Other · DOL Form 5500 · 2022
Froedtert Health, Inc. Retirement Plan
Data updated 2026-08-25
- $55M
- Total assets Below avg plan size
- 358
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $154,957
- Avg per participant Above avg balance/head
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.
- #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.
- #18,155
- in Healthcare & Social Assistance (20,060 peers)
- -22.5%
- assets change YoY
- 0.6×
- vs typical plan assets (national mean)
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.
Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift 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. Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan sits mid-pack in the medium band (358 participants).
EBSA filing schedule strip
Filing strip 392014409 · Froedtert Health, Inc. PY 2022 · Other
Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan · $55M · 358 · 89th
- VS-ST $55M
- BOY 358
- SCH 89th
- EBSA Other
- PART near San Francisco Museum of Modern Art Retirement Plan
- TYPE ind #18155
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 Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $72M |
|---|---|
| Net Assets (End of Year) | $55M |
| Net Income | -$14M |
| Employer EIN | 392014409 |
| Plan Effective Date | 1986-05-01 |
| 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
- 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
Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan's out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is San Francisco Museum of Modern Art Retirement Plan in CA ($55M); by covered participants it is Charles R. Drew University Defined Contribution Plan in CA (358 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($55M here).
Similar participant headcount
Nearest other-state filings by covered participants (358 participants); asset peers above are excluded.
- Charles R. Drew University Defined Contribution Plan (CA) 358 · 0 off
- Weta 403(b) Tax Deferred Savings Plan (VA) 358 · 0 off
- Casey Family Programs 403(b) Plan (WA) 358 · 0 off
- Good Shepherd Home 403b Savings Retirement Plan (OH) 358 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.