Profit Sharing · DOL Form 5500 · 2024

Milwaukee Center for Independence, Inc. Profit Sharing Plan

Data updated 2026-07-24

$25M
Total assets: 730
Participants: 74th
Percentile by assets: $33,970
Avg per participant

Official DOL plan name: Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan · Sponsored by Milwaukee Center for Independence, Inc. · Wisconsin · Healthcare & Social Assistance

$25M in assets, 730 participants

Milwaukee Center for Independence, Inc.'s Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan reported $25M in total assets and 730 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

74th percentile by assets (of 116,472 plans)

Milwaukee Center for Independence, Inc. multi-year trail

Milwaukee Center for Independence, Inc.'s plans moved +46.7% in assets from 2022 to 2024; this filing shows Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan at $25M / 730 participants.

$25M
total plan assets (2024 EOY): 730
covered participants: 74th
percentile by assets (of 116,472 plans): $33,970
avg assets per participant

Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan reported net income fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan end-of-year assets rose from $21M in the plan year 2023 filing to $25M in the plan year 2024 filing.
Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan reported participants fell from 782 in the plan year 2023 filing to 730 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Wisconsin

Industry

Healthcare & Social Assistance

Milwaukee Center for Independence, Inc. across 3 plan years on file

Across the 3 plan years Milwaukee Center for Independence, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $17M to $25M, a gain of 46.7%, while reported participants moved from 821 to 730 (-11.1%). Peak year by sponsor assets: 2024 ($25M); trough: 2022 ($17M).

Milwaukee Center for Independence, Inc. multi-year asset trail

Total plan assets by year, all Milwaukee Center for Independence, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	821	$17M
2023	1	782	$21M
2024	1	730	$25M

Milwaukee Center for Independence, Inc. filing trail (2024)

Total Assets (Beginning of Year)	$21M
Net Assets (End of Year)	$25M
Net Income	$3M
Employer EIN	390806257
Plan Effective Date	2003-10-01
Filing Status	FILING RECEIVED

Nearby Profit Sharing Plans in Wisconsin

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants

The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund $1.4B · 5,999
Aspirus, Inc. Retirement Plan $893M · 10,194
Thedacare Retirement and 403(b) Savings Plan $838M · 6,180
Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 $374M · 1,894
Clarios Retirement Savings and Investment Plan $334M · 5,088

Compare Milwaukee Center for Independence, Inc. … side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan by total assets, not by location.

The Wooster Brush Company Profit Sharing Plan No. 2 (OH) $25M · 353
Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing (CA) $25M · 190
The Bank of Commerce Profit Sharing Plan (ID) $25M · 142
Battle Ground Academy Pension Plan (TN) $25M · 256

Frequently Asked Questions

How did Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan assets move in 2024? ▼

Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan grew sharply - up 15.6% during 2024, from $21M to $25M. Reported net income was $3M.

How have Milwaukee Center for Independence, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Milwaukee Center for Independence, Inc.'s sponsor-wide assets grew 46.7%, from $17M to $25M.

Which Profit Sharing plans are similar in size to Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is The Wooster Brush Company Profit Sharing Plan No. 2 in OH ($25M, 353 participants).

Next read for Milwaukee Center for Independence, Inc. …

Multi-year trail

Ways to act on Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan's numbers.

By total assets, Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan ranks above the median plan by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in Wisconsin. Compare plans
Milwaukee Center for Independence, Inc.'s sponsor-wide assets have grown 46.7% since 2022 across 3 plan years on file. More Healthcare & Social Assistance 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 390806257.

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.