Defined Benefit (Pension) · DOL Form 5500 · 2022
Froedtert South, Inc. Pension Plan
Data updated 2026-08-11
- $241M
- Total assets
- 697
- Participants
- 96th
- Percentile by assets
- $345,639
- Avg per participant
Official DOL plan name: Froedtert South, Inc. Employees' Pension Plan · Sponsored by Froedtert South, Inc. · Wisconsin · Healthcare & Social Assistance
$241M in assets, 697 participants
Froedtert South, Inc.'s Froedtert South, Inc. Employees' Pension Plan reported $241M in total assets and 697 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 139,126 plans)
- #19,387 in Healthcare & Social Assistance (20,060 peers)
Where Froedtert South, Inc. Employees' Pension Plan sits by assets
Froedtert South, Inc. Employees' Pension Plan sits in the top 5% of all filed plans by assets, $241M for 697 participants (~$345,639/participant), down 4.7% in 2022.
- $241M
- total plan assets (2022 EOY)
- 697
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $345,639
- avg assets per participant
The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Froedtert South, Inc. Employees' Pension Plan vs the 2022 asset distribution
By assets, Froedtert South, Inc. Employees' Pension Plan outranks 96% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 2.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $253M |
|---|---|
| Net Assets (End of Year) | $241M |
| Net Income | -$12M |
| Employer EIN | 390816845 |
| Plan Effective Date | 1961-07-01 |
| 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 | 3 | 4,654 | $355M |
Nearby Defined Benefit (Pension) Plans in Wisconsin
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Froedtert South, Inc. Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
- The Northwestern Mutual Employee Retirement Plan $3.1B · 7,377
- Building Trades United Pension Trust Fund Milwaukee and Vicinity $3.0B · 9,724
- Rockwell Automation Pension Plan $2.1B · 3,077
- The Northwestern Mutual Life Insurance Company Agents Retirement Plan $1.9B · 7,278
- Harley-Davidson Retirement Plan $1.8B · 1,744
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Froedtert South, Inc. Employees' Pension Plan by total assets, not by location.
- Local 153-Ghi Pension Plan (NY) $241M · 149
- Accenture United States New Pension Plan (IL) $240M · 292
- Whx Pension Plan II (NY) $241M · 2
- New Jersey Health Care Employers- Pension Plan (NJ) $242M · 2,417
Frequently Asked Questions
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Next read for Froedtert South, Inc. Employees' Pension…
Scale reading
Ways to act on Froedtert South, Inc. Employees' Pension Plan's numbers.
- By total assets, Froedtert South, Inc. Employees' Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Wisconsin. Compare plans
- Froedtert South, Inc.'s sponsor-wide assets have grown 11.5% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans