Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

FROEDTERT HOSPITAL RETIREMENT PLAN FOR CERTAIN FORMER MILWAUKEE COUNTY EMPLOYEES

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

FROEDTERT HEALTH, INC.

This Defined Benefit (Pension) plan holds $54M in total assets and serves 22 participants as of 2022. It is sponsored by FROEDTERT HEALTH, INC. in Wisconsin. The plan reported a net loss of $23M for the year.

Total Assets (2023)
$54M
Participants
22
State
Industry
Healthcare & Social Assistance

What the Filing Says About FROEDTERT HOSPITAL RETIREMENT PLAN FOR CERTAIN FORMER MILWAUKEE COUNTY EMPLOYEES

FROEDTERT HOSPITAL RETIREMENT PLAN FOR CERTAIN FORMER MILWAUKEE COUNTY EMPLOYEES is a Defined Benefit (Pension) retirement plan sponsored by FROEDTERT HEALTH, INC., headquartered in Wisconsin. As of the 2022 Form 5500 filing, the plan reports $54M in total end-of-year assets and covers 22 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 392014409, and the plan has been effective since 1992-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $77M at the beginning of 2022 to $54M at year-end — a decline of 29.8%. Net assets (after liabilities) closed the year at $54M, with reported net income of $-22,942,869 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)$77M
Total Assets (End of Year)$54M
Net Assets (End of Year)$54M
Net Income$-22,942,869
Plan TypeDefined Benefit (Pension)
Employer EIN392014409
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (FROEDTERT HEALTH, INC.)

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

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Frequently Asked Questions

How much money is in the FROEDTERT HOSPITAL RETIREMENT PLAN FOR CERTAIN FORMER MILWAUKEE COUNTY EMPLOYEES?
As of the 2022 Form 5500 filing, FROEDTERT HOSPITAL RETIREMENT PLAN FOR CERTAIN FORMER MILWAUKEE COUNTY EMPLOYEES holds $54M in total assets with 22 participants. It is sponsored by FROEDTERT HEALTH, INC..
What type of plan is FROEDTERT HOSPITAL RETIREMENT PLAN FOR CERTAIN FORMER MILWAUKEE COUNTY EMPLOYEES?
FROEDTERT HOSPITAL RETIREMENT PLAN FOR CERTAIN FORMER MILWAUKEE COUNTY EMPLOYEES is a Defined Benefit (Pension) plan. It has been effective since 1992-01-01. The plan is filed with the U.S. Department of Labor under EIN 392014409.
Who sponsors the FROEDTERT HOSPITAL RETIREMENT PLAN FOR CERTAIN FORMER MILWAUKEE COUNTY EMPLOYEES?
FROEDTERT HOSPITAL RETIREMENT PLAN FOR CERTAIN FORMER MILWAUKEE COUNTY EMPLOYEES is sponsored by FROEDTERT HEALTH, INC., located in Wisconsin. The sponsor's EIN is 392014409 and the plan operates in the Healthcare & Social Assistance industry.
How did FROEDTERT HOSPITAL RETIREMENT PLAN FOR CERTAIN FORMER MILWAUKEE COUNTY EMPLOYEES perform in 2022?
FROEDTERT HOSPITAL RETIREMENT PLAN FOR CERTAIN FORMER MILWAUKEE COUNTY EMPLOYEES declined by 29.8% during 2022, moving from $77M to $54M in total assets. Net income was $-22,942,869.
Where can I find official filings for FROEDTERT HOSPITAL RETIREMENT PLAN FOR CERTAIN FORMER MILWAUKEE COUNTY EMPLOYEES?
Official Form 5500 filings for FROEDTERT HOSPITAL RETIREMENT PLAN FOR CERTAIN FORMER MILWAUKEE COUNTY EMPLOYEES are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 392014409 or plan name at efast.dol.gov.
How does FROEDTERT HOSPITAL RETIREMENT PLAN FOR CERTAIN FORMER MILWAUKEE COUNTY EMPLOYEES compare to other plans?
You can compare FROEDTERT HOSPITAL RETIREMENT PLAN FOR CERTAIN FORMER MILWAUKEE COUNTY EMPLOYEES against other Defined Benefit (Pension) 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.

Explore PlainRetire

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 392014409.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.