401(k) · DOL Form 5500 · 2022

Avanti Health Systems 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
233
Participants Below avg headcount
57th
Percentile by assets National rank
$29,783
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Villa Maria Health and Rehabilitation 401(k) Profit Sharing Plan and Trust · Sponsored by Avanti Health Systems · Wisconsin · Healthcare & Social Assistance

$7M in assets, 233 participants

Avanti Health Systems's Villa Maria Health and Rehabilitation 401(k) Profit Sharing Plan and Trust reported $7M in total assets and 233 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.

  • #12,686 in Healthcare & Social Assistance (20,060 peers)

Coverage in Wisconsin

Villa Maria Health and Rehabilitation 401(k) Profit Sharing Plan and Trust covers 233 participants in Wisconsin, about 41% of the average Wisconsin filer (state average ~563 per filing). Assets: $7M.

#12,686
in Healthcare & Social Assistance (20,060 peers)
-15.2%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Villa Maria Health and Rehabilitation 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Villa Maria Health and Rehabilitation 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$6,939,364 Top 43% higher than 57% 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

Villa Maria Health and Rehabilitation 401(k) Profit Sharing Plan and Trust 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. Villa Maria Health and Rehabilitation 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (233 participants).

Plan-year Form 5500 strip

Filing strip 331016260 · Avanti Health Systems PY 2022 · 401(k)

Villa Maria Health and Rehabilitation 401(k) Profit Sharing Plan and Trust · $7M · 233 · 57th

  • SCH $7M
  • EBSA 233
  • PART 57th
  • TYPE 401(k)
  • NET near Haldeman Inc. 401(k) Plan
  • BOOK ind #12686

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 →

Villa Maria Health and Rehabilitation 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Villa Maria Health and Rehabilitation 401(k) Profit Sharing Plan and TrustVilla Maria Health and Rehab…$7MHaldeman Inc. 401(k) Plan$7MRon Marhofer Chevrolet, Inc. Amended and Restated 401(k) Profit Sharing PlanRon Marhofer Chevrolet, Inc.…$7MSpartanburg Steel Products, Inc. Savings and Investment PlanSpartanburg Steel Products, …$7MIn-Shape Health Clubs 401(k) PlanIn-Shape Health Clubs 401(k)…$7M
End-of-year total assets ($M) among Villa Maria Health and Rehabilitation 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$1M
Employer EIN331016260
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Avanti Health Systems)

Sponsor-wide plan assets over time

All Avanti Health Systems plans reported in each filing year

Latest sponsor-wide plan assets
$6M 9.11399084988192% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M 202220232024 $6.94M $6.31M ▼ -9.1%
Year Plans Participants Total Assets
2022 1 233 $7M
2023 1 225 $7M
2024 1 211 $6M

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Villa Maria Health and Rehabilitation 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Villa Maria Health and Rehabilitation 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.006939364 · Participants: 233Villa Maria Health and Rehabilitation 401(k) Profit Sharing Plan and TrustJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Villa Maria Health and Rehabilitation 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Villa Maria Health and Rehabilitation 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Villa Maria Health and Rehabilitation 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Haldeman Inc. 401(k) Plan in CA ($7M); by covered participants it is Oak Ridge 401(k) Plan in IN (233 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (233 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 Villa Maria Health and Rehabilitation 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Villa Maria Health and Rehabilitation 401(k) Profit Sharing Plan and Trust declined sharply - down 15.2% during 2022, from $8M to $7M. Reported net income was -$1M.
How have Avanti Health Systems plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Avanti Health Systems's sponsor-wide assets declined 9.1%, from $7M to $6M.
Which 401(k) plans are similar in size to Villa Maria Health and Rehabilitation 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Haldeman Inc. 401(k) Plan in CA ($7M, 68 participants).
Which 401(k) plans cover a similar participant headcount to Villa Maria Health and Rehabilitation 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Oak Ridge 401(k) Plan in IN (233 participants, $7M 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 331016260.

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.