FROEDTERT SOUTH, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN

Reviewed byPlainRetire Editorial, Retirement Plans Editorial Team · June 7, 2026

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

FROEDTERT SOUTH, INC.

This Profit Sharing plan holds $61M in total assets and serves 2,065 participants as of 2022. It is sponsored by FROEDTERT SOUTH, INC. in Wisconsin. The plan reported a net loss of $9M for the year.

Total Assets (2023)

$61M

Participants

2,065

State

Wisconsin

Industry

Healthcare & Social Assistance

What the Filing Says About FROEDTERT SOUTH, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN

FROEDTERT SOUTH, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN is a Profit Sharing retirement plan sponsored by FROEDTERT SOUTH, INC., headquartered in Wisconsin. As of the 2022 Form 5500 filing, the plan reports $61M in total end-of-year assets and covers 2,065 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 390816845, and the plan has been effective since 2012-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $70M at the beginning of 2022 to $61M at year-end — a decline of 12.4%. Net assets (after liabilities) closed the year at $61M, with reported net income of $-8,627,950 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)	$70M
Total Assets (End of Year)	$61M
Net Assets (End of Year)	$61M
Net Income	$-8,627,950
Plan Type	Profit Sharing
Employer EIN	390816845
Plan Effective Date	2012-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (FROEDTERT SOUTH, INC.)

Year	Plans	Participants	Total Assets
2022	3	4,827	$319M
2023	3	5,421	$337M
2024	2	4,069	$119M

Nearby Profit Sharing Plans in Wisconsin

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

THE MEDICAL COLLEGE OF WISCONSIN, INC. RETIREMENT PLAN $2.3B · 6,591
CNH INDUSTRIAL U.S. RETIREMENT SAVINGS PLAN $2.1B · 9,906
AMERICAN FAMILY 401(K) PLAN $2.0B · 13,277
FROEDTERT HEALTH, INC. 403(B) PLAN $1.9B · 15,352
UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION PHYSICIANS RETIREMENT PLAN $1.3B · 1,636

Compare FROEDTERT SOUTH, INC. MATCHED 403(B) RET… side-by-side with 3 peers →

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Frequently Asked Questions

How much money is in the FROEDTERT SOUTH, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN? ▼

As of the 2022 Form 5500 filing, FROEDTERT SOUTH, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN holds $61M in total assets with 2,065 participants. It is sponsored by FROEDTERT SOUTH, INC..

What type of plan is FROEDTERT SOUTH, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN? ▼

FROEDTERT SOUTH, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN is a Profit Sharing plan. It has been effective since 2012-01-01. The plan is filed with the U.S. Department of Labor under EIN 390816845.

Who sponsors the FROEDTERT SOUTH, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN? ▼

FROEDTERT SOUTH, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN is sponsored by FROEDTERT SOUTH, INC., located in Wisconsin. The sponsor's EIN is 390816845 and the plan operates in the Healthcare & Social Assistance industry.

How did FROEDTERT SOUTH, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN perform in 2022? ▼

FROEDTERT SOUTH, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN declined by 12.4% during 2022, moving from $70M to $61M in total assets. Net income was $-8,627,950.

Where can I find official filings for FROEDTERT SOUTH, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN? ▼

Official Form 5500 filings for FROEDTERT SOUTH, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 390816845 or plan name at efast.dol.gov.

How does FROEDTERT SOUTH, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN compare to other plans? ▼

You can compare FROEDTERT SOUTH, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN against other Profit Sharing plans on the plan type page, or view plans in Wisconsin on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.