Other · DOL Form 5500 · 2022

Burnett Medical Center, Inc. Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
213
Participants Below avg headcount
32nd
Percentile by assets National rank
$8,069
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Burnett Medical Center, Inc. 403(b) Tax Deferred Savings Plan · Sponsored by Burnett Medical Center, Inc. · Wisconsin · Healthcare & Social Assistance

$2M in assets, 213 participants

Burnett Medical Center, Inc.'s Burnett Medical Center, Inc. 403(b) Tax Deferred Savings Plan reported $2M in total assets and 213 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.

  • #6,338 in Healthcare & Social Assistance (20,060 peers)

Coverage in Wisconsin

Burnett Medical Center, Inc. 403(b) Tax Deferred Savings Plan covers 213 participants in Wisconsin, about 38% of the average Wisconsin filer (state average ~563 per filing). Assets: $2M.

#6,338
in Healthcare & Social Assistance (20,060 peers)
-74.0%
assets change YoY

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Burnett Medical Center, Inc. 403(b) Tax Deferred Savings Plan among the smaller filed plans by assets

Burnett Medical Center, Inc. 403(b) Tax Deferred Savings Plan vs every filed plan by assets

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

$1,718,797 32nd percentile higher than 32% 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

Burnett Medical Center, Inc. 403(b) Tax Deferred Savings 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. Burnett Medical Center, Inc. 403(b) Tax Deferred Savings Plan sits mid-pack in the medium band (213 participants).

EBSA filing schedule strip

Filing strip 390938661 · Burnett Medical Center, Inc. PY 2022 · Other

Burnett Medical Center, Inc. 403(b) Tax Deferred Savings Plan · $2M · 213 · 32nd

  • EIN $2M
  • EIN 213
  • EIN 32nd
  • EIN Other
  • EIN near Soledad Enrichment Action Retirement Plan
  • EIN ind #6338

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 →

Burnett Medical Center, Inc. 403(b) Tax Deferred Savings Plan in the asset neighbourhood

Burnett Medical Center, Inc. 403(b) Tax Deferred Savings PlanBurnett Medical Center, Inc.…$2MSoledad Enrichment Action Retirement PlanSoledad Enrichment Action Re…$2MBanesco USA Employees Savings and Investment PlanBanesco USA Employees Saving…$2MPathways to Housing DC 403(b) Group Retirement PlanPathways to Housing DC 403(b…$2MAlliance Health, Inc. 403(b) PlanAlliance Health, Inc. 403(b)…$2M
End-of-year total assets ($M) among Burnett Medical Center, Inc. 403(b) Tax Deferred Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$2M
Net Income-$5M
Employer EIN390938661
Plan Effective Date1987-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Burnett Medical Center, Inc.)

Sponsor-wide plan assets over time

All Burnett Medical Center, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 17.522794020384993% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M 202220232024 $4.44M $5.22M ▲ +17.6%
Year Plans Participants Total Assets
2022 2 419 $4M
2023 1 200 $4M
2024 1 196 $5M

Nearby Other Plans in Wisconsin

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

Burnett Medical Center, Inc. 403(b) Tax Deferred Savings Plan vs. nearby Other plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Burnett Medical Center, Inc. 403(b) Tax Deferred Savings Plan, Total assets ($B): 0.001718797 · Participants: 213Burnett Medical Center, Inc. 403(b) Tax Deferred Savings 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
Burnett Medical Center, Inc. 403(b) Tax Deferred Savings Plan vs. nearby Other plans in Wisconsin, assets vs. participants
Compare Burnett Medical Center, Inc. 403(b) Tax Deferred Savings Plan side-by-side with 3 peers →

Burnett Medical Center, Inc. 403(b) Tax Deferred Savings Plan's out-of-state Other peers by assets and headcount

Outside Wisconsin, the nearest Other by assets is Soledad Enrichment Action Retirement Plan in CA ($2M); by covered participants it is Northwood Children's Home Society, Inc. 403(b) Tax Sheltered Annuity Plan in MN (213 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (213 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 Burnett Medical Center, Inc. 403(b) Tax Deferred Savings Plan assets move in 2022? ▼
Burnett Medical Center, Inc. 403(b) Tax Deferred Savings Plan contracted severely - down 74.0% during 2022, from $7M to $2M. Reported net income was -$5M.
How have Burnett Medical Center, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Burnett Medical Center, Inc.'s sponsor-wide assets grew 17.5%, from $4M to $5M.
Which Other plans are similar in size to Burnett Medical Center, Inc. 403(b) Tax Deferred Savings Plan? ▼
Among Other plans in other states, the closest by assets is Soledad Enrichment Action Retirement Plan in CA ($2M, 121 participants).
Which Other plans cover a similar participant headcount to Burnett Medical Center, Inc. 403(b) Tax Deferred Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Northwood Children's Home Society, Inc. 403(b) Tax Sheltered Annuity Plan in MN (213 participants, $11M 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 390938661.

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.