Money Purchase · DOL Form 5500 · 2024
St. Charles Youth & Family Services, Inc. Money Purchase Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 120
- Participants Small participant base
- 50th
- Percentile by assets National rank
- $64,690
- Avg per participant Low balance/head
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.
- #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.
- #9,347
- in Healthcare & Social Assistance (16,916 peers)
- +8.4%
- assets growth YoY
St Charles Youth & Family Services, Inc. Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
St Charles Youth & Family Services, Inc. Pension 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. St Charles Youth & Family Services, Inc. Pension Plan sits mid-pack in the medium band (120 participants).
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.
Published 5500 schedule card
Filing strip 390914040 · St. Charles Youth & Family Services, Inc. PY 2024 · Money Purchase
St Charles Youth & Family Services, Inc. Pension Plan · $8M · 120 · 50th
- 5500 $8M
- 5500 120
- 5500 50th
- 5500 Money Purchase
- 5500 near Boys & Girls Clubs of Broward County Pension Plan
- 5500 ind #9347
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 →
St Charles Youth & Family Services, Inc. Pension Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $601K |
| Employer EIN | 390914040 |
| Plan Effective Date | 1983-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (St. Charles Youth & Family Services, Inc.)
Sponsor-wide plan assets over time
All St. Charles Youth & Family Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 31.135410778500727% vs 2022
- 2024 filing year
| 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.
- Employees Retirement Plan of Marshfield Clinic $1.3B · 8,328
- Telephone and Data Systems, Inc. Pension Plan $509M · 5,326
- North Central States Regional Council of Carpenters Supplemental Retirement Plan $378M · 10,854
- Aspirus, Inc. Frozen 401(a) Plan $133M · 2,145
- Wisconsin Glaziers & Glassworkers Money Purchase Fund $88M · 420
St Charles Youth & Family Services, Inc. Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside Wisconsin, the nearest Money Purchase by assets is Boys & Girls Clubs of Broward County Pension Plan in FL ($8M); by covered participants it is Thames Valley Council for Community Action, Inc. Money Purchase Pension Plan in CT (120 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (120 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.