401(k) · DOL Form 5500 · 2022

Hegg Memorial Health Center 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
233
Participants Below avg headcount
58th
Percentile by assets National rank
$30,928
Avg per participant Low balance/head
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Official DOL plan name: Hegg Memorial Health Center Retirement Plan · Sponsored by Hegg Memorial Health Center · Wisconsin · Healthcare & Social Assistance

$7M in assets, 233 participants

Hegg Memorial Health Center's Hegg Memorial Health Center Retirement Plan reported $7M in total assets and 233 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.

  • #12,825 in Healthcare & Social Assistance (20,060 peers)

Coverage in Wisconsin

Hegg Memorial Health Center Retirement Plan covers 233 participants in Wisconsin, about 41% of the average Wisconsin filer (state average ~563 per filing). Assets: $7M.

#12,825
in Healthcare & Social Assistance (20,060 peers)
-21.8%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hegg Memorial Health Center Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Hegg Memorial Health Center Retirement Plan vs every filed plan by assets

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

$7,206,140 Top 42% higher than 58% of 139,123 filed plans

This plan $0 $2,050,000,000 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

Hegg Memorial Health Center Retirement 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. Hegg Memorial Health Center Retirement Plan sits mid-pack in the medium band (233 participants).

Published 5500 schedule card

Filing strip 420932564 · Hegg Memorial Health Center PY 2022 · 401(k)

Hegg Memorial Health Center Retirement Plan · $7M · 233 · 58th

  • BOOK $7M
  • VS-ST 233
  • BOY 58th
  • SCH 401(k)
  • EBSA near Cpr Advisor K Mep Fiduciary Wise LLC
  • PART ind #12825

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 →

Hegg Memorial Health Center Retirement Plan in the asset neighbourhood

Hegg Memorial Health Center Retirement PlanHegg Memorial Health Center …$7MCpr Advisor K Mep Fiduciary Wise LLCCpr Advisor K Mep Fiduciary …$7MDennison Lubricants 401(k) PlanDennison Lubricants 401(k) P…$7MMedley Partners Management 401(k) and Profit Sharing PlanMedley Partners Management 4…$7MMm USA 401(k) Plan$7M
End-of-year total assets ($M) among Hegg Memorial Health Center Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$7M
Net Income-$2M
Employer EIN420932564
Plan Effective Date1999-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hegg Memorial Health Center)

Sponsor-wide plan assets over time

All Hegg Memorial Health Center plans reported in each filing year

Latest sponsor-wide plan assets
$10M 39.1398585095488% vs 2022
2024 filing year
$6M$7M$8M$9M$10M$11M 202220232024 $7.21M $10M ▲ +39.1%
Year Plans Participants Total Assets
2022 1 233 $7M
2023 1 213 $9M
2024 1 215 $10M

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Hegg Memorial Health Center Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Hegg Memorial Health Center Retirement Plan, Total assets ($B): 0.00720614 · Participants: 233Hegg Memorial Health Center Retirement PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Hegg Memorial Health Center Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Hegg Memorial Health Center Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Cpr Advisor K Mep Fiduciary Wise LLC in AZ ($7M); by covered participants it is Oak Ridge 401(k) Plan in IN (233 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (233 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.

Frequently Asked Questions

How did Hegg Memorial Health Center Retirement Plan assets move in 2022?
Hegg Memorial Health Center Retirement Plan declined sharply - down 21.8% during 2022, from $9M to $7M. Reported net income was -$2M.
How have Hegg Memorial Health Center plan assets changed over time?
Across 3 plan years on file (2022-2024), Hegg Memorial Health Center's sponsor-wide assets grew 39.1%, from $7M to $10M.
Which 401(k) plans are similar in size to Hegg Memorial Health Center Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Cpr Advisor K Mep Fiduciary Wise LLC in AZ ($7M, 842 participants).
Which 401(k) plans cover a similar participant headcount to Hegg Memorial Health Center Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Oak Ridge 401(k) Plan in IN (233 participants, $7M in assets).