Money Purchase · DOL Form 5500 · 2024

St. Charles Youth & Family Services, Inc. Money Purchase Plan

Data updated 2026-08-11

$8M
Total assets
120
Participants
50th
Percentile by assets
$64,690
Avg per participant
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Official DOL plan name: St Charles Youth & Family Services, Inc. Pension Plan · Sponsored by St. Charles Youth & Family Services, Inc. · Wisconsin · Healthcare & Social Assistance

$8M in assets, 120 participants

St. Charles Youth & Family Services, Inc.'s St Charles Youth & Family Services, Inc. Pension Plan reported $8M in total assets and 120 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • 50th percentile by assets (of 123,622 plans)
  • #9,347 in Healthcare & Social Assistance (16,916 peers)

Coverage in Wisconsin

St Charles Youth & Family Services, Inc. Pension Plan covers 120 participants in Wisconsin, about 21% of the average Wisconsin filer (state average ~563 per filing). Assets: $8M.

$8M
total plan assets (2024 EOY)
120
covered participants
50th
percentile by assets (of 123,622 plans)
$64,690
avg assets per participant

Where St Charles Youth & Family Services, Inc. Pension Plan sits by total assets

St Charles Youth & Family Services, Inc. Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$7,762,770 Top 50% higher than 50% of 123,620 filed plans

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • St Charles Youth & Family Services, Inc. Pension Plan reported net income fell from $1M in the plan year 2023 filing to $601K in the plan year 2024 filing.
  • St Charles Youth & Family Services, Inc. Pension Plan reported participants fell from 144 in the plan year 2023 filing to 120 in the plan year 2024 filing.
  • St Charles Youth & Family Services, Inc. Pension Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Wisconsin
Industry
Healthcare & Social Assistance

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 563 participants across 2,940 plans. St Charles Youth & Family Services, Inc. Pension Plan reports 120 participants - about 21% of that state average ($8M EOY assets).

Wisconsin filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$601K
Employer EIN390914040
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St. Charles Youth & Family Services, Inc.)

$8M$9M$10M$11M$12M 202220232024 $8.31M $10.9M ▲ +31.2%
Total plan assets by year, all St. Charles Youth & Family Services, Inc. plans on file
Year Plans Participants Total Assets
2022 2 342 $8M
2023 2 392 $10M
2024 2 339 $11M

Nearby Money Purchase Plans in Wisconsin

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

St Charles Youth & Family Services, Inc. Pension Plan vs. nearby Money Purchase plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants St Charles Youth & F…, Total assets ($B): 0.00776277 · Participants: 120St Charles Youth & F…Employees Retirement…, Total assets ($B): 1.265549143 · Participants: 8328Employees Retirement…Telephone and Data S…, Total assets ($B): 0.509492798 · Participants: 5326Telephone and Data S…North Central States…, Total assets ($B): 0.378003202 · Participants: 10854North Central States…Aspirus, Inc. Frozen…, Total assets ($B): 0.132502999 · Participants: 2145Aspirus, Inc. Frozen…Wisconsin Glaziers &…, Total assets ($B): 0.08840844 · Participants: 420Wisconsin Glaziers &…
St Charles Youth & Family Services, Inc. Pension Plan vs. nearby Money Purchase plans in Wisconsin, assets vs. participants
Compare St Charles Youth & Family Services, Inc.… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to St Charles Youth & Family Services, Inc. Pension Plan by total assets, not by location.

Frequently Asked Questions

How did St Charles Youth & Family Services, Inc. Pension Plan assets move in 2024? ▼
St Charles Youth & Family Services, Inc. Pension Plan grew at a solid clip - up 8.4% during 2024, from $7M to $8M. Reported net income was $601K.
How have St. Charles Youth & Family Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St. Charles Youth & Family Services, Inc.'s sponsor-wide assets grew 31.1%, from $8M to $11M.
Which Money Purchase plans are similar in size to St Charles Youth & Family Services, Inc. Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Boys & Girls Clubs of Broward County Pension Plan in FL ($8M, 129 participants).

Next read for St Charles Youth & Family Services, Inc.…

Filing takeaways

Ways to act on St Charles Youth & Family Services, Inc. Pension Plan's numbers.

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 390914040.

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.