Other · DOL Form 5500 · 2022

Aspirus, Inc. Retirement Plan

Data updated 2026-08-25

$668M
Total assets Above avg plan size
10,709
Participants Very large workforce
98th
Percentile by assets National rank
$62,375
Avg per participant Low balance/head
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Official DOL plan name: Aspirus, Inc. Retirement Plan · Sponsored by Aspirus, Inc. · Wisconsin · Healthcare & Social Assistance

$668M in assets, 10,709 participants

Aspirus, Inc.'s Aspirus, Inc. Retirement Plan reported $668M in total assets and 10,709 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #19,780 in Healthcare & Social Assistance (20,060 peers)

Coverage in Wisconsin

Aspirus, Inc. Retirement Plan covers 10,709 participants in Wisconsin, 19x the typical Wisconsin plan (state average ~563 per filing). Assets: $668M.

#19,780
in Healthcare & Social Assistance (20,060 peers)
-12.6%
assets change YoY
6.7×
vs typical plan assets (national mean)

The plan reported a net loss of $97M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Aspirus, Inc. Retirement Plan's outsized position by total assets

Aspirus, Inc. Retirement Plan vs every filed plan by assets

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

$667,978,635 Top 2% higher than 98% 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. Retirement Plan's mega-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. Retirement Plan is a mega filing (10,709 participants), the rightmost band on the breakdown.

Plan-year Form 5500 strip

Filing strip 391328331 · Aspirus, Inc. PY 2022 · Other

Aspirus, Inc. Retirement Plan · $668M · 10,709 · 98th

  • TYPE $668M
  • NET 10,709
  • BOOK 98th
  • VS-ST Other
  • BOY near William Marsh Rice University Supplemental 403(b) Plan
  • SCH ind #19780

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. Retirement Plan in the asset neighbourhood

The Rockefeller University Retirement PlanThe Rockefeller University R…$672MNyu Grossman School of Medicine Management and Staff 403(b) Retirement PlanNyu Grossman School of Medic…$670MAspirus, Inc. Retirement Plan$668MWilliam Marsh Rice University Supplemental 403(b) PlanWilliam Marsh Rice Universit…$666MNebraska Medicine Retirement Plan - Base and Matching ContributionsNebraska Medicine Retirement…$664M
End-of-year total assets ($M) among Aspirus, Inc. Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$764M
Net Assets (End of Year)$668M
Net Income-$97M
Employer EIN391328331
Plan Effective Date2000-01-01
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 Other Plans in Wisconsin

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

Aspirus, Inc. Retirement Plan vs. nearby Other plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 050001000015000 0.511.522.5 Total assets ($B) Participants Aspirus, Inc. Retirement Plan, Total assets ($B): 0.667978635 · Participants: 10709Aspirus, Inc. Retirement PlanThe Medical College of Wisconsin, Inc. Retirement Plan, Total assets ($B): 2.017144493 · Participants: 6020The Medical College of Wisconsin, Inc. Retirement PlanFroedtert Health, Inc. 403(b) Plan, Total assets ($B): 1.525928324 · Participants: 13617Froedtert Health, Inc. 403(b) PlanUniversity of Wisconsin Medical Foundation Physicians Retirement Plan, Total assets ($B): 1.081877556 · Participants: 1679University of Wisconsin Medical Foundation Physicians Retirement PlanMarquette University Retirement Plan, Total assets ($B): 0.77906567 · Participants: 2039Marquette University Retirement PlanChildren's Hospital and Health System Shared Retirement Savings Plan, Total assets ($B): 0.760032545 · Participants: 5299Children's Hospital and Health System Shared Retirement Savings Plan
Aspirus, Inc. Retirement Plan vs. nearby Other plans in Wisconsin, assets vs. participants
Compare Aspirus, Inc. Retirement Plan side-by-side with 3 peers →

Scale composition for Aspirus, Inc. Retirement Plan

Aspirus, Inc. Retirement Plan reports $668M in end-of-year assets across 10,709 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.011% of 93,925,755 covered participants) - about $62,375 per participant (45% of the national average assets-per-participant) . Net income for plan year 2022 was -$97M.

This plan identity (EIN 391328331, plan #005) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $668M to $893M (+33.7%) while covered participants moved from 10,709 to 10,194 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 10,709 $668M This page
2023 10,161 $795M Open filing
2024 · index core 10,194 $893M Open filing

The same sponsor also keeps 2 other index-core plans on PlainRetire:

Aspirus, Inc. Retirement Plan's out-of-state Other peers by assets and headcount

Outside Wisconsin, the nearest Other by assets is William Marsh Rice University Supplemental 403(b) Plan in TX ($666M); by covered participants it is Dartmouth-Hitchcock Employee Investment Plan in NH (10,713 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10,709 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. Retirement Plan assets move in 2022? ▼
Aspirus, Inc. Retirement Plan pulled back noticeably - down 12.6% during 2022, from $764M to $668M. Reported net income was -$97M.
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. Retirement Plan rank by assets among Form 5500 filers? ▼
Aspirus, Inc. Retirement Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Aspirus, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by assets is William Marsh Rice University Supplemental 403(b) Plan in TX ($666M, 5,213 participants).
Which Other plans cover a similar participant headcount to Aspirus, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Dartmouth-Hitchcock Employee Investment Plan in NH (10,713 participants, $971M 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.