Money Purchase · DOL Form 5500 · 2022

Aspirus, Inc. Money Purchase Plan

Data updated 2026-08-25

$133M
Total assets Near avg plan size
2,778
Participants Above avg headcount
94th
Percentile by assets National rank
$47,708
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Aspirus, Inc. Frozen 401(a) Plan · Sponsored by Aspirus, Inc. · Wisconsin · Healthcare & Social Assistance

$133M in assets, 2,778 participants

Aspirus, Inc.'s Aspirus, Inc. Frozen 401(a) Plan reported $133M in total assets and 2,778 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #19,044 in Healthcare & Social Assistance (20,060 peers)

Coverage in Wisconsin

Aspirus, Inc. Frozen 401(a) Plan covers 2,778 participants in Wisconsin, 4.9x the typical Wisconsin plan (state average ~563 per filing). Assets: $133M.

#19,044
in Healthcare & Social Assistance (20,060 peers)
-26.3%
assets change YoY
1.3×
vs typical plan assets (national mean)

The plan reported a net loss of $47M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Aspirus, Inc. Frozen 401(a) Plan's outsized position by total assets

Aspirus, Inc. Frozen 401(a) Plan vs every filed plan by assets

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

$132,532,670 Top 6% higher than 94% 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

Aspirus, Inc. Frozen 401(a) 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. Aspirus, Inc. Frozen 401(a) Plan lands in the large band (2,778 participants).

EBSA filing schedule strip

Filing strip 391328331 · Aspirus, Inc. PY 2022 · Money Purchase

Aspirus, Inc. Frozen 401(a) Plan · $133M · 2,778 · 94th

  • BOY $133M
  • BOY 2,778
  • BOY 94th
  • BOY Money Purchase
  • BOY near Dentons Cohen & Grigsby P.C. Pension Plan
  • BOY ind #19044

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 →

Aspirus, Inc. Frozen 401(a) Plan in the asset neighbourhood

Greater Texas IBEW NECA Annuity PlanGreater Texas IBEW NECA Annu…$137MAspirus, Inc. Frozen 401(a) PlanAspirus, Inc. Frozen 401(a) …$133MDentons Cohen & Grigsby P.C. Pension PlanDentons Cohen & Grigsby P.C.…$131MPension Plan of Subaru of America, Inc.Pension Plan of Subaru of Am…$130MU a Local 322 Annuity Fund$130M
End-of-year total assets ($M) among Aspirus, Inc. Frozen 401(a) Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$180M
Net Assets (End of Year)$133M
Net Income-$47M
Employer EIN391328331
Plan Effective Date1966-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aspirus, Inc.)

Sponsor-wide plan assets over time

All Aspirus, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.0B 28.155427986116948% vs 2022
2024 filing year
$0.7B$0.8B$0.9B$1B$1.1B 202220232024 $0.8B $1.03B ▲ +28.7%
Year Plans Participants Total Assets
2022 2 13,487 $801M
2023 2 12,515 $931M
2024 2 12,339 $1.0B

Nearby Money Purchase Plans in Wisconsin

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Aspirus, Inc. Frozen 401(a) Plan vs. nearby Money Purchase plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 00.511.5 Total assets ($B) Participants Aspirus, Inc. Frozen 401(a) Plan, Total assets ($B): 0.13253267 · Participants: 2778Aspirus, Inc. Frozen 401(a) PlanEmployees Retirement Plan of Marshfield Clinic, Total assets ($B): 1.328108125 · Participants: 8253Employees Retirement Plan of Marshfield ClinicTelephone and Data Systems, Inc. Pension Plan, Total assets ($B): 0.414078062 · Participants: 5694Telephone and Data Systems, Inc. Pension PlanPlumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan, Total assets ($B): 0.374284863 · Participants: 1715Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) PlanNorth Central States Regional Council of Carpenters Supplemental Retirement Plan, Total assets ($B): 0.235050826 · Participants: 9656North Central States Regional Council of Carpenters Supplemental Retirement PlanWisconsin Glaziers & Glassworkers Money Purchase Fund, Total assets ($B): 0.067242262 · Participants: 426Wisconsin Glaziers & Glassworkers Money Purchase Fund
Aspirus, Inc. Frozen 401(a) Plan vs. nearby Money Purchase plans in Wisconsin, assets vs. participants
Compare Aspirus, Inc. Frozen 401(a) Plan side-by-side with 3 peers →

Aspirus, Inc. Frozen 401(a) Plan's out-of-state Money Purchase peers by assets and headcount

Outside Wisconsin, the nearest Money Purchase by assets is Dentons Cohen & Grigsby P.C. Pension Plan in PA ($131M); by covered participants it is Pavers & Road Builders DC Annuity Fund in NY (2,766 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($133M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,778 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 Aspirus, Inc. Frozen 401(a) Plan assets move in 2022? ▼
Aspirus, Inc. Frozen 401(a) Plan declined sharply - down 26.3% during 2022, from $180M to $133M. Reported net income was -$47M.
How have Aspirus, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aspirus, Inc.'s sponsor-wide assets grew 28.2%, from $801M to $1.0B.
Where does Aspirus, Inc. Frozen 401(a) Plan rank by assets among Form 5500 filers? ▼
Aspirus, Inc. Frozen 401(a) Plan ranks in the 94th 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 Money Purchase plans are similar in size to Aspirus, Inc. Frozen 401(a) Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Dentons Cohen & Grigsby P.C. Pension Plan in PA ($131M, 184 participants).
Which Money Purchase plans cover a similar participant headcount to Aspirus, Inc. Frozen 401(a) Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Pavers & Road Builders DC Annuity Fund in NY (2,766 participants, $287M in assets).

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 391328331.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.