Other · DOL Form 5500 · 2024

Carleton College Retirement Plan

Data updated 2026-07-24

$397M
Total assets: 906
Participants: 97th
Percentile by assets: $437,879
Avg per participant

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.

97th percentile by assets (of 116,472 plans)

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.

$397M
total plan assets (2024 EOY): 906
covered participants: 97th
percentile by assets (of 116,472 plans): $437,879
avg assets per participant

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.

See the national 2023→2024 release diff →

State

Minnesota

Industry

Educational Services

Carleton College Defined Contribution Plan vs the 2024 asset distribution

By assets, Carleton College Defined Contribution Plan outranks 97% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 4.0x the national average plan size of $100M (730 average participants).

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)

Total plan assets by year, all Carleton College plans on file

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.

Carleton College Defined Contribution Plan vs. nearby Other plans in Minnesota, assets vs. participants

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

Compare Carleton College Defined Contribution Pl… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Carleton College Defined Contribution Plan by total assets, not by location.

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

Frequently Asked Questions

How did Carleton College Defined Contribution Plan assets move in 2024? ▼

Carleton College Defined Contribution Plan grew at a solid clip - up 8.7% during 2024, from $365M to $397M. Reported net income was $32M.

How have Carleton College plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Carleton College's sponsor-wide assets grew 23.6%, from $321M to $397M.

Where does Carleton College Defined Contribution Plan rank by assets among Form 5500 filers? ▼

Carleton College Defined Contribution Plan ranks in the 97th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which Other plans are similar in size to Carleton College Defined Contribution Plan? ▼

Among Other plans in other states, the closest by assets is American Heart Association, Inc. 403(b) Pension Plan in TX ($398M, 3,868 participants).

Next read for Carleton College Defined Contribution Pl…

Scale reading

Ways to act on Carleton College Defined Contribution Plan's numbers.

By total assets, Carleton College Defined Contribution Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Other plans in Minnesota. Compare plans
Carleton College's sponsor-wide assets have grown 23.6% since 2022 across 3 plan years on file. More Educational Services plans

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) - original filing retrieval by EIN 410694747.

Read our methodology - how this data is sourced, computed, and verified.

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