Other · DOL Form 5500 · 2022

Stoughton Hospital Association Retirement Plan

Data updated 2026-08-11

$27M
Total assets
334
Participants
82nd
Percentile by assets
$82,228
Avg per participant
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Official DOL plan name: Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan · Sponsored by Stoughton Hospital Association · Wisconsin · Healthcare & Social Assistance

$27M in assets, 334 participants

Stoughton Hospital Association's Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan reported $27M in total assets and 334 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • 82nd percentile by assets (of 139,126 plans)
  • #16,943 in Healthcare & Social Assistance (20,060 peers)

Where Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan sits by assets

Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan sits in the top quartile of all filed plans by assets, $27M for 334 participants (~$82,228/participant), down 14.9% in 2022.

$27M
total plan assets (2022 EOY)
334
covered participants
82nd
percentile by assets (of 139,126 plans)
$82,228
avg assets per participant

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan vs the 2022 asset distribution

By assets, Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan outranks 82% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$27M
Net Income-$5M
Employer EIN390832914
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stoughton Hospital Association)

$25M$30M$35M$40M 202220232024 $27.5M $38.1M ▲ +38.6%
Total plan assets by year, all Stoughton Hospital Association plans on file
Year Plans Participants Total Assets
2022 1 334 $27M
2023 1 364 $32M
2024 1 384 $38M

Nearby Other Plans in Wisconsin

Peer Other plans, same state, same plan type, ranked by total assets.

Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan vs. nearby Other plans in Wisconsin, assets vs. participants

Stoughton Hospital Association Tax Deferred Annuity 403(b) 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 Stoughton Hospital A…The Medical College …Froedtert Health, In…University of Wiscon…Marquette University…Children's Hospital …
Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan vs. nearby Other plans in Wisconsin, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan by total assets, not by location.

Frequently Asked Questions

How did Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan assets move in 2022?
Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan pulled back noticeably - down 14.9% during 2022, from $32M to $27M. Reported net income was -$5M.
How have Stoughton Hospital Association plan assets changed over time?
Across 3 plan years on file (2022-2024), Stoughton Hospital Association's sponsor-wide assets grew 38.6%, from $27M to $38M.
Where does Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan rank by assets among Form 5500 filers?
Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan ranks in the 82nd 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 Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan?
Among Other plans in other states, the closest by assets is Cascadia Health Retirement Plan in OR ($27M, 754 participants).

Next read for Stoughton Hospital Association Tax Defer…

Scale reading

Ways to act on Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan's numbers.