Other · DOL Form 5500 · 2022

Froedtert Health, Inc Retirement Plan

Data updated 2026-08-25

$123M
Total assets Near avg plan size
1,816
Participants Near avg headcount
94th
Percentile by assets National rank
$67,513
Avg per participant Below avg balance/head
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Official DOL plan name: Froedtert Health, Inc 401(a) Retirement Plan · Sponsored by Froedtert Health, Inc · Wisconsin · Healthcare & Social Assistance

$123M in assets, 1,816 participants

Froedtert Health, Inc's Froedtert Health, Inc 401(a) Retirement Plan reported $123M in total assets and 1,816 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #18,988 in Healthcare & Social Assistance (20,060 peers)

Coverage in Wisconsin

Froedtert Health, Inc 401(a) Retirement Plan covers 1,816 participants in Wisconsin, 3.2x the typical Wisconsin plan (state average ~563 per filing). Assets: $123M.

#18,988
in Healthcare & Social Assistance (20,060 peers)
+15.5%
assets growth YoY
1.2×
vs typical plan assets (national mean)

The plan reported a net loss of $30M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Froedtert Health, Inc 401(a) Retirement Plan's outsized position by total assets

Froedtert Health, Inc 401(a) Retirement Plan vs every filed plan by assets

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

$122,603,879 Top 6% higher than 94% 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

Froedtert Health, Inc 401(a) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Froedtert Health, Inc 401(a) Retirement Plan lands in the large band (1,816 participants).

Plan-year Form 5500 strip

Filing strip 392014409 · Froedtert Health, Inc PY 2022 · Other

Froedtert Health, Inc 401(a) Retirement Plan · $123M · 1,816 · 94th

  • TYPE $123M
  • TYPE 1,816
  • TYPE 94th
  • TYPE Other
  • TYPE near High Point University Retirement Plan
  • TYPE ind #18988

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 Health, Inc 401(a) Retirement Plan in the asset neighbourhood

Lipscomb University Defined Contribution Retirement PlanLipscomb University Defined …$123MHigh Point University Retirement PlanHigh Point University Retire…$123MFroedtert Health, Inc 401(a) Retirement PlanFroedtert Health, Inc 401(a)…$123MHebrew Seniorlife Employee Savings PlanHebrew Seniorlife Employee S…$122MNorc, Inc. Supplemental Retirement PlanNorc, Inc. Supplemental Reti…$122M
End-of-year total assets ($M) among Froedtert Health, Inc 401(a) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$106M
Net Assets (End of Year)$123M
Net Income-$30M
Employer EIN392014409
Plan Effective Date2001-02-01
Filing StatusFILING 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
$1.8B$2B$2.2B$2.4B$2.6B 202220232024 $1.87B $2.53B ▲ +35.3%
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.

Froedtert Health, Inc 401(a) Retirement Plan vs. nearby Other plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 050001000015000 00.511.522.5 Total assets ($B) Participants Froedtert Health, Inc 401(a) Retirement Plan, Total assets ($B): 0.122603879 · Participants: 1816Froedtert Health, Inc 401(a) Retirement PlanThe Medical College of Wisconsin, Inc. Retirement Plan, Total assets ($B): 2.017144493 · Participants: 6020The Medical College of Wisconsin, Inc. Retirement PlanFroedtert Health, Inc. 403(b) Plan, Total assets ($B): 1.525928324 · Participants: 13617Froedtert Health, Inc. 403(b) PlanUniversity of Wisconsin Medical Foundation Physicians Retirement Plan, Total assets ($B): 1.081877556 · Participants: 1679University of Wisconsin Medical Foundation Physicians Retirement PlanMarquette University Retirement Plan, Total assets ($B): 0.77906567 · Participants: 2039Marquette University Retirement PlanChildren's Hospital and Health System Shared Retirement Savings Plan, Total assets ($B): 0.760032545 · Participants: 5299Children's Hospital and Health System Shared Retirement Savings Plan
Froedtert Health, Inc 401(a) Retirement Plan vs. nearby Other plans in Wisconsin, assets vs. participants
Compare Froedtert Health, Inc 401(a) Retirement Plan side-by-side with 3 peers →

Froedtert Health, Inc 401(a) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Wisconsin, the nearest Other by assets is High Point University Retirement Plan in NC ($123M); by covered participants it is Shepherd Center 403(b) Retirement Savings Plan in GA (1,816 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($123M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,816 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 Froedtert Health, Inc 401(a) Retirement Plan assets move in 2022? ▼
Froedtert Health, Inc 401(a) Retirement Plan grew sharply - up 15.5% during 2022, from $106M to $123M. Reported net income was -$30M.
How have Froedtert Health, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Froedtert Health, Inc's sponsor-wide assets grew 35.5%, from $1.9B to $2.5B.
Where does Froedtert Health, Inc 401(a) Retirement Plan rank by assets among Form 5500 filers? ▼
Froedtert Health, Inc 401(a) Retirement Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Froedtert Health, Inc 401(a) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is High Point University Retirement Plan in NC ($123M, 826 participants).
Which Other plans cover a similar participant headcount to Froedtert Health, Inc 401(a) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Shepherd Center 403(b) Retirement Savings Plan in GA (1,816 participants, $168M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 392014409.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.