Other · DOL Form 5500 · 2022
Stoughton Hospital Association Retirement Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 334
- Participants Below avg headcount
- 82nd
- Percentile by assets National rank
- $82,228
- Avg per participant Below avg balance/head
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.
- #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.
- #16,943
- in Healthcare & Social Assistance (20,060 peers)
- -14.9%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
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's outsized position by total assets
Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$27,464,079 Top 18% higher than 82% 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
Stoughton Hospital Association Tax Deferred Annuity 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. Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan sits mid-pack in the medium band (334 participants).
Form 5500 schedule snapshot
Filing strip 390832914 · Stoughton Hospital Association PY 2022 · Other
Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan · $27M · 334 · 82nd
- BOOK $27M
- VS-ST 334
- BOY 82nd
- SCH Other
- EBSA near Cascadia Health Retirement Plan
- PART ind #16943
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 →
Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | -$5M |
| Employer EIN | 390832914 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Stoughton Hospital Association)
Sponsor-wide plan assets over time
All Stoughton Hospital Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $38M 38.56169726281372% vs 2022
- 2024 filing year
| 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.
- 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
Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is Cascadia Health Retirement Plan in OR ($27M); by covered participants it is 403b Thrift Plan for Employees of Methodist Home for Children in NC (334 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
- Cascadia Health Retirement Plan (OR) $27M · 754
- French International School 403(b) Retirement Plan (MD) $27M · 226
- Wilson College Defined Contribution Retirement Plan (PA) $27M · 166
- Clinica Family Health 403(b) Plan (CO) $27M · 603
Similar participant headcount
Nearest other-state filings by covered participants (334 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.