Other · DOL Form 5500 · 2024
Carroll College Retirement Plan
Data updated 2026-08-25
- $55M
- Total assets Below avg plan size
- 280
- Participants Below avg headcount
- 85th
- Percentile by assets National rank
- $197,638
- Avg per participant Above avg balance/head
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.
- #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.
- #2,688
- in Educational Services (3,638 peers)
- +6.4%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Carroll College 403(b) Plan's outsized position by total assets
Carroll College 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$55,338,547 Top 15% higher than 85% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Carroll College 403(b) 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. Carroll College 403(b) Plan sits mid-pack in the medium band (280 participants).
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.
Form 5500 schedule snapshot
Filing strip 810231774 · Carroll College PY 2024 · Other
Carroll College 403(b) Plan · $55M · 280 · 85th
- PHOTO $55M
- PHOTO 280
- PHOTO 85th
- PHOTO Other
- PHOTO near Earthscope Consortium 403b
- PHOTO ind #2688
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 Montana →
Carroll College 403(b) Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Carroll College plans reported in each filing year
- Latest sponsor-wide plan assets
- $55M 17.466881811756227% vs 2022
- 2024 filing year
| 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.
- 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
Carroll College 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Montana, the nearest Other by assets is Earthscope Consortium 403b in DC ($55M); by covered participants it is Chinatown Service Center 403(b) in CA (280 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($55M here).
Similar participant headcount
Nearest other-state filings by covered participants (280 participants); asset peers above are excluded.
- Chinatown Service Center 403(b) (CA) 280 · 0 off
- Allendale Association Retirement Savings Plan (IL) 280 · 0 off
- Mount Paran Christian School 403(b) Plan (GA) 280 · 0 off
- Beaumont Retirement Services, Inc. 403(b) Retirement Savings Plan (PA) 280 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.