Other · DOL Form 5500 · 2022
Aspirus, Inc. Retirement Plan
Data updated 2026-08-11
- $668M
- Total assets
- 10,709
- Participants
- 98th
- Percentile by assets
- $62,375
- Avg per participant
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.
- 98th percentile by assets (of 139,126 plans)
- #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.
- $668M
- total plan assets (2022 EOY)
- 10,709
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $62,375
- avg assets per participant
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.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Aspirus, Inc. Retirement Plan reports 10,709 participants - 19x that state average ($668M EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $764M |
|---|---|
| Net Assets (End of Year) | $668M |
| Net Income | -$97M |
| Employer EIN | 391328331 |
| Plan Effective Date | 2000-01-01 |
| 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 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
- The Medical College of Wisconsin, Inc. Retirement Plan $2.0B · 6,020
- Froedtert Health, Inc. 403(b) Plan $1.5B · 13,617
- University of Wisconsin Medical Foundation Physicians Retirement Plan $1.1B · 1,679
- Marquette University Retirement Plan $779M · 2,039
- Children's Hospital and Health System Shared Retirement Savings Plan $760M · 5,299
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 (Profit Sharing, $893M, 10,194 participants)
- Aspirus, Inc. Frozen 401(a) Plan (Money Purchase, $133M, 2,145 participants)
Similar-Sized Other Plans Nationally
Other plans in other states closest to Aspirus, Inc. Retirement Plan by total assets, not by location.
- William Marsh Rice University Supplemental 403(b) Plan (TX) $666M · 5,213
- Nyu Grossman School of Medicine Management and Staff 403(b) Retirement Plan (NY) $670M · 7,574
- Nebraska Medicine Retirement Plan - Base and Matching Contributions (NE) $664M · 9,278
- The Rockefeller University Retirement Plan (NY) $672M · 1,357
Frequently Asked Questions
How did Aspirus, Inc. Retirement Plan assets move in 2022? ▼
How have Aspirus, Inc. plan assets changed over time? ▼
Where does Aspirus, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Aspirus, Inc. Retirement Plan? ▼
Next read for Aspirus, Inc. Retirement Plan
Filing takeaways
Ways to act on Aspirus, Inc. Retirement Plan's numbers.
- By total assets, Aspirus, Inc. Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other 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