Other · DOL Form 5500 · 2022
Spooner Health System, Inc. Retirement Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 142
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $96,346
- Avg per participant Below avg balance/head
Official DOL plan name: Spooner Health System 403(b) Plan · Sponsored by Spooner Health System, Inc. · Wisconsin · Healthcare & Social Assistance
$14M in assets, 142 participants
Spooner Health System, Inc.'s Spooner Health System 403(b) Plan reported $14M in total assets and 142 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.
- #15,178 in Healthcare & Social Assistance (20,060 peers)
Coverage in Wisconsin
Spooner Health System 403(b) Plan covers 142 participants in Wisconsin, about 25% of the average Wisconsin filer (state average ~563 per filing). Assets: $14M.
- #15,178
- in Healthcare & Social Assistance (20,060 peers)
- -16.0%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Spooner Health System 403(b) Plan's outsized position by total assets
Spooner Health System 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$13,681,074 Top 29% higher than 71% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Spooner Health System 403(b) Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Spooner Health System 403(b) Plan sits mid-pack in the medium band (142 participants).
EBSA filing schedule strip
Filing strip 390892183 · Spooner Health System, Inc. PY 2022 · Other
Spooner Health System 403(b) Plan · $14M · 142 · 71st
- PCT $14M
- EIN 142
- RANK 71st
- PHOTO Other
- IND near Employee Benefit Plan of Community Action Corporation of South Texas
- EOY ind #15178
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 Wisconsin →
Spooner Health System 403(b) Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$3M |
| Employer EIN | 390892183 |
| Plan Effective Date | 1965-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Spooner Health System, Inc.)
Sponsor-wide plan assets over time
All Spooner Health System, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 31.52305878909799% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 142 | $14M |
| 2023 | 1 | 138 | $15M |
| 2024 | 1 | 144 | $18M |
Nearby Other Plans in Wisconsin
Peer Other plans, same state, same plan type, ranked by total assets.
- The Medical College of Wisconsin, Inc. Retirement Plan $2.0B · 6,020
- Froedtert Health, Inc. 403(b) Plan $1.5B · 13,617
- University of Wisconsin Medical Foundation Physicians Retirement Plan $1.1B · 1,679
- Marquette University Retirement Plan $779M · 2,039
- Children's Hospital and Health System Shared Retirement Savings Plan $760M · 5,299
Spooner Health System 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is Employee Benefit Plan of Community Action Corporation of South Texas in TX ($14M); by covered participants it is St. Luke's Foundation, Inc. Retirement Plan in CT (142 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (142 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.