Defined Benefit (Pension) · DOL Form 5500 · 2022
Froedtert Health, Inc. Pension Plan
Data updated 2026-08-25
- $54M
- Total assets Below avg plan size
- 22
- Participants Small participant base
- 89th
- Percentile by assets National rank
- $2.5M
- Avg per participant High balance/head
Official DOL plan name: Froedtert Hospital Retirement Plan for Certain Former Milwaukee County Employees · Sponsored by Froedtert Health, Inc. · Wisconsin · Healthcare & Social Assistance
$54M in assets, 22 participants
Froedtert Health, Inc.'s Froedtert Hospital Retirement Plan for Certain Former Milwaukee County Employees reported $54M in total assets and 22 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.
- #18,119 in Healthcare & Social Assistance (20,060 peers)
Where Froedtert Hospital Retirement Plan for Certain Former Milwaukee County Employees sits by assets
Froedtert Hospital Retirement Plan for Certain Former Milwaukee County Employees sits in the top quartile of all filed plans by assets, $54M for 22 participants (~$2.5M/participant), down 29.8% in 2022.
- #18,119
- in Healthcare & Social Assistance (20,060 peers)
- -29.8%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $23M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Froedtert Hospital Retirement Plan for Certain Former Milwaukee County Employees's outsized position by total assets
Froedtert Hospital Retirement Plan for Certain Former Milwaukee County Employees vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$53,955,445 Top 11% higher than 89% 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
Froedtert Hospital Retirement Plan for Certain Former Milwaukee County Employees among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Froedtert Hospital Retirement Plan for Certain Former Milwaukee County Employees is a small filing (22 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 392014409 · Froedtert Health, Inc. PY 2022 · Defined Benefit (Pension)
Froedtert Hospital Retirement Plan for Certain Former Milwaukee County Employees · $54M · 22 · 89th
- SCH $54M
- EBSA 22
- PART 89th
- TYPE Defined Benefit (Pension)
- NET near The Talbots, Inc. Pension Plan
- BOOK ind #18119
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 →
Froedtert Hospital Retirement Plan for Certain Former Milwaukee County Employees in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $77M |
|---|---|
| Net Assets (End of Year) | $54M |
| Net Income | -$23M |
| Employer EIN | 392014409 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Froedtert Health, Inc.)
Sponsor-wide plan assets over time
All Froedtert Health, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.5B 35.52804129171744% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 5 | 16,168 | $1.9B |
| 2023 | 5 | 18,201 | $2.2B |
| 2024 | 5 | 18,332 | $2.5B |
Nearby Defined Benefit (Pension) Plans in Wisconsin
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- The Northwestern Mutual Employee Retirement Plan $3.1B · 7,377
- Building Trades United Pension Trust Fund Milwaukee and Vicinity $3.0B · 9,724
- Rockwell Automation Pension Plan $2.1B · 3,077
- The Northwestern Mutual Life Insurance Company Agents Retirement Plan $1.9B · 7,278
- Harley-Davidson Retirement Plan $1.8B · 1,744
Froedtert Hospital Retirement Plan for Certain Former Milwaukee County Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is The Talbots, Inc. Pension Plan in MA ($54M); by covered participants it is Lamesa National Bank Pension Plan in TX (22 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($54M here).
- The Talbots, Inc. Pension Plan (MA) $54M · 459
- Northwestern Corporation Pension Plan (MT) $54M · 139
- The Wooster Brush Company Retirement Plan (OH) $54M · 553
- Wolf & Company, P.C. Defined Benefit Pension Plan (MA) $54M · 215
Similar participant headcount
Nearest other-state filings by covered participants (22 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.