Other · DOL Form 5500 · 2024
Sojourner Family Peace Center, Inc Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 102
- Participants Small participant base
- 38th
- Percentile by assets National rank
- $39,567
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan for Employees of Sojourner Family Peace Center, Inc. · Sponsored by Sojourner Family Peace Center, Inc · Wisconsin · Healthcare & Social Assistance
$4M in assets, 102 participants
Sojourner Family Peace Center, Inc's 403(b) Thrift Plan for Employees of Sojourner Family Peace Center, Inc. reported $4M in total assets and 102 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.
- #6,787 in Healthcare & Social Assistance (16,916 peers)
Coverage in Wisconsin
403(b) Thrift Plan for Employees of Sojourner Family Peace Center, Inc. covers 102 participants in Wisconsin, about 18% of the average Wisconsin filer (state average ~563 per filing). Assets: $4M.
- #6,787
- in Healthcare & Social Assistance (16,916 peers)
- +19.4%
- assets growth YoY
403(b) Thrift Plan for Employees of Sojourner Family Peace Center, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers
403(b) Thrift Plan for Employees of Sojourner Family Peace Center, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,035,821 38th percentile higher than 38% 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
403(b) Thrift Plan for Employees of Sojourner Family Peace Center, Inc. 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. 403(b) Thrift Plan for Employees of Sojourner Family Peace Center, Inc. sits mid-pack in the medium band (102 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 403(b) Thrift Plan for Employees of Sojourner Family Peace Center, Inc. reported net income rose from $204K in the plan year 2023 filing to $654K in the plan year 2024 filing.
- 403(b) Thrift Plan for Employees of Sojourner Family Peace Center, Inc. end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- 403(b) Thrift Plan for Employees of Sojourner Family Peace Center, Inc. reported participants rose from 87 in the plan year 2023 filing to 102 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 391276210 · Sojourner Family Peace Center, Inc PY 2024 · Other
403(b) Thrift Plan for Employees of Sojourner Family Peace Center, Inc. · $4M · 102 · 38th
- SCH $4M
- EBSA 102
- PART 38th
- TYPE Other
- NET near Community Health Net 403b Retirement Plan
- BOOK ind #6787
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 Healthcare & Social Assistance retirement plans → · Plans in Wisconsin →
403(b) Thrift Plan for Employees of Sojourner Family Peace Center, Inc. in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $654K |
| Employer EIN | 391276210 |
| Plan Effective Date | 2005-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sojourner Family Peace Center, Inc)
Sponsor-wide plan assets over time
All Sojourner Family Peace Center, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 27.013022244629877% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 81 | $3M |
| 2023 | 1 | 87 | $3M |
| 2024 | 1 | 102 | $4M |
Nearby Other Plans in Wisconsin
Peer Other plans, same state, same plan type, ranked by total assets.
- 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
403(b) Thrift Plan for Employees of Sojourner Family Peace Center, Inc.'s out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is Community Health Net 403b Retirement Plan in PA ($4M); by covered participants it is Waimanalo Health Center 403(b) Tax Sheltered Annuity Plan in HI (102 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
- Community Health Net 403b Retirement Plan (PA) $4M · 99
- Dr. Richard Izquierdo Health and Science Charter School 403(b) Plan (NY) $4M · 110
- Poic 403b Plan (OR) $4M · 261
- Adjoin 403(b) Plan (CA) $4M · 244
Similar participant headcount
Nearest other-state filings by covered participants (102 participants); asset peers above are excluded.
- Waimanalo Health Center 403(b) Tax Sheltered Annuity Plan (HI) 102 · 0 off
- District 7 Hrdc Retirement Plan (MT) 102 · 0 off
- The Fenn School Tda and Retirement Plan (MA) 102 · 0 off
- Sourcepoint Matched Savings Plan (OH) 102 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.