Defined Benefit (Pension) · DOL Form 5500 · 2022

Froedtert South, Inc. Pension Plan

Data updated 2026-08-25

$241M
Total assets Near avg plan size
697
Participants Below avg headcount
96th
Percentile by assets National rank
$345,639
Avg per participant High balance/head
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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.

  • #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.

#19,387
in Healthcare & Social Assistance (20,060 peers)
-4.7%
assets change YoY
2.4×
vs typical plan assets (national mean)

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's outsized position by total assets

Froedtert South, Inc. Employees' Pension Plan vs every filed plan by assets

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

$240,910,484 Top 4% higher than 96% 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

Froedtert South, Inc. Employees' Pension 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. Froedtert South, Inc. Employees' Pension Plan sits mid-pack in the medium band (697 participants).

DOL schedule card

Filing strip 390816845 · Froedtert South, Inc. PY 2022 · Defined Benefit (Pension)

Froedtert South, Inc. Employees' Pension Plan · $241M · 697 · 96th

  • BOY $241M
  • BOY 697
  • BOY 96th
  • BOY Defined Benefit (Pension)
  • BOY near Local 153-Ghi Pension Plan
  • BOY ind #19387

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 →

Froedtert South, Inc. Employees' Pension Plan in the asset neighbourhood

New Jersey Health Care Employers- Pension PlanNew Jersey Health Care Emplo…$242MWhx Pension Plan II$241MFroedtert South, Inc. Employees' Pension PlanFroedtert South, Inc. Employ…$241MLocal 153-Ghi Pension Plan$241MAccenture United States New Pension PlanAccenture United States New …$240M
End-of-year total assets ($M) among Froedtert South, Inc. Employees' Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$253M
Net Assets (End of Year)$241M
Net Income-$12M
Employer EIN390816845
Plan Effective Date1961-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Froedtert South, Inc.)

Sponsor-wide plan assets over time

All Froedtert South, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$355M 11.520866143137038% vs 2022
2024 filing year
$300M$320M$340M$360M 202220232024 $319M $355M ▲ +11.5%
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 Scatter plot of 6 data points. 020004000600080001000012000 01234 Total assets ($B) Participants Froedtert South, Inc. Employees' Pension Plan, Total assets ($B): 0.240910484 · Participants: 697Froedtert South, Inc. Employees' Pension PlanThe Northwestern Mutual Employee Retirement Plan, Total assets ($B): 3.074208374 · Participants: 7377The Northwestern Mutual Employee Retirement PlanBuilding Trades United Pension Trust Fund Milwaukee and Vicinity, Total assets ($B): 2.951985172 · Participants: 9724Building Trades United Pension Trust Fund Milwaukee and VicinityRockwell Automation Pension Plan, Total assets ($B): 2.144532065 · Participants: 3077Rockwell Automation Pension PlanThe Northwestern Mutual Life Insurance Company Agents Retirement Plan, Total assets ($B): 1.927367772 · Participants: 7278The Northwestern Mutual Life Insurance Company Agents Retirement PlanHarley-Davidson Retirement Plan, Total assets ($B): 1.826706645 · Participants: 1744Harley-Davidson Retirement Plan
Froedtert South, Inc. Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare Froedtert South, Inc. Employees' Pension Plan side-by-side with 3 peers →

Froedtert South, Inc. Employees' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Local 153-Ghi Pension Plan in NY ($241M); by covered participants it is Zoological Society of San Diego Restated Pension Plan for Non-Union Employees in CA (697 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($241M here).

Similar participant headcount

Nearest other-state filings by covered participants (697 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 Froedtert South, Inc. Employees' Pension Plan assets move in 2022? ▼
Froedtert South, Inc. Employees' Pension Plan edged down modestly - down 4.7% during 2022, from $253M to $241M. Reported net income was -$12M.
How have Froedtert South, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Froedtert South, Inc.'s sponsor-wide assets grew 11.5%, from $319M to $355M.
Where does Froedtert South, Inc. Employees' Pension Plan rank by assets among Form 5500 filers? ▼
Froedtert South, Inc. Employees' Pension Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Froedtert South, Inc. Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Local 153-Ghi Pension Plan in NY ($241M, 149 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Froedtert South, Inc. Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Zoological Society of San Diego Restated Pension Plan for Non-Union Employees in CA (697 participants, $113M 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 390816845.

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.