Profit Sharing · DOL Form 5500 · 2024

Penfield Children's Center, Inc. Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
100
Participants Small participant base
45th
Percentile by assets National rank
$58,474
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Penfield Childrens Center, Inc. 403(b) Plan · Sponsored by Penfield Children's Center, Inc. · Wisconsin · Healthcare & Social Assistance

$6M in assets, 100 participants

Penfield Children's Center, Inc.'s Penfield Childrens Center, Inc. 403(b) Plan reported $6M in total assets and 100 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,200 in Healthcare & Social Assistance (16,916 peers)

Coverage in Wisconsin

Penfield Childrens Center, Inc. 403(b) Plan covers 100 participants in Wisconsin, about 18% of the average Wisconsin filer (state average ~563 per filing). Assets: $6M.

#8,200
in Healthcare & Social Assistance (16,916 peers)
+9.7%
assets growth YoY

Penfield Childrens Center, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Penfield Childrens Center, Inc. 403(b) Plan vs every filed plan by assets

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

$5,847,397 45th percentile higher than 45% of 123,620 filed plans

This plan $0 $2,050,000,000 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

Penfield Childrens Center, Inc. 403(b) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Penfield Childrens Center, Inc. 403(b) Plan is a small filing (100 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Penfield Childrens Center, Inc. 403(b) Plan reported net income fell from $878K in the plan year 2023 filing to $517K in the plan year 2024 filing.
  • Penfield Childrens Center, Inc. 403(b) Plan reported participants fell from 131 in the plan year 2023 filing to 100 in the plan year 2024 filing.
  • Penfield Childrens Center, Inc. 403(b) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 391093701 · Penfield Children's Center, Inc. PY 2024 · Profit Sharing

Penfield Childrens Center, Inc. 403(b) Plan · $6M · 100 · 45th

  • 5500 $6M
  • ASSETS 100
  • PCT 45th
  • EIN Profit Sharing
  • RANK near Citibank Business & Professional Retirement Plan
  • PHOTO ind #8200

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 →

Penfield Childrens Center, Inc. 403(b) Plan in the asset neighbourhood

Penfield Childrens Center, Inc. 403(b) PlanPenfield Childrens Center, I…$6MCitibank Business & Professional Retirement PlanCitibank Business & Professi…$6MMrd Profit Sharing Plan$6MDaniel R. Conlin Md & Robert J. Elsen Md, Amc Profit Sharing PlanDaniel R. Conlin Md & Robert…$6MJoseph C. Lin, M.D.L.L.C. , Profit Sharing PlanJoseph C. Lin, M.D.L.L.C. , …$6M
End-of-year total assets ($M) among Penfield Childrens Center, Inc. 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$517K
Employer EIN391093701
Plan Effective Date1998-05-16
Filing StatusFILING RECEIVED

Sponsor Plan History (Penfield Children's Center, Inc.)

Sponsor-wide plan assets over time

All Penfield Children's Center, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 31.333738665176508% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M 202220232024 $4.45M $5.85M ▲ +31.5%
Year Plans Participants Total Assets
2022 1 120 $4M
2023 1 131 $5M
2024 1 100 $6M

Nearby Profit Sharing Plans in Wisconsin

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

Penfield Childrens Center, Inc. 403(b) Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Penfield Childrens Center, Inc. 403(b) Plan, Total assets ($B): 0.005847397 · Participants: 100Penfield Childrens Center, Inc. 403(b) PlanThe Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund, Total assets ($B): 1.423367509 · Participants: 5999The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee FundAspirus, Inc. Retirement Plan, Total assets ($B): 0.89339569 · Participants: 10194Aspirus, Inc. Retirement PlanThedacare Retirement and 403(b) Savings Plan, Total assets ($B): 0.837627767 · Participants: 6180Thedacare Retirement and 403(b) Savings PlanRetirement Plan for Employees Represented by Sheet Metal Workers Local Union 18, Total assets ($B): 0.374033662 · Participants: 1894Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18Clarios Retirement Savings and Investment Plan, Total assets ($B): 0.3336107 · Participants: 5088Clarios Retirement Savings and Investment Plan
Penfield Childrens Center, Inc. 403(b) Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
Compare Penfield Childrens Center, Inc. 403(b) Plan side-by-side with 3 peers →

Penfield Childrens Center, Inc. 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Wisconsin, the nearest Profit Sharing by assets is Citibank Business & Professional Retirement Plan in NY ($6M); by covered participants it is Savio House Retirement Plan in CO (100 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (100 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.

Frequently Asked Questions

How did Penfield Childrens Center, Inc. 403(b) Plan assets move in 2024? ▼
Penfield Childrens Center, Inc. 403(b) Plan grew at a solid clip - up 9.7% during 2024, from $5M to $6M. Reported net income was $517K.
How have Penfield Children's Center, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Penfield Children's Center, Inc.'s sponsor-wide assets grew 31.3%, from $4M to $6M.
Which Profit Sharing plans are similar in size to Penfield Childrens Center, Inc. 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Citibank Business & Professional Retirement Plan in NY ($6M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Penfield Childrens Center, Inc. 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Savio House Retirement Plan in CO (100 participants, $7M in assets).

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 391093701.

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.