Other · DOL Form 5500 · 2024
Carleton College Retirement Plan
Data updated 2026-08-25
- $397M
- Total assets Above avg plan size
- 906
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $437,879
- Avg per participant High balance/head
Official DOL plan name: Carleton College Defined Contribution Plan · Sponsored by Carleton College · Minnesota · Educational Services
$397M in assets, 906 participants
Carleton College's Carleton College Defined Contribution Plan reported $397M in total assets and 906 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #3,454 in Educational Services (3,638 peers)
Where Carleton College Defined Contribution Plan sits by assets
Carleton College Defined Contribution Plan sits in the top 5% of all filed plans by assets, $397M for 906 participants (~$437,879/participant), up 8.7% in 2024.
- #3,454
- in Educational Services (3,638 peers)
- +8.7%
- assets growth YoY
- 4.0×
- vs typical plan assets (national mean)
Carleton College Defined Contribution Plan's outsized position by total assets
Carleton College Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$396,717,996 Top 3% higher than 97% 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
Carleton 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. Carleton College Defined Contribution Plan sits mid-pack in the medium band (906 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Carleton College Defined Contribution Plan reported net income fell from $44M in the plan year 2023 filing to $32M in the plan year 2024 filing.
- Carleton College Defined Contribution Plan reported participants rose from 821 in the plan year 2023 filing to 906 in the plan year 2024 filing.
- Carleton College Defined Contribution Plan end-of-year assets rose from $365M in the plan year 2023 filing to $397M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 410694747 · Carleton College PY 2024 · Other
Carleton College Defined Contribution Plan · $397M · 906 · 97th
- PHOTO $397M
- PHOTO 906
- PHOTO 97th
- PHOTO Other
- PHOTO near American Heart Association, Inc. 403(b) Pension Plan
- PHOTO ind #3454
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 Minnesota →
Carleton College Defined Contribution Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $365M |
|---|---|
| Net Assets (End of Year) | $397M |
| Net Income | $32M |
| Employer EIN | 410694747 |
| Plan Effective Date | 1970-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carleton College)
Sponsor-wide plan assets over time
All Carleton College plans reported in each filing year
- Latest sponsor-wide plan assets
- $397M 23.58498565303215% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 795 | $321M |
| 2023 | 1 | 821 | $365M |
| 2024 | 1 | 906 | $397M |
Nearby Other Plans in Minnesota
Peer Other plans, same state, same plan type, ranked by total assets.
- Mayo 403(b) Plan $12.8B · 85,933
- Childrens Hospitals and Clinics Matched Savings Plan $938M · 5,750
- Centracare Health System 403(b) Plan $867M · 8,227
- Carpenters & Joiners Defined Contribution Plan $811M · 22,289
- University of St. Thomas Retirement Plan $460M · 2,357
Carleton College Defined Contribution Plan's out-of-state Other peers by assets and headcount
Outside Minnesota, the nearest Other by assets is American Heart Association, Inc. 403(b) Pension Plan in TX ($398M); by covered participants it is Hattie Larlham 403(b) Retirement Savings Plan in OH (905 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($397M here).
- American Heart Association, Inc. 403(b) Pension Plan (TX) $398M · 3,868
- The Independent School Group Retirement Plan (Misbo) (GA) $395M · 1,612
- Providence College 403(b) Plan (RI) $393M · 1,046
- Act, Inc. Defined Contribution Retirement Plan (IA) $393M · 913
Similar participant headcount
Nearest other-state filings by covered participants (906 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.