Profit Sharing
2024 plan-year Profit Sharing DOL Form 5500

403(b) Thrift Plan for Employees of Sojourner Family Peace Center, Inc.

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Sojourner Family Peace Center, Inc ยท Wisconsin ยท Healthcare & Social Assistance

What the 2023 filing shows

403(b) Thrift Plan for Employees of Sojourner Family Peace Center, Inc. holds $4M for 102 participants - about $39,567 per participant, up 19.4% over the 2024 plan year.

$4M
total plan assets (2024 EOY)
102
covered participants
$39,567
avg assets per participant
+19.4%
assets growth YoY
Total Assets (2023)
$4M
Participants
102
State
Industry
Healthcare & Social Assistance

What the Filing Says About 403(b) Thrift Plan for Employees of Sojourner Family Peace Center, Inc.

403(b) Thrift Plan for Employees of Sojourner Family Peace Center, Inc. is a Profit Sharing retirement plan sponsored by Sojourner Family Peace Center, Inc, headquartered in Wisconsin. As of the 2024 Form 5500 filing, the plan reports $4M in total end-of-year assets and covers 102 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 391276210, and the plan has been effective since 2005-12-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $3M at the beginning of 2024 to $4M at year-end โ€” a gain of 19.4%. Net assets (after liabilities) closed the year at $4M, with reported net income of $654K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$3M
Total Assets (End of Year)$4M
Net Assets (End of Year)$4M
Net Income$654K
Plan TypeProfit Sharing
Employer EIN391276210
Plan Effective Date2005-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sojourner Family Peace Center, Inc)

Year Plans Participants Total Assets
2022 1 81 $3M
2023 1 87 $3M
2024 1 102 $4M

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Frequently Asked Questions

How much money is in the 403(b) Thrift Plan for Employees of Sojourner Family Peace Center, Inc.?
As of the 2024 Form 5500 filing, 403(b) Thrift Plan for Employees of Sojourner Family Peace Center, Inc. holds $4M in total assets with 102 participants. It is sponsored by Sojourner Family Peace Center, Inc.
What type of plan is 403(b) Thrift Plan for Employees of Sojourner Family Peace Center, Inc.?
403(b) Thrift Plan for Employees of Sojourner Family Peace Center, Inc. is a Profit Sharing plan. It has been effective since 2005-12-01. The plan is filed with the U.S. Department of Labor under EIN 391276210.
Who sponsors the 403(b) Thrift Plan for Employees of Sojourner Family Peace Center, Inc.?
403(b) Thrift Plan for Employees of Sojourner Family Peace Center, Inc. is sponsored by Sojourner Family Peace Center, Inc, located in Wisconsin. The sponsor's EIN is 391276210 and the plan operates in the Healthcare & Social Assistance industry.
How did 403(b) Thrift Plan for Employees of Sojourner Family Peace Center, Inc. perform in 2024?
403(b) Thrift Plan for Employees of Sojourner Family Peace Center, Inc. grew by 19.4% during 2024, moving from $3M to $4M in total assets. Net income was $654K.
Where can I find official filings for 403(b) Thrift Plan for Employees of Sojourner Family Peace Center, Inc.?
Official Form 5500 filings for 403(b) Thrift Plan for Employees of Sojourner Family Peace Center, Inc. are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 391276210 or plan name at efast.dol.gov.
How does 403(b) Thrift Plan for Employees of Sojourner Family Peace Center, Inc. compare to other plans?
You can compare 403(b) Thrift Plan for Employees of Sojourner Family Peace Center, Inc. against other Profit Sharing plans on the plan type page, or view plans in Wisconsin on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) โ€” original filing retrieval by EIN 391276210.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.