Other · DOL Form 5500 · 2022

Froedtert Health, Inc. Retirement Plan

Data updated 2026-08-11

$55M
Total assets
358
Participants
89th
Percentile by assets
$154,957
Avg per participant
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Official DOL plan name: Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan · Sponsored by Froedtert Health, Inc. · Wisconsin · Healthcare & Social Assistance

$55M in assets, 358 participants

Froedtert Health, Inc.'s Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan reported $55M in total assets and 358 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • 89th percentile by assets (of 139,126 plans)
  • #18,155 in Healthcare & Social Assistance (20,060 peers)

Where Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan sits by assets

Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan sits in the top quartile of all filed plans by assets, $55M for 358 participants (~$154,957/participant), down 22.5% in 2022.

$55M
total plan assets (2022 EOY)
358
covered participants
89th
percentile by assets (of 139,126 plans)
$154,957
avg assets per participant

The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan sits by total assets

Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$55,474,778 Top 11% higher than 89% of 139,123 filed plans

This plan $0 $2,010,000,000 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 2022

State
Wisconsin
Industry
Healthcare & Social Assistance

Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan vs the 2022 asset distribution

By assets, Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan outranks 89% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$72M
Net Assets (End of Year)$55M
Net Income-$14M
Employer EIN392014409
Plan Effective Date1986-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Froedtert Health, Inc.)

$1.8B$2B$2.2B$2.4B$2.6B 202220232024 $1.87B $2.53B ▲ +35.3%
Total plan assets by year, all Froedtert Health, Inc. plans on file
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.

Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan vs. nearby Other plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Froedtert Memorial L…, Total assets ($B): 0.055474778 · Participants: 358Froedtert Memorial L…The Medical College …, Total assets ($B): 2.017144493 · Participants: 6020The Medical College …Froedtert Health, In…, Total assets ($B): 1.525928324 · Participants: 13617Froedtert Health, In…University of Wiscon…, Total assets ($B): 1.081877556 · Participants: 1679University of Wiscon…Marquette University…, Total assets ($B): 0.77906567 · Participants: 2039Marquette University…Children's Hospital …, Total assets ($B): 0.760032545 · Participants: 5299Children's Hospital …
Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan vs. nearby Other plans in Wisconsin, assets vs. participants
Compare Froedtert Memorial Lutheran Hospital/Fro… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan by total assets, not by location.

Frequently Asked Questions

How did Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan assets move in 2022? ▼
Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan declined sharply - down 22.5% during 2022, from $72M to $55M. Reported net income was -$14M.
How have Froedtert Health, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Froedtert Health, Inc.'s sponsor-wide assets grew 35.5%, from $1.9B to $2.5B.
Where does Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan rank by assets among Form 5500 filers? ▼
Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan? ▼
Among Other plans in other states, the closest by assets is San Francisco Museum of Modern Art Retirement Plan in CA ($55M, 483 participants).

Next read for Froedtert Memorial Lutheran Hospital/Fro…

Scale reading

Ways to act on Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 392014409.

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.