Other · DOL Form 5500 · 2022
University of Wisconsin Medical Foundation, Inc. Retirement Plan
Data updated 2026-08-25
- $1.1B
- Total assets Very large vs avg
- 1,679
- Participants Near avg headcount
- 99th
- Percentile by assets National rank
- $644,358
- Avg per participant High balance/head
Official DOL plan name: University of Wisconsin Medical Foundation Physicians Retirement Plan · Sponsored by University of Wisconsin Medical Foundation, Inc. · Wisconsin · Healthcare & Social Assistance
$1.1B in assets, 1,679 participants
University of Wisconsin Medical Foundation, Inc.'s University of Wisconsin Medical Foundation Physicians Retirement Plan reported $1.1B in total assets and 1,679 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.
- #19,899 in Healthcare & Social Assistance (20,060 peers)
Coverage in Wisconsin
University of Wisconsin Medical Foundation Physicians Retirement Plan covers 1,679 participants in Wisconsin, 3.0x the typical Wisconsin plan (state average ~563 per filing). Assets: $1.1B.
- #19,899
- in Healthcare & Social Assistance (20,060 peers)
- -17.5%
- assets change YoY
- 11×
- vs typical plan assets (national mean)
The plan reported a net loss of $229M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
University of Wisconsin Medical Foundation Physicians Retirement Plan's outsized position by total assets
University of Wisconsin Medical Foundation Physicians Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,081,877,556 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
University of Wisconsin Medical Foundation Physicians Retirement 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 Physicians Retirement Plan lands in the large band (1,679 participants).
EBSA filing schedule strip
Filing strip 391824445 · University of Wisconsin Medical Foundation, Inc. PY 2022 · Other
University of Wisconsin Medical Foundation Physicians Retirement Plan · $1.1B · 1,679 · 99th
- PCT $1.1B
- PCT 1,679
- PCT 99th
- PCT Other
- PCT near Henry Ford Health System Heritage 403(b) Plan
- PCT ind #19899
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 Physicians Retirement Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $1.3B |
|---|---|
| Net Assets (End of Year) | $1.1B |
| Net Income | -$229M |
| Employer EIN | 391824445 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4,615 | $1.6B |
| 2023 | 2 | 4,729 | $1.9B |
| 2024 | 2 | 5,337 | $2.2B |
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
- Marquette University Retirement Plan $779M · 2,039
- Children's Hospital and Health System Shared Retirement Savings Plan $760M · 5,299
- Aspirus, Inc. Retirement Plan $668M · 10,709
University of Wisconsin Medical Foundation Physicians Retirement Plan's out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is Henry Ford Health System Heritage 403(b) Plan in MI ($1.1B); by covered participants it is Butler Memorial Hospital 403(b) Plan in PA (1,682 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.1B here).
- Henry Ford Health System Heritage 403(b) Plan (MI) $1.1B · 17,067
- New York University Supplemental Tax Deferred Annuity Plan (NY) $1.1B · 6,209
- Baptist Health Thrift Plan (KY) $1.1B · 21,780
- Lahey Clinic 403(b) Retirement Savings Plan (MA) $1.1B · 7,535
Similar participant headcount
Nearest other-state filings by covered participants (1,679 participants); asset peers above are excluded.
- Butler Memorial Hospital 403(b) Plan (PA) 1,682 · 3 off
- West Virginia University Medical Corporation 403(b) Plan (WV) 1,686 · 7 off
- Hillside Children's Center 403(b) Plan (NY) 1,689 · 10 off
- Employees Supplemental Retirement Plan C (OH) 1,691 · 12 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.