Profit Sharing · DOL Form 5500 · 2024
Carle Foundation Hospital and Affiliates Profit Sharing Plan
Data updated 2026-08-11
- $1.4B
- Total assets
- 16,059
- Participants
- 99th
- Percentile by assets
- $85,230
- Avg per participant
Official DOL plan name: Carle Foundation Hospital and Affiliates Matching Tsa Plan · Sponsored by Carle Foundation Hospital and Affiliates · Illinois · Healthcare & Social Assistance
$1.4B in assets, 16,059 participants
Carle Foundation Hospital and Affiliates's Carle Foundation Hospital and Affiliates Matching Tsa Plan reported $1.4B in total assets and 16,059 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 123,622 plans)
- #16,747 in Healthcare & Social Assistance (16,916 peers)
Coverage in Illinois
Carle Foundation Hospital and Affiliates Matching Tsa Plan covers 16,059 participants in Illinois, 21x the typical Illinois plan (state average ~779 per filing). Assets: $1.4B.
- $1.4B
- total plan assets (2024 EOY)
- 16,059
- covered participants
- 99th
- percentile by assets (of 123,622 plans)
- $85,230
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Carle Foundation Hospital and Affiliates Matching Tsa Plan reported net income fell from $313M in the plan year 2023 filing to $195M in the plan year 2024 filing.
- Carle Foundation Hospital and Affiliates Matching Tsa Plan end-of-year assets rose from $1.2B in the plan year 2023 filing to $1.4B in the plan year 2024 filing.
- Carle Foundation Hospital and Affiliates Matching Tsa Plan reported participants rose from 15,604 in the plan year 2023 filing to 16,059 in the plan year 2024 filing.
Participants vs Illinois filers
In Illinois, the average filing covers about 779 participants across 5,745 plans. Carle Foundation Hospital and Affiliates Matching Tsa Plan reports 16,059 participants - 21x that state average ($1.4B EOY assets).
Illinois filing particulars
| Total Assets (Beginning of Year) | $1.2B |
|---|---|
| Net Assets (End of Year) | $1.4B |
| Net Income | $195M |
| Employer EIN | 371119538 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carle Foundation Hospital and Affiliates)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 10,930 | $861M |
| 2023 | 1 | 15,604 | $1.2B |
| 2024 | 1 | 16,059 | $1.4B |
Nearby Profit Sharing Plans in Illinois
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Carle Foundation Hospital and Affiliates Matching Tsa Plan vs. nearby Profit Sharing plans in Illinois, assets vs. participants
- W. W. Grainger, Inc. Retirement Savings Plan $3.8B · 18,584
- Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5 $3.5B · 24,278
- Mcmaster-Carr Supply Company Profit Sharing Trust $3.0B · 4,364
- Mid-America Carpenters Regional Council Supplemental Retirement Plan $2.0B · 15,593
- Midwest Operating Engineers Retirement Enhancement $758M · 16,506
Scale composition for Carle Foundation Hospital and Affiliates Matching Tsa Plan
Carle Foundation Hospital and Affiliates Matching Tsa Plan reports $1.4B in end-of-year assets across 16,059 participants (0.011% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.017% of 93,925,755 covered participants) - about $85,230 per participant (62% of the national average assets-per-participant) . Net income for plan year 2024 was $195M.
This plan identity (EIN 371119538, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $861M to $1.4B (+59.0%) while covered participants moved from 10,930 to 16,059 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 10,930 | $861M | Open filing |
| 2023 | 15,604 | $1.2B | Open filing |
| 2024 · index core | 16,059 | $1.4B | This page |
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Carle Foundation Hospital and Affiliates Matching Tsa Plan by total assets, not by location.
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan (FL) $1.3B · 16,046
- North Atlantic States Carpenters Annuity Plan (CT) $1.3B · 10,631
- Shv Profit Sharing Plan (CA) $1.3B · 53
- Boilermakers National Annuity Trust (MO) $1.3B · 18,034
Frequently Asked Questions
How did Carle Foundation Hospital and Affiliates Matching Tsa Plan assets move in 2024? ▼
How have Carle Foundation Hospital and Affiliates plan assets changed over time? ▼
Where does Carle Foundation Hospital and Affiliates Matching Tsa Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Carle Foundation Hospital and Affiliates Matching Tsa Plan? ▼
Next read for Carle Foundation Hospital and Affiliates…
Filing takeaways
Ways to act on Carle Foundation Hospital and Affiliates Matching Tsa Plan's numbers.
- By total assets, Carle Foundation Hospital and Affiliates Matching Tsa Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Illinois. Compare plans
- Carle Foundation Hospital and Affiliates's sponsor-wide assets have grown 59.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans