Other · DOL Form 5500 · 2024
Carroll College Retirement Plan
Data updated 2026-08-11
- $55M
- Total assets
- 280
- Participants
- 85th
- Percentile by assets
- $197,638
- Avg per participant
Official DOL plan name: Carroll College 403(b) Plan · Sponsored by Carroll College · Montana · Educational Services
$55M in assets, 280 participants
Carroll College's Carroll College 403(b) Plan reported $55M in total assets and 280 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.
- 85th percentile by assets (of 123,622 plans)
- #2,688 in Educational Services (3,638 peers)
Where Carroll College 403(b) Plan sits by assets
Carroll College 403(b) Plan sits in the top quartile of all filed plans by assets, $55M for 280 participants (~$197,638/participant), up 6.4% in 2024.
- $55M
- total plan assets (2024 EOY)
- 280
- covered participants
- 85th
- percentile by assets (of 123,622 plans)
- $197,638
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Carroll College 403(b) Plan reported net income fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Carroll College 403(b) Plan reported participants fell from 311 in the plan year 2023 filing to 280 in the plan year 2024 filing.
- Carroll College 403(b) Plan end-of-year assets rose from $52M in the plan year 2023 filing to $55M in the plan year 2024 filing.
Carroll College 403(b) Plan vs the 2024 asset distribution
By assets, Carroll College 403(b) Plan outranks 85% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $52M |
|---|---|
| Net Assets (End of Year) | $55M |
| Net Income | $3M |
| Employer EIN | 810231774 |
| Plan Effective Date | 1967-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carroll College)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 310 | $47M |
| 2023 | 1 | 311 | $52M |
| 2024 | 1 | 280 | $55M |
Nearby Other Plans in Montana
Peer Other plans, same state, same plan type, ranked by total assets.
Carroll College 403(b) Plan vs. nearby Other plans in Montana, assets vs. participants
- Billings Clinic 403b Plan $595M · 4,184
- St. Peter's Hospital 403(b) Tax Deferred Savings Plan $130M · 1,777
- Bozeman Health 403(b) Plan $76M · 2,593
- Bozeman Health 403(b) Plan $58M · 2,373
- Bozeman Health 403(b) Plan $49M · 2,220
Similar-Sized Other Plans Nationally
Other plans in other states closest to Carroll College 403(b) Plan by total assets, not by location.
Frequently Asked Questions
How did Carroll College 403(b) Plan assets move in 2024? ▼
How have Carroll College plan assets changed over time? ▼
Where does Carroll College 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Carroll College 403(b) Plan? ▼
Next read for Carroll College 403(b) Plan
Scale reading
Ways to act on Carroll College 403(b) Plan's numbers.
- By total assets, Carroll College 403(b) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Montana. Compare plans
- Carroll College's sponsor-wide assets have grown 17.5% since 2022 across 3 plan years on file. More Educational Services plans