401(k) · DOL Form 5500 · 2022

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

Data updated 2026-08-25

$567M
Total assets Above avg plan size
2,936
Participants Above avg headcount
98th
Percentile by assets National rank
$193,092
Avg per participant Above avg balance/head
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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.

  • #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.

#19,723
in Healthcare & Social Assistance (20,060 peers)
-16.1%
assets change YoY
5.7×
vs typical plan assets (national mean)

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.

University of Wisconsin Medical Foundation, Inc Employees 401(k)/Profit Sharing Plan's outsized position by total assets

University of Wisconsin Medical Foundation, Inc Employees 401(k)/Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$566,919,439 Top 2% higher than 98% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

University of Wisconsin Medical Foundation, Inc Employees 401(k)/Profit Sharing Plan'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. University of Wisconsin Medical Foundation, Inc Employees 401(k)/Profit Sharing Plan lands in the large band (2,936 participants).

DOL schedule card

Filing strip 391824445 · University of Wisconsin Medical Foundation, Inc PY 2022 · 401(k)

University of Wisconsin Medical Foundation, Inc Employees 401(k)/Profit Sharing Plan · $567M · 2,936 · 98th

  • RANK $567M
  • RANK 2,936
  • RANK 98th
  • RANK 401(k)
  • RANK near Cornerstone Building Brands 401(k) Profit Sharing Plan
  • RANK ind #19723

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 →

University of Wisconsin Medical Foundation, Inc Employees 401(k)/Profit Sharing Plan in the asset neighbourhood

The Savings and Profit Sharing Plan for Employees of Shelter Insurance CompanyThe Savings and Profit Shari…$568MUniversity of Wisconsin Medical Foundation, Inc Employees 401(k)/Profit Sharing PlanUniversity of Wisconsin Medi…$567MCornerstone Building Brands 401(k) Profit Sharing PlanCornerstone Building Brands …$567MSinclair Broadcast Group, Inc. 401(k) Retirement Savings PlanSinclair Broadcast Group, In…$567MSelective Insurance Retirement Savings PlanSelective Insurance Retireme…$567M
End-of-year total assets ($M) among University of Wisconsin Medical Foundation, Inc Employees 401(k)/Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$676M
Net Assets (End of Year)$567M
Net Income-$109M
Employer EIN391824445
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All University of Wisconsin Medical Foundation, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$2.2B 32.83534156368353% vs 2022
2024 filing year
$1.4B$1.6B$1.8B$2B$2.2B$2.4B 202220232024 $1.65B $2.19B ▲ +32.7%
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 Scatter plot of 6 data points. 0100002000030000 0246 Total assets ($B) Participants University of Wisconsin Medical Foundation, Inc Employees 401(k)/Profit Sharing Plan, Total assets ($B): 0.566919439 · Participants: 2936University of Wisconsin Medical Foundation, Inc Employees 401(k)/Profit Sharing PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
University of Wisconsin Medical Foundation, Inc Employees 401(k)/Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare University of Wisconsin Medical Foundation, Inc Employees 401(k)/Profit Sharing Plan side-by-side with 3 peers →

University of Wisconsin Medical Foundation, Inc Employees 401(k)/Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Cornerstone Building Brands 401(k) Profit Sharing Plan in TX ($567M); by covered participants it is Blue Bell Creameries, Inc. 401(k) Plan in TX (2,937 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,936 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.

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).
Which 401(k) plans cover a similar participant headcount to University of Wisconsin Medical Foundation, Inc Employees 401(k)/Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Blue Bell Creameries, Inc. 401(k) Plan in TX (2,937 participants, $152M in assets).

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.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.