Other · DOL Form 5500 · 2022
Cumberland Healthcare Retirement Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 212
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $71,493
- Avg per participant Below avg balance/head
Official DOL plan name: Cumberland Healthcare 403(b) Plan · Sponsored by Cumberland Healthcare · Wisconsin · Healthcare & Social Assistance
$15M in assets, 212 participants
Cumberland Healthcare's Cumberland Healthcare 403(b) Plan reported $15M in total assets and 212 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.
- #15,485 in Healthcare & Social Assistance (20,060 peers)
Coverage in Wisconsin
Cumberland Healthcare 403(b) Plan covers 212 participants in Wisconsin, about 38% of the average Wisconsin filer (state average ~563 per filing). Assets: $15M.
- #15,485
- in Healthcare & Social Assistance (20,060 peers)
- +15.1%
- assets growth YoY
Cumberland Healthcare 403(b) Plan's outsized position by total assets
Cumberland Healthcare 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$15,156,584 Top 27% higher than 73% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Cumberland Healthcare 403(b) Plan 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. Cumberland Healthcare 403(b) Plan sits mid-pack in the medium band (212 participants).
Form 5500 schedule snapshot
Filing strip 390831153 · Cumberland Healthcare PY 2022 · Other
Cumberland Healthcare 403(b) Plan · $15M · 212 · 73rd
- PHOTO $15M
- PHOTO 212
- PHOTO 73rd
- PHOTO Other
- PHOTO near 403(b) Thrift Plan for Community Action Project of Tulsa County, Inc.
- PHOTO ind #15485
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 →
Cumberland Healthcare 403(b) Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $2M |
| Employer EIN | 390831153 |
| Plan Effective Date | 2005-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cumberland Healthcare)
Sponsor-wide plan assets over time
All Cumberland Healthcare plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 23.36133920413729% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 212 | $15M |
| 2023 | 1 | 235 | $17M |
| 2024 | 1 | 227 | $19M |
Nearby Other Plans in Wisconsin
Peer Other plans, same state, same plan type, ranked by total assets.
- The Medical College of Wisconsin, Inc. Retirement Plan $2.0B · 6,020
- Froedtert Health, Inc. 403(b) Plan $1.5B · 13,617
- University of Wisconsin Medical Foundation Physicians Retirement Plan $1.1B · 1,679
- Marquette University Retirement Plan $779M · 2,039
- Children's Hospital and Health System Shared Retirement Savings Plan $760M · 5,299
Cumberland Healthcare 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is 403(b) Thrift Plan for Community Action Project of Tulsa County, Inc. in OK ($15M); by covered participants it is The American Bible Society Section 403(b) Savings & Retirement Plan in PA (212 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (212 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.