401(k) · DOL Form 5500 · 2023

Prevea Clinic, Inc. 401(k) Plan

Data updated 2026-08-11

$462M
Total assets: 2,411
Participants: 97th
Percentile by assets: $191,478
Avg per participant

Official DOL plan name: Prevea Clinic, Inc. 401(k) and Retirement Plan · Sponsored by Prevea Clinic, Inc. · Wisconsin · Healthcare & Social Assistance

$462M in assets, 2,411 participants

Prevea Clinic, Inc.'s Prevea Clinic, Inc. 401(k) and Retirement Plan reported $462M in total assets and 2,411 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

97th percentile by assets (of 127,072 plans)
#17,236 in Healthcare & Social Assistance (17,684 peers)

Coverage in Wisconsin

Prevea Clinic, Inc. 401(k) and Retirement Plan covers 2,411 participants in Wisconsin, 4.3x the typical Wisconsin plan (state average ~563 per filing). Assets: $462M.

$462M
total plan assets (2023 EOY): 2,411
covered participants: 97th
percentile by assets (of 127,072 plans): $191,478
avg assets per participant

Prevea Clinic, Inc. 401(k) and Retirement Plan reported net income rose from -$75M in the plan year 2022 filing to $75M in the plan year 2023 filing.
Prevea Clinic, Inc. 401(k) and Retirement Plan end-of-year assets rose from $387M in the plan year 2022 filing to $462M in the plan year 2023 filing.
Prevea Clinic, Inc. 401(k) and Retirement Plan reported participants rose from 2,287 in the plan year 2022 filing to 2,411 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Wisconsin

Industry

Healthcare & Social Assistance

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Prevea Clinic, Inc. 401(k) and Retirement Plan reports 2,411 participants - 4.3x that state average ($462M EOY assets).

Wisconsin filing particulars

Total Assets (Beginning of Year)	$387M
Net Assets (End of Year)	$462M
Net Income	$75M
Employer EIN	391839349
Plan Effective Date	1997-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Prevea Clinic, Inc.)

Total plan assets by year, all Prevea Clinic, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	2,287	$387M
2023	1	2,411	$462M
2024	1	2,423	$492M

Nearby 401(k) Plans in Wisconsin

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

Prevea Clinic, Inc. 401(k) and Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Advocate Aurora Health 401(k) Plan $9.1B · 76,956
Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
Fiserv 401(k) Savings Plan $4.8B · 25,280
Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
Rockwell Automation Retirement Savings Plan $3.6B · 8,877

Compare Prevea Clinic, Inc. 401(k) and Retiremen… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Prevea Clinic, Inc. 401(k) and Retirement Plan by total assets, not by location.

Westfield Employee Retirement Savings Plan (OH) $462M · 2,565
Apogee Enterprises, Inc. 401(k) Retirement Plan (MN) $462M · 3,957
Symetra Financial Retirement Savings Plan (WA) $462M · 2,151
Jeld-Wen 401(k) Retirement Savings Plan (NC) $462M · 10,576

Frequently Asked Questions

How did Prevea Clinic, Inc. 401(k) and Retirement Plan assets move in 2023? ▼

Prevea Clinic, Inc. 401(k) and Retirement Plan grew sharply - up 19.4% during 2023, from $387M to $462M. Reported net income was $75M.

How have Prevea Clinic, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Prevea Clinic, Inc.'s sponsor-wide assets grew 27.2%, from $387M to $492M.

Where does Prevea Clinic, Inc. 401(k) and Retirement Plan rank by assets among Form 5500 filers? ▼

Prevea Clinic, Inc. 401(k) and Retirement Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Prevea Clinic, Inc. 401(k) and Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Westfield Employee Retirement Savings Plan in OH ($462M, 2,565 participants).

Next read for Prevea Clinic, Inc. 401(k) and Retiremen…

Filing takeaways

Ways to act on Prevea Clinic, Inc. 401(k) and Retirement Plan's numbers.

By total assets, Prevea Clinic, Inc. 401(k) and Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
Prevea Clinic, Inc.'s sponsor-wide assets have grown 27.2% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391839349.