Other · DOL Form 5500 · 2022

Froedtert South, Inc. Retirement Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
2,065
Participants Near avg headcount
90th
Percentile by assets National rank
$29,519
Avg per participant Low balance/head
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Official DOL plan name: Froedtert South, Inc. Matched 403(b) Retirement Savings Plan · Sponsored by Froedtert South, Inc. · Wisconsin · Healthcare & Social Assistance

$61M in assets, 2,065 participants

Froedtert South, Inc.'s Froedtert South, Inc. Matched 403(b) Retirement Savings Plan reported $61M in total assets and 2,065 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #18,274 in Healthcare & Social Assistance (20,060 peers)

Coverage in Wisconsin

Froedtert South, Inc. Matched 403(b) Retirement Savings Plan covers 2,065 participants in Wisconsin, 3.7x the typical Wisconsin plan (state average ~563 per filing). Assets: $61M.

#18,274
in Healthcare & Social Assistance (20,060 peers)
-12.4%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Froedtert South, Inc. Matched 403(b) Retirement Savings Plan's outsized position by total assets

Froedtert South, Inc. Matched 403(b) Retirement Savings Plan vs every filed plan by assets

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

$60,955,894 Top 10% higher than 90% 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. Matched 403(b) Retirement Savings 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. Matched 403(b) Retirement Savings Plan lands in the large band (2,065 participants).

Plan-year Form 5500 strip

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

Froedtert South, Inc. Matched 403(b) Retirement Savings Plan · $61M · 2,065 · 90th

  • EOY $61M
  • 5500 2,065
  • ASSETS 90th
  • PCT Other
  • EIN near Lindenwood University Defined Contribution and Tax Deferred Annuity Plan
  • RANK ind #18274

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. Matched 403(b) Retirement Savings Plan in the asset neighbourhood

Carnegie Institution of Washington Supplemental Retirement Annuity (Sra) PlanCarnegie Institution of Wash…$61MRadiological Society of North America Defined Contribution Retirement PlanRadiological Society of Nort…$61MLindenwood University Defined Contribution and Tax Deferred Annuity PlanLindenwood University Define…$61MFroedtert South, Inc. Matched 403(b) Retirement Savings PlanFroedtert South, Inc. Matche…$61MFocus on the Family 403(b) PlanFocus on the Family 403(b) P…$61M
End-of-year total assets ($M) among Froedtert South, Inc. Matched 403(b) Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$70M
Net Assets (End of Year)$61M
Net Income-$9M
Employer EIN390816845
Plan Effective Date2012-01-01
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. Matched 403(b) Retirement Savings Plan vs. nearby Other plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 050001000015000 -0.500.511.522.5 Total assets ($B) Participants Froedtert South, Inc. Matched 403(b) Retirement Savings Plan, Total assets ($B): 0.060955894 · Participants: 2065Froedtert South, Inc. Matched 403(b) Retirement 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
Froedtert South, Inc. Matched 403(b) Retirement Savings Plan vs. nearby Other plans in Wisconsin, assets vs. participants
Compare Froedtert South, Inc. Matched 403(b) Retirement Savings Plan side-by-side with 3 peers →

Froedtert South, Inc. Matched 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside Wisconsin, the nearest Other by assets is Lindenwood University Defined Contribution and Tax Deferred Annuity Plan in MO ($61M); 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. Matched 403(b) Retirement Savings Plan assets move in 2022? ▼
Froedtert South, Inc. Matched 403(b) Retirement Savings Plan pulled back noticeably - down 12.4% during 2022, from $70M to $61M. Reported net income was -$9M.
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.
Where does Froedtert South, Inc. Matched 403(b) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Froedtert South, Inc. Matched 403(b) Retirement Savings Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Froedtert South, Inc. Matched 403(b) Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is Lindenwood University Defined Contribution and Tax Deferred Annuity Plan in MO ($61M, 549 participants).
Which Other plans cover a similar participant headcount to Froedtert South, Inc. Matched 403(b) Retirement Savings 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.