Other · DOL Form 5500 · 2022
Froedtert Health, Inc. Retirement Plan
Data updated 2026-08-25
- $1.5B
- Total assets Very large vs avg
- 13,617
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $112,061
- Avg per participant Below avg balance/head
Official DOL plan name: Froedtert Health, Inc. 403(b) Plan · Sponsored by Froedtert Health, Inc. · Wisconsin · Healthcare & Social Assistance
$1.5B in assets, 13,617 participants
Froedtert Health, Inc.'s Froedtert Health, Inc. 403(b) Plan reported $1.5B in total assets and 13,617 participants in its 2022 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.
- #19,953 in Healthcare & Social Assistance (20,060 peers)
Coverage in Wisconsin
Froedtert Health, Inc. 403(b) Plan covers 13,617 participants in Wisconsin, 24x the typical Wisconsin plan (state average ~563 per filing). Assets: $1.5B.
- #19,953
- in Healthcare & Social Assistance (20,060 peers)
- -4.6%
- assets change YoY
- 15×
- vs typical plan assets (national mean)
The plan reported a net loss of $141M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Froedtert Health, Inc. 403(b) Plan's outsized position by total assets
Froedtert Health, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,525,928,324 Top 1% higher than 99% 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
Froedtert Health, Inc. 403(b) Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Froedtert Health, Inc. 403(b) Plan is a mega filing (13,617 participants), the rightmost band on the breakdown.
DOL schedule card
Filing strip 392014409 · Froedtert Health, Inc. PY 2022 · Other
Froedtert Health, Inc. 403(b) Plan · $1.5B · 13,617 · 99th
- BOY $1.5B
- SCH 13,617
- EBSA 99th
- PART Other
- TYPE near Consolidated 403(b) Plan of Hackensack Meridian Health
- NET ind #19953
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 →
Froedtert Health, Inc. 403(b) Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $1.6B |
|---|---|
| Net Assets (End of Year) | $1.5B |
| Net Income | -$141M |
| Employer EIN | 392014409 |
| Plan Effective Date | 2001-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Froedtert Health, Inc.)
Sponsor-wide plan assets over time
All Froedtert Health, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.5B 35.52804129171744% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 5 | 16,168 | $1.9B |
| 2023 | 5 | 18,201 | $2.2B |
| 2024 | 5 | 18,332 | $2.5B |
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
- 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
- Aspirus, Inc. Retirement Plan $668M · 10,709
Scale composition for Froedtert Health, Inc. 403(b) Plan
Froedtert Health, Inc. 403(b) Plan reports $1.5B in end-of-year assets across 13,617 participants (0.012% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.014% of 93,925,755 covered participants) - about $112,061 per participant (81% of the national average assets-per-participant) . Net income for plan year 2022 was -$141M.
This plan identity (EIN 392014409, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.5B to $2.2B (+42.8%) while covered participants moved from 13,617 to 15,736 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 13,617 | $1.5B | This page |
| 2023 | 15,352 | $1.9B | Open filing |
| 2024 · index core | 15,736 | $2.2B | Open filing |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- Froedtert Health, Inc. 403(b) Plan (Other, $2.2B, 15,736 participants)
- Froedtert Health, Inc 401(a) Retirement Plan (Other, $126M, 1,993 participants)
- Community Memorial Hospital Retirement Plan (Defined Benefit (Pension), $117M, 304 participants)
Froedtert Health, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is Consolidated 403(b) Plan of Hackensack Meridian Health in NJ ($1.6B); by covered participants it is Legacy Health 403(b) Plan in OR (13,568 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.5B here).
- Consolidated 403(b) Plan of Hackensack Meridian Health (NJ) $1.6B · 18,619
- The University of Chicago Supplemental Retirement Plan (IL) $1.5B · 7,855
- Christiana Care 403(b) Plan (DE) $1.5B · 13,222
- The Tax Sheltered Annuity Plan of Texas Children's Hospital (TX) $1.5B · 14,185
Similar participant headcount
Nearest other-state filings by covered participants (13,617 participants); asset peers above are excluded.
- Legacy Health 403(b) Plan (OR) 13,568 · 49 off
- Lehigh Valley Health Network, Inc. 403(b) Savings Plan (PA) 13,552 · 65 off
- Nyu Langone Hospitals 403(b) Plan (NY) 13,774 · 157 off
- Beth Israel Deaconess Medical Center Voluntary 403(b) Plan (MA) 13,317 · 300 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.