Other · DOL Form 5500 · 2022

Froedtert South, Inc. Retirement Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
2,065
Participants Near avg headcount
74th
Percentile by assets National rank
$8,132
Avg per participant Low balance/head
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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.

  • #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.

#15,788
in Healthcare & Social Assistance (20,060 peers)
+4.6%
assets growth YoY

Froedtert South, Inc. 401(a) Defined Contribution Retirement Plan's outsized position 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 $2,050,000,000 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

Froedtert South, Inc. 401(a) Defined Contribution Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Froedtert South, Inc. 401(a) Defined Contribution Retirement Plan lands in the large band (2,065 participants).

Published 5500 schedule card

Filing strip 390816845 · Froedtert South, Inc. PY 2022 · Other

Froedtert South, Inc. 401(a) Defined Contribution Retirement Plan · $17M · 2,065 · 74th

  • PHOTO $17M
  • IND 2,065
  • EOY 74th
  • 5500 Other
  • ASSETS near Employee Benefit Plan of Bridgeway Rehabilitation Services
  • PCT ind #15788

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 →

Froedtert South, Inc. 401(a) Defined Contribution Retirement Plan in the asset neighbourhood

Charlotte Christian School Retirement PlanCharlotte Christian School R…$17MFroedtert South, Inc. 401(a) Defined Contribution Retirement PlanFroedtert South, Inc. 401(a)…$17MEmployee Benefit Plan of Bridgeway Rehabilitation ServicesEmployee Benefit Plan of Bri…$17M403(b) Thrift Plan of Cooke School and Institute403(b) Thrift Plan of Cooke …$17M401(k) Profit Sharing Plan for Employees of Navajo Engineering and Construction Authority401(k) Profit Sharing Plan f…$17M
End-of-year total assets ($M) among Froedtert South, Inc. 401(a) Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

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.)

Sponsor-wide plan assets over time

All Froedtert South, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$355M 11.520866143137038% vs 2022
2024 filing year
$300M$320M$340M$360M 202220232024 $319M $355M ▲ +11.5%
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 ($B) Participants Froedtert South, Inc. 401(a) Defined Contribution Retirement Plan, Total assets ($B): 0.016792823 · Participants: 2065Froedtert South, Inc. 401(a) Defined Contribution 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
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 Contribution Retirement Plan side-by-side with 3 peers →

Froedtert South, Inc. 401(a) Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Wisconsin, the nearest Other by assets is Employee Benefit Plan of Bridgeway Rehabilitation Services in NJ ($17M); by covered participants it is Brookdale Hospital Medical Center 403(b) Plan in NY (2,067 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,065 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 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).
Which Other plans cover a similar participant headcount to Froedtert South, Inc. 401(a) Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Brookdale Hospital Medical Center 403(b) Plan in NY (2,067 participants, $172M 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 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.