Profit Sharing · DOL Form 5500 · 2024

Carle Foundation Hospital and Affiliates Profit Sharing Plan

Data updated 2026-08-25

$1.4B
Total assets Very large vs avg
16,059
Participants Very large workforce
99th
Percentile by assets National rank
$85,230
Avg per participant Below avg balance/head
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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.

  • #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.

#16,747
in Healthcare & Social Assistance (16,916 peers)
+16.6%
assets growth YoY
14×
vs typical plan assets (national mean)

Carle Foundation Hospital and Affiliates Matching Tsa Plan's outsized position by total assets

Carle Foundation Hospital and Affiliates Matching Tsa Plan vs every filed plan by assets

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

$1,368,713,933 Top 1% higher than 99% 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

Carle Foundation Hospital and Affiliates Matching Tsa Plan's mega-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carle Foundation Hospital and Affiliates Matching Tsa Plan is a mega filing (16,059 participants), the rightmost band on the breakdown.

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.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 371119538 · Carle Foundation Hospital and Affiliates PY 2024 · Profit Sharing

Carle Foundation Hospital and Affiliates Matching Tsa Plan · $1.4B · 16,059 · 99th

  • RANK $1.4B
  • RANK 16,059
  • RANK 99th
  • RANK Profit Sharing
  • RANK near Raymond James Financial, Inc. & Affiliates Profit Sharing Plan
  • RANK ind #16747

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 →

Carle Foundation Hospital and Affiliates Matching Tsa Plan in the asset neighbourhood

Carle Foundation Hospital and Affiliates Matching Tsa PlanCarle Foundation Hospital an…$1.4BRaymond James Financial, Inc. & Affiliates Profit Sharing PlanRaymond James Financial, Inc…$1.3BNorth Atlantic States Carpenters Annuity PlanNorth Atlantic States Carpen…$1.3BShv Profit Sharing Plan$1.3BBoilermakers National Annuity TrustBoilermakers National Annuit…$1.3B
End-of-year total assets ($B) among Carle Foundation Hospital and Affiliates Matching Tsa Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$1.2B
Net Assets (End of Year)$1.4B
Net Income$195M
Employer EIN371119538
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carle Foundation Hospital and Affiliates)

Sponsor-wide plan assets over time

All Carle Foundation Hospital and Affiliates plans reported in each filing year

Latest sponsor-wide plan assets
$1.4B 59.00885437839% vs 2022
2024 filing year
$0.8B$1B$1.2B$1.4B$1.6B 202220232024 $0.86B $1.37B ▲ +59.3%
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 Scatter plot of 6 data points. 050001000015000200002500030000 01234 Total assets ($B) Participants Carle Foundation Hospital and Affiliates Matching Tsa Plan, Total assets ($B): 1.368713933 · Participants: 16059Carle Foundation Hospital and Affiliates Matching Tsa PlanW. W. Grainger, Inc. Retirement Savings Plan, Total assets ($B): 3.778311009 · Participants: 18584W. W. Grainger, Inc. Retirement Savings PlanElectrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5, Total assets ($B): 3.469243854 · Participants: 24278Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5Mcmaster-Carr Supply Company Profit Sharing Trust, Total assets ($B): 3.008828322 · Participants: 4364Mcmaster-Carr Supply Company Profit Sharing TrustMid-America Carpenters Regional Council Supplemental Retirement Plan, Total assets ($B): 2.023030159 · Participants: 15593Mid-America Carpenters Regional Council Supplemental Retirement PlanMidwest Operating Engineers Retirement Enhancement, Total assets ($B): 0.758436039 · Participants: 16506Midwest Operating Engineers Retirement Enhancement
Carle Foundation Hospital and Affiliates Matching Tsa Plan vs. nearby Profit Sharing plans in Illinois, assets vs. participants
Compare Carle Foundation Hospital and Affiliates Matching Tsa Plan side-by-side with 3 peers →

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

Carle Foundation Hospital and Affiliates Matching Tsa Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Illinois, the nearest Profit Sharing by assets is Raymond James Financial, Inc. & Affiliates Profit Sharing Plan in FL ($1.3B); by covered participants it is St. Luke's Health Network Defined Contribution Plan in PA (15,648 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.4B here).

Similar participant headcount

Nearest other-state filings by covered participants (16,059 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 Carle Foundation Hospital and Affiliates Matching Tsa Plan assets move in 2024? ▼
Carle Foundation Hospital and Affiliates Matching Tsa Plan grew sharply - up 16.6% during 2024, from $1.2B to $1.4B. Reported net income was $195M.
How have Carle Foundation Hospital and Affiliates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carle Foundation Hospital and Affiliates's sponsor-wide assets grew 59.0%, from $861M to $1.4B.
Where does Carle Foundation Hospital and Affiliates Matching Tsa Plan rank by assets among Form 5500 filers? ▼
Carle Foundation Hospital and Affiliates Matching Tsa Plan ranks in the 99th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which Profit Sharing plans are similar in size to Carle Foundation Hospital and Affiliates Matching Tsa Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Raymond James Financial, Inc. & Affiliates Profit Sharing Plan in FL ($1.3B, 16,046 participants).
Which Profit Sharing plans cover a similar participant headcount to Carle Foundation Hospital and Affiliates Matching Tsa Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is St. Luke's Health Network Defined Contribution Plan in PA (15,648 participants, $423M 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 371119538.

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.