Other · DOL Form 5500 · 2022

Froedtert South, Inc. Retirement Plan

Data updated 2026-08-11

$17M
Total assets
2,065
Participants
74th
Percentile by assets
$8,132
Avg per participant
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Official DOL plan name: Froedtert South, Inc. 401(a) Defined Contribution Retirement Plan · Sponsored by Froedtert South, Inc. · Wisconsin · Healthcare & Social Assistance

$17M in assets, 2,065 participants

Froedtert South, Inc.'s Froedtert South, Inc. 401(a) Defined Contribution Retirement Plan reported $17M in total assets and 2,065 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • 74th percentile by assets (of 139,126 plans)
  • #15,788 in Healthcare & Social Assistance (20,060 peers)

Coverage in Wisconsin

Froedtert South, Inc. 401(a) Defined Contribution Retirement Plan covers 2,065 participants in Wisconsin, 3.7x the typical Wisconsin plan (state average ~563 per filing). Assets: $17M.

$17M
total plan assets (2022 EOY)
2,065
covered participants
74th
percentile by assets (of 139,126 plans)
$8,132
avg assets per participant

Where Froedtert South, Inc. 401(a) Defined Contribution Retirement Plan sits by total assets

Froedtert South, Inc. 401(a) Defined Contribution Retirement Plan vs every filed plan by assets

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

$16,792,823 Top 26% higher than 74% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Wisconsin
Industry
Healthcare & Social Assistance

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Froedtert South, Inc. 401(a) Defined Contribution Retirement Plan reports 2,065 participants - 3.7x that state average ($17M EOY assets).

Wisconsin filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$17M
Net Income$780K
Employer EIN390816845
Plan Effective Date2012-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Froedtert South, Inc.)

$300M$320M$340M$360M 202220232024 $319M $355M ▲ +11.5%
Total plan assets by year, all Froedtert South, Inc. plans on file
Year Plans Participants Total Assets
2022 3 4,827 $319M
2023 3 5,421 $337M
2024 3 4,654 $355M

Nearby Other Plans in Wisconsin

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

Froedtert South, Inc. 401(a) Defined Contribution Retirement Plan vs. nearby Other plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 050001000015000 -0.500.511.522.5 Total assets ($B) Participants Froedtert South, Inc…, Total assets ($B): 0.016792823 · Participants: 2065Froedtert South, Inc…The Medical College …, Total assets ($B): 2.017144493 · Participants: 6020The Medical College …Froedtert Health, In…, Total assets ($B): 1.525928324 · Participants: 13617Froedtert Health, In…University of Wiscon…, Total assets ($B): 1.081877556 · Participants: 1679University of Wiscon…Marquette University…, Total assets ($B): 0.77906567 · Participants: 2039Marquette University…Children's Hospital …, Total assets ($B): 0.760032545 · Participants: 5299Children's Hospital …
Froedtert South, Inc. 401(a) Defined Contribution Retirement Plan vs. nearby Other plans in Wisconsin, assets vs. participants
Compare Froedtert South, Inc. 401(a) Defined Con… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Froedtert South, Inc. 401(a) Defined Contribution Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Froedtert South, Inc. 401(a) Defined Contribution Retirement Plan assets move in 2022? ▼
Froedtert South, Inc. 401(a) Defined Contribution Retirement Plan edged up modestly - up 4.6% during 2022, from $16M to $17M. Reported net income was $780K.
How have Froedtert South, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Froedtert South, Inc.'s sponsor-wide assets grew 11.5%, from $319M to $355M.
Which Other plans are similar in size to Froedtert South, Inc. 401(a) Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Employee Benefit Plan of Bridgeway Rehabilitation Services in NJ ($17M, 462 participants).

Next read for Froedtert South, Inc. 401(a) Defined Con…

Filing takeaways

Ways to act on Froedtert South, Inc. 401(a) Defined Contribution Retirement Plan's numbers.

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 390816845.

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.