Other · DOL Form 5500 · 2022
Ladd Memorial Hospital Dba Osceola Medical Center Retirement Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 213
- Participants Below avg headcount
- 70th
- Percentile by assets National rank
- $60,282
- Avg per participant Low balance/head
Official DOL plan name: Osceola Medical Center 403(b) Tax Deferred Annuity Plan · Sponsored by Ladd Memorial Hospital Dba Osceola Medical Center · Wisconsin · Healthcare & Social Assistance
$13M in assets, 213 participants
Ladd Memorial Hospital Dba Osceola Medical Center's Osceola Medical Center 403(b) Tax Deferred Annuity Plan reported $13M in total assets and 213 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.
- #14,980 in Healthcare & Social Assistance (20,060 peers)
Coverage in Wisconsin
Osceola Medical Center 403(b) Tax Deferred Annuity Plan covers 213 participants in Wisconsin, about 38% of the average Wisconsin filer (state average ~563 per filing). Assets: $13M.
- #14,980
- in Healthcare & Social Assistance (20,060 peers)
- -13.6%
- 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.
Osceola Medical Center 403(b) Tax Deferred Annuity Plan's outsized position by total assets
Osceola Medical Center 403(b) Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$12,840,114 Top 30% higher than 70% 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
Osceola Medical Center 403(b) Tax Deferred Annuity 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. Osceola Medical Center 403(b) Tax Deferred Annuity Plan sits mid-pack in the medium band (213 participants).
EBSA filing schedule strip
Filing strip 390773970 · Ladd Memorial Hospital Dba Osceola Medical Center PY 2022 · Other
Osceola Medical Center 403(b) Tax Deferred Annuity Plan · $13M · 213 · 70th
- IND $13M
- IND 213
- IND 70th
- IND Other
- IND near Easter Seals Delaware & Marylands Eastern Shore Retirement Plan
- IND ind #14980
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 →
Osceola Medical Center 403(b) Tax Deferred Annuity Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | -$2M |
| Employer EIN | 390773970 |
| Plan Effective Date | 1992-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ladd Memorial Hospital Dba Osceola Medical Center)
Sponsor-wide plan assets over time
All Ladd Memorial Hospital Dba Osceola Medical Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 35.452154085236316% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 213 | $13M |
| 2023 | 1 | 251 | $15M |
| 2024 | 1 | 300 | $17M |
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
Osceola Medical Center 403(b) Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is Easter Seals Delaware & Marylands Eastern Shore Retirement Plan in DE ($13M); by covered participants it is Northwood Children's Home Society, Inc. 403(b) Tax Sheltered Annuity Plan in MN (213 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (213 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.