Other · DOL Form 5500 · 2022
Childrens Hospital and Health System, Inc. Retirement Plan
Data updated 2026-08-25
- $760M
- Total assets Above avg plan size
- 5,299
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $143,429
- Avg per participant Near avg balance/head
Official DOL plan name: Children's Hospital and Health System Shared Retirement Savings Plan · Sponsored by Childrens Hospital and Health System, Inc. · Wisconsin · Healthcare & Social Assistance
$760M in assets, 5,299 participants
Childrens Hospital and Health System, Inc.'s Children's Hospital and Health System Shared Retirement Savings Plan reported $760M in total assets and 5,299 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.
- #19,819 in Healthcare & Social Assistance (20,060 peers)
Coverage in Wisconsin
Children's Hospital and Health System Shared Retirement Savings Plan covers 5,299 participants in Wisconsin, 9.4x the typical Wisconsin plan (state average ~563 per filing). Assets: $760M.
- #19,819
- in Healthcare & Social Assistance (20,060 peers)
- -16.2%
- assets change YoY
- 7.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $147M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Children's Hospital and Health System Shared Retirement Savings Plan's outsized position by total assets
Children's Hospital and Health System Shared Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$760,032,545 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
Children's Hospital and Health System Shared Retirement Savings 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. Children's Hospital and Health System Shared Retirement Savings Plan lands in the large band (5,299 participants).
DOL schedule card
Filing strip 391500074 · Childrens Hospital and Health System, Inc. PY 2022 · Other
Children's Hospital and Health System Shared Retirement Savings Plan · $760M · 5,299 · 99th
- EOY $760M
- 5500 5,299
- ASSETS 99th
- PCT Other
- EIN near Atlantic Health System 403(b) Retirement Savings Plan
- RANK ind #19819
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 →
Children's Hospital and Health System Shared Retirement Savings Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $907M |
|---|---|
| Net Assets (End of Year) | $760M |
| Net Income | -$147M |
| Employer EIN | 391500074 |
| Plan Effective Date | 1989-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Childrens Hospital and Health System, Inc.)
Sponsor-wide plan assets over time
All Childrens Hospital and Health System, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.0B 33.40816648066084% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 5,474 | $779M |
| 2023 | 2 | 5,985 | $921M |
| 2024 | 2 | 6,897 | $1.0B |
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
- Aspirus, Inc. Retirement Plan $668M · 10,709
Scale composition for Children's Hospital and Health System Shared Retirement Savings Plan
Children's Hospital and Health System Shared Retirement Savings Plan reports $760M in end-of-year assets across 5,299 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $143,429 per participant (1.0x the national average assets-per-participant) . Net income for plan year 2022 was -$147M.
This plan identity (EIN 391500074, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $760M to $1.0B (+33.3%) while covered participants moved from 5,299 to 6,717 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,299 | $760M | This page |
| 2023 | 5,798 | $898M | Open filing |
| 2024 · index core | 6,717 | $1.0B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Children's Hospital and Health System Shared Retirement Savings Plan (Other, $1.0B, 6,717 participants)
Children's Hospital and Health System Shared Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is Atlantic Health System 403(b) Retirement Savings Plan in NJ ($759M); by covered participants it is Rady Children's Hospital- San Diego 403(b) Plan in CA (5,308 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($760M here).
- Atlantic Health System 403(b) Retirement Savings Plan (NJ) $759M · 19,041
- Cape Cod Healthcare 403(b) Partnership Plan (MA) $770M · 4,813
- St. Lukes Health System Matched 403b Plan (ID) $772M · 15,284
- Children's Hospital Colorado 403(b) Plan (CO) $748M · 7,995
Similar participant headcount
Nearest other-state filings by covered participants (5,299 participants); asset peers above are excluded.
- Rady Children's Hospital- San Diego 403(b) Plan (CA) 5,308 · 9 off
- Summa Health 403(b) Retirement Savings Plan (OH) 5,324 · 25 off
- Stormont-Vail Healthcare Employee 403(b) Plan (KS) 5,334 · 35 off
- Monument Health, Inc. 403(b) Plan (SD) 5,239 · 60 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.