Defined Benefit (Pension) · DOL Form 5500 · 2022
Froedtert Health, Inc. Pension Plan
Data updated 2026-08-11
- $54M
- Total assets
- 22
- Participants
- 89th
- Percentile by assets
- $2.5M
- Avg per participant
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.
- 89th percentile by assets (of 139,126 plans)
- #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.
- $54M
- total plan assets (2022 EOY)
- 22
- covered participants
- 89th
- percentile by assets (of 139,126 plans)
- $2.5M
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Froedtert Hospital Retirement Plan for Certain Former Milwaukee County Employees outranks 89% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).
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.)
| 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.
Froedtert Hospital Retirement Plan for Certain Former Milwaukee County Employees vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Froedtert Hospital Retirement Plan for Certain Former Milwaukee County Employees by total assets, not by location.
- 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
Frequently Asked Questions
How did Froedtert Hospital Retirement Plan for Certain Former Milwaukee County Employees assets move in 2022? ▼
How have Froedtert Health, Inc. plan assets changed over time? ▼
Where does Froedtert Hospital Retirement Plan for Certain Former Milwaukee County Employees rank by assets among Form 5500 filers? ▼
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Scale reading
Ways to act on Froedtert Hospital Retirement Plan for Certain Former Milwaukee County Employees's numbers.
- By total assets, Froedtert Hospital Retirement Plan for Certain Former Milwaukee County Employees ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Wisconsin. Compare plans
- Froedtert Health, Inc.'s sponsor-wide assets have grown 35.5% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans