UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION, INC EMPLOYEES 401(K)/PROFIT SHARING PLAN

Reviewed byPlainRetire Editorial, Retirement Plans Editorial Team · June 7, 2026

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION, INC

This 401(k) plan holds $567M in total assets and serves 2,936 participants as of 2022. It is sponsored by UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION, INC in Wisconsin. The plan reported a net loss of $109M for the year.

Total Assets (2023)

$567M

Participants

2,936

State

Wisconsin

Industry

Healthcare & Social Assistance

What the Filing Says About UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION, INC EMPLOYEES 401(K)/PROFIT SHARING PLAN

UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION, INC EMPLOYEES 401(K)/PROFIT SHARING PLAN is a 401(k) retirement plan sponsored by UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION, INC, headquartered in Wisconsin. As of the 2022 Form 5500 filing, the plan reports $567M in total end-of-year assets and covers 2,936 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 391824445, and the plan has been effective since 1997-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $676M at the beginning of 2022 to $567M at year-end — a decline of 16.1%. Net assets (after liabilities) closed the year at $567M, with reported net income of $-108,589,637 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)	$676M
Total Assets (End of Year)	$567M
Net Assets (End of Year)	$567M
Net Income	$-108,589,637
Plan Type	401(k)
Employer EIN	391824445
Plan Effective Date	1997-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION, INC)

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

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Frequently Asked Questions

How much money is in the UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION, INC EMPLOYEES 401(K)/PROFIT SHARING PLAN? ▼

As of the 2022 Form 5500 filing, UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION, INC EMPLOYEES 401(K)/PROFIT SHARING PLAN holds $567M in total assets with 2,936 participants. It is sponsored by UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION, INC.

What type of plan is UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION, INC EMPLOYEES 401(K)/PROFIT SHARING PLAN? ▼

UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION, INC EMPLOYEES 401(K)/PROFIT SHARING PLAN is a 401(k) plan. It has been effective since 1997-01-01. The plan is filed with the U.S. Department of Labor under EIN 391824445.

Who sponsors the UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION, INC EMPLOYEES 401(K)/PROFIT SHARING PLAN? ▼

UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION, INC EMPLOYEES 401(K)/PROFIT SHARING PLAN is sponsored by UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION, INC, located in Wisconsin. The sponsor's EIN is 391824445 and the plan operates in the Healthcare & Social Assistance industry.

How did UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION, INC EMPLOYEES 401(K)/PROFIT SHARING PLAN perform in 2022? ▼

UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION, INC EMPLOYEES 401(K)/PROFIT SHARING PLAN declined by 16.1% during 2022, moving from $676M to $567M in total assets. Net income was $-108,589,637.

Where can I find official filings for UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION, INC EMPLOYEES 401(K)/PROFIT SHARING PLAN? ▼

Official Form 5500 filings for UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION, INC EMPLOYEES 401(K)/PROFIT SHARING PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 391824445 or plan name at efast.dol.gov.

How does UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION, INC EMPLOYEES 401(K)/PROFIT SHARING PLAN compare to other plans? ▼

You can compare UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION, INC EMPLOYEES 401(K)/PROFIT SHARING PLAN against other 401(k) plans on the plan type page, or view plans in Wisconsin on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.