Profit Sharing · DOL Form 5500 · 2024
Milwaukee Center for Independence, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $25M
- Total assets Small plan by assets
- 730
- Participants Near avg headcount
- 74th
- Percentile by assets National rank
- $33,970
- Avg per participant Low balance/head
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.
- #13,216 in Healthcare & Social Assistance (16,916 peers)
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.
- #13,216
- in Healthcare & Social Assistance (16,916 peers)
- +15.6%
- assets growth YoY
Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan's outsized position by total assets
Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$24,798,244 Top 26% higher than 74% 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
Milwaukee Center for Independence, Inc. and Affiliates 403(b) 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. Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan sits mid-pack in the medium band (730 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
Published 5500 schedule card
Filing strip 390806257 · Milwaukee Center for Independence, Inc. PY 2024 · Profit Sharing
Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan · $25M · 730 · 74th
- NET $25M
- NET 730
- NET 74th
- NET Profit Sharing
- NET near Mendez & Co., Inc. Retirement Plan
- NET ind #13216
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 →
Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan in the asset neighbourhood
Milwaukee Center for Independence, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Milwaukee Center for Independence, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 46.71950994106901% vs 2022
- 2024 filing year
| 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.
- 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
Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Wisconsin, the nearest Profit Sharing by assets is Mendez & Co., Inc. Retirement Plan in PR ($25M); by covered participants it is Willamette University Defined Contribution Retirement Plan in OR (730 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
- Mendez & Co., Inc. Retirement Plan (PR) $25M · 515
- Element Care, Inc. 403(b) Plan (MA) $25M · 359
- The Wooster Brush Company Profit Sharing Plan No. 2 (OH) $25M · 353
- Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing (CA) $25M · 190
Similar participant headcount
Nearest other-state filings by covered participants (730 participants); asset peers above are excluded.
- Willamette University Defined Contribution Retirement Plan (OR) 730 · 0 off
- Annuity Plan IBEW Local 96 (MD) 730 · 0 off
- Treasurers and Ticket Sellers Local 751 Annuity Fund (NY) 732 · 2 off
- United Church of Christ Homes Retirement Plan (PA) 733 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.