401(k) · DOL Form 5500 · 2024

Carole Robertson Center for Learning 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
355
Participants Below avg headcount
40th
Percentile by assets National rank
$12,516
Avg per participant Low balance/head
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Official DOL plan name: Carole Robertson Center for Learning Retirement Savings Plan · Sponsored by Carole Robertson Center for Learning · Illinois · Healthcare & Social Assistance

$4M in assets, 355 participants

Carole Robertson Center for Learning's Carole Robertson Center for Learning Retirement Savings Plan reported $4M in total assets and 355 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,140 in Healthcare & Social Assistance (16,916 peers)

Coverage in Illinois

Carole Robertson Center for Learning Retirement Savings Plan covers 355 participants in Illinois, about 46% of the average Illinois filer (state average ~779 per filing). Assets: $4M.

#7,140
in Healthcare & Social Assistance (16,916 peers)
+45.3%
assets growth YoY

Carole Robertson Center for Learning Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Carole Robertson Center for Learning Retirement Savings Plan vs every filed plan by assets

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

$4,443,194 40th percentile higher than 40% 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

Carole Robertson Center for Learning Retirement Savings 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. Carole Robertson Center for Learning Retirement Savings Plan sits mid-pack in the medium band (355 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carole Robertson Center for Learning Retirement Savings Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Carole Robertson Center for Learning Retirement Savings Plan reported participants fell from 371 in the plan year 2023 filing to 355 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 362882124 · Carole Robertson Center for Learning PY 2024 · 401(k)

Carole Robertson Center for Learning Retirement Savings Plan · $4M · 355 · 40th

  • BOY $4M
  • SCH 355
  • EBSA 40th
  • PART 401(k)
  • TYPE near D-Matrix Corporation 401(k) Plan
  • NET ind #7140

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 →

Carole Robertson Center for Learning Retirement Savings Plan in the asset neighbourhood

Carole Robertson Center for Learning Retirement Savings PlanCarole Robertson Center for …$4MD-Matrix Corporation 401(k) PlanD-Matrix Corporation 401(k) …$4MRexco, Inc. 401(k) Profit Sharing PlanRexco, Inc. 401(k) Profit Sh…$4MUnion Beverage 401(k) Plan$4MEmagine Entertainment 401(k) PlanEmagine Entertainment 401(k)…$4M
End-of-year total assets ($M) among Carole Robertson Center for Learning Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN362882124
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carole Robertson Center for Learning)

Sponsor-wide plan assets over time

All Carole Robertson Center for Learning plans reported in each filing year

Latest sponsor-wide plan assets
$4M 164.7402584247838% vs 2022
2024 filing year
$1M$2M$3M$4M$5M 202220232024 $1.68M $4.44M ▲ +164.3%
Year Plans Participants Total Assets
2022 1 228 $2M
2023 1 371 $3M
2024 1 355 $4M

Nearby 401(k) Plans in Illinois

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Carole Robertson Center for Learning Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Carole Robertson Center for Learning Retirement Savings Plan, Total assets ($B): 0.004443194 · Participants: 355Carole Robertson Center for Learning Retirement Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Carole Robertson Center for Learning Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Carole Robertson Center for Learning Retirement Savings Plan side-by-side with 3 peers →

Carole Robertson Center for Learning Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is D-Matrix Corporation 401(k) Plan in CA ($4M); by covered participants it is Koroseal Interior Products Retirement Savings Plan and Trust in OH (355 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (355 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 Carole Robertson Center for Learning Retirement Savings Plan assets move in 2024? ▼
Carole Robertson Center for Learning Retirement Savings Plan surged - up 45.3% during 2024, from $3M to $4M. Reported net income was $1M.
How have Carole Robertson Center for Learning plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carole Robertson Center for Learning's sponsor-wide assets grew 164.7%, from $2M to $4M.
Which 401(k) plans are similar in size to Carole Robertson Center for Learning Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is D-Matrix Corporation 401(k) Plan in CA ($4M, 66 participants).
Which 401(k) plans cover a similar participant headcount to Carole Robertson Center for Learning Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Koroseal Interior Products Retirement Savings Plan and Trust in OH (355 participants, $35M 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 362882124.

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.