Defined Benefit (Pension) · DOL Form 5500 · 2022

Froedtert Health, Inc. Pension Plan

Data updated 2026-08-25

$111M
Total assets Near avg plan size
355
Participants Below avg headcount
93rd
Percentile by assets National rank
$311,872
Avg per participant High balance/head
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Official DOL plan name: Community Memorial Hospital Retirement Plan · Sponsored by Froedtert Health, Inc. · Wisconsin · Healthcare & Social Assistance

$111M in assets, 355 participants

Froedtert Health, Inc.'s Community Memorial Hospital Retirement Plan reported $111M in total assets and 355 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #18,902 in Healthcare & Social Assistance (20,060 peers)

Where Community Memorial Hospital Retirement Plan sits by assets

Community Memorial Hospital Retirement Plan sits in the top 10% of all filed plans by assets, $111M for 355 participants (~$311,872/participant), down 24.0% in 2022.

#18,902
in Healthcare & Social Assistance (20,060 peers)
-24.0%
assets change YoY
1.1×
vs typical plan assets (national mean)

The plan reported a net loss of $35M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Community Memorial Hospital Retirement Plan's outsized position by total assets

Community Memorial Hospital Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$110,714,703 Top 7% higher than 93% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Community Memorial Hospital Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Community Memorial Hospital Retirement Plan sits mid-pack in the medium band (355 participants).

Published 5500 schedule card

Filing strip 392014409 · Froedtert Health, Inc. PY 2022 · Defined Benefit (Pension)

Community Memorial Hospital Retirement Plan · $111M · 355 · 93rd

  • TYPE $111M
  • TYPE 355
  • TYPE 93rd
  • TYPE Defined Benefit (Pension)
  • TYPE near I.B.E.W. Local 540 Pension Fund
  • TYPE ind #18902

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 →

Community Memorial Hospital Retirement Plan in the asset neighbourhood

Community Memorial Hospital Retirement PlanCommunity Memorial Hospital …$111MI.B.E.W. Local 540 Pension FundI.B.E.W. Local 540 Pension F…$111MTrihealth, Inc. Retirement PlanTrihealth, Inc. Retirement P…$111MIBEW Local #952 Ventura Division of La County Chapter NECA Pension Trust FundIBEW Local #952 Ventura Divi…$111MTeamsters Local Union No. 115 Pension PlanTeamsters Local Union No. 11…$111M
End-of-year total assets ($M) among Community Memorial Hospital Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$146M
Net Assets (End of Year)$111M
Net Income-$35M
Employer EIN392014409
Plan Effective Date1977-01-01
Filing StatusFILING 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
$1.8B$2B$2.2B$2.4B$2.6B 202220232024 $1.87B $2.53B ▲ +35.3%
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.

Community Memorial Hospital Retirement Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Community Memorial Hospital Retirement Plan, Total assets ($B): 0.110714703 · Participants: 355Community Memorial Hospital Retirement PlanThe Northwestern Mutual Employee Retirement Plan, Total assets ($B): 3.074208374 · Participants: 7377The Northwestern Mutual Employee Retirement PlanBuilding Trades United Pension Trust Fund Milwaukee and Vicinity, Total assets ($B): 2.951985172 · Participants: 9724Building Trades United Pension Trust Fund Milwaukee and VicinityRockwell Automation Pension Plan, Total assets ($B): 2.144532065 · Participants: 3077Rockwell Automation Pension PlanThe Northwestern Mutual Life Insurance Company Agents Retirement Plan, Total assets ($B): 1.927367772 · Participants: 7278The Northwestern Mutual Life Insurance Company Agents Retirement PlanHarley-Davidson Retirement Plan, Total assets ($B): 1.826706645 · Participants: 1744Harley-Davidson Retirement Plan
Community Memorial Hospital Retirement Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants

Community Memorial Hospital Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is I.B.E.W. Local 540 Pension Fund in OH ($111M); by covered participants it is Local 553 Pension Fund in NY (355 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (355 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.

Frequently Asked Questions

How did Community Memorial Hospital Retirement Plan assets move in 2022?
Community Memorial Hospital Retirement Plan declined sharply - down 24.0% during 2022, from $146M to $111M. Reported net income was -$35M.
How have Froedtert Health, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Froedtert Health, Inc.'s sponsor-wide assets grew 35.5%, from $1.9B to $2.5B.
Where does Community Memorial Hospital Retirement Plan rank by assets among Form 5500 filers?
Community Memorial Hospital Retirement Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Community Memorial Hospital Retirement Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is I.B.E.W. Local 540 Pension Fund in OH ($111M, 520 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Community Memorial Hospital Retirement Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Local 553 Pension Fund in NY (355 participants, $248M in assets).