Money Purchase · DOL Form 5500 · 2022
Aspirus, Inc. Money Purchase Plan
Data updated 2026-08-11
- $133M
- Total assets
- 2,778
- Participants
- 94th
- Percentile by assets
- $47,708
- Avg per participant
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.
- 94th percentile by assets (of 139,126 plans)
- #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.
- $133M
- total plan assets (2022 EOY)
- 2,778
- covered participants
- 94th
- percentile by assets (of 139,126 plans)
- $47,708
- avg assets per participant
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.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Aspirus, Inc. Frozen 401(a) Plan reports 2,778 participants - 4.9x that state average ($133M EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $180M |
|---|---|
| Net Assets (End of Year) | $133M |
| Net Income | -$47M |
| Employer EIN | 391328331 |
| Plan Effective Date | 1966-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Aspirus, Inc.)
| 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
- Employees Retirement Plan of Marshfield Clinic $1.3B · 8,253
- Telephone and Data Systems, Inc. Pension Plan $414M · 5,694
- Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan $374M · 1,715
- North Central States Regional Council of Carpenters Supplemental Retirement Plan $235M · 9,656
- Wisconsin Glaziers & Glassworkers Money Purchase Fund $67M · 426
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Aspirus, Inc. Frozen 401(a) Plan by total assets, not by location.
- Dentons Cohen & Grigsby P.C. Pension Plan (PA) $131M · 184
- Pension Plan of Subaru of America, Inc. (NJ) $130M · 1,198
- U a Local 322 Annuity Fund (NJ) $130M · 2,032
- Greater Texas IBEW NECA Annuity Plan (TX) $137M · 3,298
Frequently Asked Questions
How did Aspirus, Inc. Frozen 401(a) Plan assets move in 2022? ▼
How have Aspirus, Inc. plan assets changed over time? ▼
Where does Aspirus, Inc. Frozen 401(a) Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Aspirus, Inc. Frozen 401(a) Plan? ▼
Next read for Aspirus, Inc. Frozen 401(a) Plan
Filing takeaways
Ways to act on Aspirus, Inc. Frozen 401(a) Plan's numbers.
- By total assets, Aspirus, Inc. Frozen 401(a) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Wisconsin. Compare plans
- Aspirus, Inc.'s sponsor-wide assets have grown 28.2% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans