Tri-County Memorial Hospital, Inc. Tax Deferred Savings Plan
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Tri-County Memorial Hospital, Inc. · Wisconsin · Healthcare & Social Assistance
What the 2023 filing shows
Tri-County Memorial Hospital, Inc. Tax Deferred Savings Plan holds $11M for 230 participants — about $48,502 per participant, up 18.5% over the 2022 plan year.
- $11M
- total plan assets (2022 EOY)
- 230
- covered participants
- $48,502
- avg assets per participant
- +18.5%
- assets growth YoY
What the Filing Says About Tri-County Memorial Hospital, Inc. Tax Deferred Savings Plan
Tri-County Memorial Hospital, Inc. Tax Deferred Savings Plan is a Profit Sharing retirement plan sponsored by Tri-County Memorial Hospital, Inc., headquartered in Wisconsin. As of the 2022 Form 5500 filing, the plan reports $11M in total end-of-year assets and covers 230 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 390704510, and the plan has been effective since 1992-07-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $9M at the beginning of 2022 to $11M at year-end — a gain of 18.5%. Net assets (after liabilities) closed the year at $11M, with reported net income of $2M 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.
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) | $9M |
| Total Assets (End of Year) | $11M |
| Net Assets (End of Year) | $11M |
| Net Income | $2M |
| Plan Type | Profit Sharing |
| Employer EIN | 390704510 |
| Plan Effective Date | 1992-07-01 |
| Filing Status | FILING RECEIVED |
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
Related Data
Guides
Frequently Asked Questions
How much money is in the Tri-County Memorial Hospital, Inc. Tax Deferred Savings Plan? ▼
What type of plan is Tri-County Memorial Hospital, Inc. Tax Deferred Savings Plan? ▼
Who sponsors the Tri-County Memorial Hospital, Inc. Tax Deferred Savings Plan? ▼
How did Tri-County Memorial Hospital, Inc. Tax Deferred Savings Plan perform in 2022? ▼
Where can I find official filings for Tri-County Memorial Hospital, Inc. Tax Deferred Savings Plan? ▼
How does Tri-County Memorial Hospital, Inc. Tax Deferred Savings Plan compare to other plans? ▼
Explore PlainRetire
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 390704510.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.