Other · DOL Form 5500 · 2024
Carle Health Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 132
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $37,603
- Avg per participant Low balance/head
Official DOL plan name: Human Service Center 403(b) Retirement Plan · Sponsored by Carle Health · Illinois · Healthcare & Social Assistance
$5M in assets, 132 participants
Carle Health's Human Service Center 403(b) Retirement Plan reported $5M in total assets and 132 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.
- #7,598 in Healthcare & Social Assistance (16,916 peers)
Coverage in Illinois
Human Service Center 403(b) Retirement Plan covers 132 participants in Illinois, about 17% of the average Illinois filer (state average ~779 per filing). Assets: $5M.
- #7,598
- in Healthcare & Social Assistance (16,916 peers)
- -7.8%
- assets change YoY
The plan reported a net loss of $423K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Human Service Center 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Human Service Center 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,963,632 42nd percentile higher than 42% 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
Human Service Center 403(b) Retirement 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. Human Service Center 403(b) Retirement Plan sits mid-pack in the medium band (132 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Human Service Center 403(b) Retirement Plan reported net income rose from -$1M in the plan year 2023 filing to -$423K in the plan year 2024 filing.
- Human Service Center 403(b) Retirement Plan end-of-year assets fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
DOL schedule card
Filing strip 371004882 · Carle Health PY 2024 · Other
Human Service Center 403(b) Retirement Plan · $5M · 132 · 42nd
- PCT $5M
- EIN 132
- RANK 42nd
- PHOTO Other
- IND near Accra Care 403(b) Plan
- EOY ind #7598
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 Illinois →
Human Service Center 403(b) Retirement Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$423K |
| Employer EIN | 371004882 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carle Health)
Sponsor-wide plan assets over time
All Carle Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 22.523329402500384% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 185 | $6M |
| 2023 | 1 | 132 | $5M |
| 2024 | 1 | 132 | $5M |
Nearby Other Plans in Illinois
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwestern University Retirement Plan $4.4B · 9,328
- The University of Chicago Contributory Retirement Plan $3.8B · 5,144
- Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees $2.1B · 13,718
- The University of Chicago Supplemental Retirement Plan $1.9B · 8,635
- Rush University Medical Center 403(b) Retirement Savings Plan $1.8B · 13,592
Human Service Center 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Accra Care 403(b) Plan in MN ($5M); by covered participants it is Solomon Schechter Day School Defined Contribution Retirement Plan in MA (132 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (132 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.