College Defined Contribution Plan, Total assets ($B): 0.131361676 · Participants: 492Carthage College Defined Contribution PlanThe Medical College of Wisconsin, Inc. Retirement Plan, Total assets ($B): 2.596857221 · Participants: 6796The Medical College of Wisconsin, Inc. Retirement PlanFroedtert Health, Inc. 403(b) Plan, Total assets ($B): 2.179088919 · Participants: 15736Froedtert Health, Inc. 403(b) PlanUniversity of Wisconsin Medical Foundation Physicians Retirement Plan, Total assets ($B): 1.422494344 · Participants: 2091University of Wisconsin Medical Foundation Physicians Retirement PlanChildren's Hospital and Health System Shared Retirement Savings Plan, Total assets ($B): 1.013041993 · Participants: 6717Children's Hospital and Health System Shared Retirement Savings PlanMarquette University Retirement Plan, Total assets ($B): 0.926033149 · Participants: 3173Marquette University Retirement Plan
Carthage College Defined Contribution Plan vs. nearby Other plans in Wisconsin, assets vs. participants
Compare Carthage College Defined Contribution Plan side-by-side with 3 peers →

Carthage College Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside Wisconsin, the nearest Other by assets is The Potomac School Tax-Deferred Savings and Retirement Plan in VA ($132M); by covered participants it is Tax Sheltered Annuity Plan of Denver Zoological Foundation in CO (492 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (492 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Carthage College Defined Contribution Plan assets move in 2024? ▼
Carthage College Defined Contribution Plan grew at a solid clip - up 6.6% during 2024, from $123M to $131M. Reported net income was $8M.
How have Carthage College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carthage College's sponsor-wide assets grew 17.5%, from $112M to $131M.
Where does Carthage College Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Carthage College Defined Contribution Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Carthage College Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is The Potomac School Tax-Deferred Savings and Retirement Plan in VA ($132M, 248 participants).
Which Other plans cover a similar participant headcount to Carthage College Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is Tax Sheltered Annuity Plan of Denver Zoological Foundation in CO (492 participants, $32M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 370661496.

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.