Money Purchase · DOL Form 5500 · 2022
Marshfield Clinic, Inc. Money Purchase Plan
Data updated 2026-08-25
- $1.3B
- Total assets Very large vs avg
- 8,253
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $160,924
- Avg per participant Above avg balance/head
Official DOL plan name: Employees Retirement Plan of Marshfield Clinic · Sponsored by Marshfield Clinic, Inc. · Wisconsin · Healthcare & Social Assistance
$1.3B in assets, 8,253 participants
Marshfield Clinic, Inc.'s Employees Retirement Plan of Marshfield Clinic reported $1.3B in total assets and 8,253 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #19,938 in Healthcare & Social Assistance (20,060 peers)
Coverage in Wisconsin
Employees Retirement Plan of Marshfield Clinic covers 8,253 participants in Wisconsin, 15x the typical Wisconsin plan (state average ~563 per filing). Assets: $1.3B.
- #19,938
- in Healthcare & Social Assistance (20,060 peers)
- -21.9%
- assets change YoY
- 13×
- vs typical plan assets (national mean)
The plan reported a net loss of $372M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Employees Retirement Plan of Marshfield Clinic's outsized position by total assets
Employees Retirement Plan of Marshfield Clinic vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,328,108,125 Top 1% higher than 99% 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
Employees Retirement Plan of Marshfield Clinic'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. Employees Retirement Plan of Marshfield Clinic lands in the large band (8,253 participants).
Plan-year Form 5500 strip
Filing strip 390452970 · Marshfield Clinic, Inc. PY 2022 · Money Purchase
Employees Retirement Plan of Marshfield Clinic · $1.3B · 8,253 · 99th
- SCH $1.3B
- SCH 8,253
- SCH 99th
- SCH Money Purchase
- SCH near The Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan
- SCH ind #19938
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 →
Employees Retirement Plan of Marshfield Clinic in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $1.7B |
|---|---|
| Net Assets (End of Year) | $1.3B |
| Net Income | -$372M |
| Employer EIN | 390452970 |
| Plan Effective Date | 1944-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Marshfield Clinic, Inc.)
Sponsor-wide plan assets over time
All Marshfield Clinic, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3.1B 6.786339053830599% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 20,155 | $2.9B |
| 2023 | 2 | 20,855 | $3.0B |
| 2024 | 2 | 18,462 | $3.1B |
Nearby Money Purchase Plans in Wisconsin
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Telephone and Data Systems, Inc. Pension Plan $414M · 5,694
- Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan $374M · 1,715
- North Central States Regional Council of Carpenters Supplemental Retirement Plan $235M · 9,656
- Aspirus, Inc. Frozen 401(a) Plan $133M · 2,778
- Wisconsin Glaziers & Glassworkers Money Purchase Fund $67M · 426
Scale composition for Employees Retirement Plan of Marshfield Clinic
Employees Retirement Plan of Marshfield Clinic reports $1.3B in end-of-year assets across 8,253 participants (0.011% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $160,924 per participant (1.2x the national average assets-per-participant) . Net income for plan year 2022 was -$372M.
This plan identity (EIN 390452970, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.3B to $1.3B (-4.7%) while covered participants moved from 8,253 to 8,328 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,253 | $1.3B | This page |
| 2023 | 9,068 | $1.3B | Open filing |
| 2024 · index core | 8,328 | $1.3B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Marshfield Clinic Salary Reduction Plan (401(k), $1.8B, 10,134 participants)
- Employees Retirement Plan of Marshfield Clinic (Money Purchase, $1.3B, 8,328 participants)
Employees Retirement Plan of Marshfield Clinic's out-of-state Money Purchase peers by assets and headcount
Outside Wisconsin, the nearest Money Purchase by assets is The Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan in OH ($1.3B); by covered participants it is South Central Annuity Fund in TX (8,341 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.3B here).
- The Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan (OH) $1.3B · 44,824
- Laborers Annuity Plan for Northern California (CA) $1.4B · 30,063
- Brookhaven Science Associates, LLC Retirement Plan (NY) $1.3B · 2,436
- Electrical Workers Deferred Income Plan Local 103, I.B.E.W. (MA) $1.4B · 8,275
Similar participant headcount
Nearest other-state filings by covered participants (8,253 participants); asset peers above are excluded.
- South Central Annuity Fund (TX) 8,341 · 88 off
- Rhode Island Laborers Annuity Fund (RI) 8,566 · 313 off
- New England Electrical Workers Money Purchase Plan and Trust (CT) 7,904 · 349 off
- The Johns Hopkins University Applied Physics Laboratory Pension Plan a (MD) 8,647 · 394 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.