401(k) · DOL Form 5500 · 2022

University of Wisconsin Medical Foundation, Inc 401(k) Plan

Data updated 2026-08-11

$567M
Total assets: 2,936
Participants: 98th
Percentile by assets: $193,092
Avg per participant

Official DOL plan name: University of Wisconsin Medical Foundation, Inc Employees 401(k)/Profit Sharing Plan · Sponsored by University of Wisconsin Medical Foundation, Inc · Wisconsin · Healthcare & Social Assistance

$567M in assets, 2,936 participants

University of Wisconsin Medical Foundation, Inc's University of Wisconsin Medical Foundation, Inc Employees 401(k)/Profit Sharing Plan reported $567M in total assets and 2,936 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

98th percentile by assets (of 139,126 plans)
#19,723 in Healthcare & Social Assistance (20,060 peers)

Coverage in Wisconsin

University of Wisconsin Medical Foundation, Inc Employees 401(k)/Profit Sharing Plan covers 2,936 participants in Wisconsin, 5.2x the typical Wisconsin plan (state average ~563 per filing). Assets: $567M.

$567M
total plan assets (2022 EOY): 2,936
covered participants: 98th
percentile by assets (of 139,126 plans): $193,092
avg assets per participant

The plan reported a net loss of $109M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State

Wisconsin

Industry

Healthcare & Social Assistance

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 563 participants across 2,940 plans. University of Wisconsin Medical Foundation, Inc Employees 401(k)/Profit Sharing Plan reports 2,936 participants - 5.2x that state average ($567M EOY assets).

Wisconsin filing particulars

Total Assets (Beginning of Year)	$676M
Net Assets (End of Year)	$567M
Net Income	-$109M
Employer EIN	391824445
Plan Effective Date	1997-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (University of Wisconsin Medical Foundation, Inc)

Total plan assets by year, all University of Wisconsin Medical Foundation, Inc plans on file

Year	Plans	Participants	Total Assets
2022	2	4,615	$1.6B
2023	2	4,729	$1.9B
2024	2	5,337	$2.2B

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

University of Wisconsin Medical Foundation, Inc Employees 401(k)/Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

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

Compare University of Wisconsin Medical Foundati… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to University of Wisconsin Medical Foundation, Inc Employees 401(k)/Profit Sharing Plan by total assets, not by location.

Cornerstone Building Brands 401(k) Profit Sharing Plan (TX) $567M · 16,000
Sinclair Broadcast Group, Inc. 401(k) Retirement Savings Plan (MD) $567M · 8,536
Selective Insurance Retirement Savings Plan (NJ) $567M · 2,470
The Savings and Profit Sharing Plan for Employees of Shelter Insurance Company (MO) $568M · 2,039

Frequently Asked Questions

How did University of Wisconsin Medical Foundation, Inc Employees 401(k)/Profit Sharing Plan assets move in 2022? ▼

University of Wisconsin Medical Foundation, Inc Employees 401(k)/Profit Sharing Plan declined sharply - down 16.1% during 2022, from $676M to $567M. Reported net income was -$109M.

How have University of Wisconsin Medical Foundation, Inc plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), University of Wisconsin Medical Foundation, Inc's sponsor-wide assets grew 32.8%, from $1.6B to $2.2B.

Where does University of Wisconsin Medical Foundation, Inc Employees 401(k)/Profit Sharing Plan rank by assets among Form 5500 filers? ▼

University of Wisconsin Medical Foundation, Inc Employees 401(k)/Profit Sharing Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to University of Wisconsin Medical Foundation, Inc Employees 401(k)/Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Cornerstone Building Brands 401(k) Profit Sharing Plan in TX ($567M, 16,000 participants).

Next read for University of Wisconsin Medical Foundati…

Filing takeaways

Ways to act on University of Wisconsin Medical Foundation, Inc Employees 401(k)/Profit Sharing Plan's numbers.

By total assets, University of Wisconsin Medical Foundation, Inc Employees 401(k)/Profit Sharing Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
University of Wisconsin Medical Foundation, Inc's sponsor-wide assets have grown 32.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

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 391824445.