401(k) · DOL Form 5500 · 2022
Marshfield Clinic, Inc. 401(k) Plan
Data updated 2026-08-25
- $1.5B
- Total assets Very large vs avg
- 11,902
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $129,249
- Avg per participant Near avg balance/head
Official DOL plan name: Marshfield Clinic Salary Reduction Plan · Sponsored by Marshfield Clinic, Inc. · Wisconsin · Healthcare & Social Assistance
$1.5B in assets, 11,902 participants
Marshfield Clinic, Inc.'s Marshfield Clinic Salary Reduction Plan reported $1.5B in total assets and 11,902 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.
- #19,955 in Healthcare & Social Assistance (20,060 peers)
Coverage in Wisconsin
Marshfield Clinic Salary Reduction Plan covers 11,902 participants in Wisconsin, 21x the typical Wisconsin plan (state average ~563 per filing). Assets: $1.5B.
- #19,955
- in Healthcare & Social Assistance (20,060 peers)
- -17.3%
- assets change YoY
- 15×
- vs typical plan assets (national mean)
The plan reported a net loss of $322M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Marshfield Clinic Salary Reduction Plan's outsized position by total assets
Marshfield Clinic Salary Reduction Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,538,321,646 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
Marshfield Clinic Salary Reduction Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Marshfield Clinic Salary Reduction Plan is a mega filing (11,902 participants), the rightmost band on the breakdown.
DOL schedule card
Filing strip 390452970 · Marshfield Clinic, Inc. PY 2022 · 401(k)
Marshfield Clinic Salary Reduction Plan · $1.5B · 11,902 · 99th
- NET $1.5B
- NET 11,902
- NET 99th
- NET 401(k)
- NET near Juniper Networks, Inc. 401(k) Plan
- NET ind #19955
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 →
Marshfield Clinic Salary Reduction Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $1.9B |
|---|---|
| Net Assets (End of Year) | $1.5B |
| Net Income | -$322M |
| Employer EIN | 390452970 |
| Plan Effective Date | 1985-01-01 |
| 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 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Johnson Controls Retirement Savings and Investment Plan $5.5B · 28,701
- Fiserv 401(k) Savings Plan $4.3B · 26,610
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.0B · 11,034
- Rockwell Automation Retirement Savings Plan $3.2B · 8,032
- Nm Employee Savings Plan $2.4B · 7,423
Scale composition for Marshfield Clinic Salary Reduction Plan
Marshfield Clinic Salary Reduction Plan reports $1.5B in end-of-year assets across 11,902 participants (0.012% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.013% of 93,925,755 covered participants) - about $129,249 per participant (94% of the national average assets-per-participant) . Net income for plan year 2022 was -$322M.
This plan identity (EIN 390452970, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.5B to $1.8B (+16.7%) while covered participants moved from 11,902 to 10,134 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 11,902 | $1.5B | This page |
| 2023 | 11,787 | $1.7B | Open filing |
| 2024 · index core | 10,134 | $1.8B | 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)
Marshfield Clinic Salary Reduction Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Juniper Networks, Inc. 401(k) Plan in CA ($1.5B); by covered participants it is Rollins 401(k) Savings Plan in GA (11,914 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.5B here).
- Juniper Networks, Inc. 401(k) Plan (CA) $1.5B · 4,486
- The Ametek Retirement and Savings Plan (PA) $1.5B · 8,263
- International Paper Company Hourly Savings Plan (TN) $1.5B · 20,209
- Pitney Bowes Inc. 401(k) Plan (CT) $1.5B · 9,747
Similar participant headcount
Nearest other-state filings by covered participants (11,902 participants); asset peers above are excluded.
- Rollins 401(k) Savings Plan (GA) 11,914 · 12 off
- Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan (SC) 11,881 · 21 off
- Xerox Corporation Savings Plan (CT) 11,876 · 26 off
- Tiaa Code Section 401(k) Plan (NY) 11,872 · 30 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.