Other · DOL Form 5500 · 2022
Society's Assets, Inc. Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 37
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $86,443
- Avg per participant Below avg balance/head
Official DOL plan name: 403(b) Thrift Plan of Society's Assets, Inc. · Sponsored by Society's Assets, Inc. · Wisconsin · Healthcare & Social Assistance
$3M in assets, 37 participants
Society's Assets, Inc.'s 403(b) Thrift Plan of Society's Assets, Inc. reported $3M in total assets and 37 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.
- #9,152 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
403(b) Thrift Plan of Society's Assets, Inc. declined sharply 17.3% in 2022 ($4M → $3M) for 37 participants.
- #9,152
- in Healthcare & Social Assistance (20,060 peers)
- -17.3%
- assets change YoY
The plan reported a net loss of $667K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
403(b) Thrift Plan of Society's Assets, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers
403(b) Thrift Plan of Society's Assets, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,198,382 42nd percentile higher than 42% 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
403(b) Thrift Plan of Society's Assets, Inc. among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Thrift Plan of Society's Assets, Inc. is a small filing (37 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 237417643 · Society's Assets, Inc. PY 2022 · Other
403(b) Thrift Plan of Society's Assets, Inc. · $3M · 37 · 42nd
- VS-ST $3M
- VS-ST 37
- VS-ST 42nd
- VS-ST Other
- VS-ST near National Forest Foundation Defined Contribution Retirement Plan
- VS-ST ind #9152
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 →
403(b) Thrift Plan of Society's Assets, Inc. in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$667K |
| Employer EIN | 237417643 |
| Plan Effective Date | 2008-10-01 |
| Filing Status | FILING RECEIVED |
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
403(b) Thrift Plan of Society's Assets, Inc.'s out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is National Forest Foundation Defined Contribution Retirement Plan in MT ($3M); by covered participants it is Northeast Youth & Family Services 401(k) Plan in MN (37 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (37 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.