Defined Benefit (Pension) · DOL Form 5500 · 2023

The Carle Foundation Pension Plan

Data updated 2026-08-25

$218M
Total assets Near avg plan size
716
Participants Below avg headcount
95th
Percentile by assets National rank
$304,219
Avg per participant High balance/head
PlainRetire home → About this data

Official DOL plan name: Carle Health Central Illinois Pension Plan · Sponsored by The Carle Foundation · Illinois · Healthcare & Social Assistance

$218M in assets, 716 participants

The Carle Foundation's Carle Health Central Illinois Pension Plan reported $218M in total assets and 716 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #16,910 in Healthcare & Social Assistance (17,684 peers)

Where Carle Health Central Illinois Pension Plan sits by assets

Carle Health Central Illinois Pension Plan sits in the top 5% of all filed plans by assets, $218M for 716 participants (~$304,219/participant), up 2.4% in 2023.

#16,910
in Healthcare & Social Assistance (17,684 peers)
+2.4%
assets growth YoY
2.2×
vs typical plan assets (national mean)

Carle Health Central Illinois Pension Plan's outsized position by total assets

Carle Health Central Illinois Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$217,820,958 Top 5% higher than 95% of 127,068 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 2023

Carle Health Central Illinois Pension Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carle Health Central Illinois Pension Plan sits mid-pack in the medium band (716 participants).

Form 5500 schedule snapshot

Filing strip 370673465 · The Carle Foundation PY 2023 · Defined Benefit (Pension)

Carle Health Central Illinois Pension Plan · $218M · 716 · 95th

  • 5500 $218M
  • ASSETS 716
  • PCT 95th
  • EIN Defined Benefit (Pension)
  • RANK near Swedish Match North America Retirement Plan
  • PHOTO ind #16910

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 Health Central Illinois Pension Plan in the asset neighbourhood

Hyundai Motor America Pension PlanHyundai Motor America Pensio…$218MSwedish Match North America Retirement PlanSwedish Match North America …$218MCarle Health Central Illinois Pension PlanCarle Health Central Illinoi…$218MLibbey Hourly Retirement Plan$217MWebster Bank Pension Plan$217M
End-of-year total assets ($M) among Carle Health Central Illinois Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$213M
Net Assets (End of Year)$218M
Net Income$5M
Employer EIN370673465
Plan Effective Date1970-05-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Illinois

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Carle Health Central Illinois Pension Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -200204060 Total assets ($B) Participants Carle Health Central Illinois Pension Plan, Total assets ($B): 0.217820958 · Participants: 716Carle Health Central Illinois Pension PlanCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 49.680270595 · Participants: 48538Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 35.242945747 · Participants: 45001State Farm Insurance Companies Retirement Plan for United States EmployeesUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 7.965094339 · Participants: 20680United Food & Commercial Workers Intl Union - Industry Pension FundJohn Deere Pension Plan for Salaried Employees, Total assets ($B): 7.960744597 · Participants: 16346John Deere Pension Plan for Salaried EmployeesAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 7.819798504 · Participants: 17382Abbott Laboratories Annuity Retirement Plan
Carle Health Central Illinois Pension Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare Carle Health Central Illinois Pension Plan side-by-side with 3 peers →

Carle Health Central Illinois Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Swedish Match North America Retirement Plan in VA ($218M); by covered participants it is Central National Gottesman Pension Plan in NY (716 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($218M here).

Similar participant headcount

Nearest other-state filings by covered participants (716 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Carle Health Central Illinois Pension Plan assets move in 2023? ▼
Carle Health Central Illinois Pension Plan edged up modestly - up 2.4% during 2023, from $213M to $218M. Reported net income was $5M.
Where does Carle Health Central Illinois Pension Plan rank by assets among Form 5500 filers? ▼
Carle Health Central Illinois Pension Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Carle Health Central Illinois Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Swedish Match North America Retirement Plan in VA ($218M, 260 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Carle Health Central Illinois Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Central National Gottesman Pension Plan in NY (716 participants, $133M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 370673465.

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.