401(k) · DOL Form 5500 · 2022

Bellin Health Systems, Inc. 401(k) Plan

Data updated 2026-08-25

$579M
Total assets Above avg plan size
4,696
Participants Above avg headcount
98th
Percentile by assets National rank
$123,396
Avg per participant Near avg balance/head
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Official DOL plan name: Bellin Health 401(k) Retirement Plan · Sponsored by Bellin Health Systems, Inc. · Wisconsin · Healthcare & Social Assistance

$579M in assets, 4,696 participants

Bellin Health Systems, Inc.'s Bellin Health 401(k) Retirement Plan reported $579M in total assets and 4,696 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #19,729 in Healthcare & Social Assistance (20,060 peers)

Coverage in Wisconsin

Bellin Health 401(k) Retirement Plan covers 4,696 participants in Wisconsin, 8.3x the typical Wisconsin plan (state average ~563 per filing). Assets: $579M.

#19,729
in Healthcare & Social Assistance (20,060 peers)
+20.8%
assets growth YoY
5.8×
vs typical plan assets (national mean)

Bellin Health 401(k) Retirement Plan's outsized position by total assets

Bellin Health 401(k) Retirement Plan vs every filed plan by assets

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

$579,467,933 Top 2% higher than 98% 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

Bellin Health 401(k) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bellin Health 401(k) Retirement Plan lands in the large band (4,696 participants).

Published 5500 schedule card

Filing strip 391512904 · Bellin Health Systems, Inc. PY 2022 · 401(k)

Bellin Health 401(k) Retirement Plan · $579M · 4,696 · 98th

  • TYPE $579M
  • TYPE 4,696
  • TYPE 98th
  • TYPE 401(k)
  • TYPE near Patterson Companies, Inc. 401(k) Plan
  • TYPE ind #19729

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 →

Bellin Health 401(k) Retirement Plan in the asset neighbourhood

Bellin Health 401(k) Retirement PlanBellin Health 401(k) Retirem…$579MPatterson Companies, Inc. 401(k) PlanPatterson Companies, Inc. 40…$579MGerdau Ameristeel US 401(k) Retirement PlanGerdau Ameristeel US 401(k) …$579MInternational Union of Operating Engineers Local 4 AnnuityInternational Union of Opera…$579MFederated Mutual Insurance Company 401(k) PlanFederated Mutual Insurance C…$578M
End-of-year total assets ($M) among Bellin Health 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$480M
Net Assets (End of Year)$579M
Net Income$100M
Employer EIN391512904
Plan Effective Date2001-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bellin Health Systems, Inc.)

Sponsor-wide plan assets over time

All Bellin Health Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$862M 48.73808780718156% vs 2022
2024 filing year
$500M$600M$700M$800M$900M 202220232024 $579M $862M ▲ +48.7%
Year Plans Participants Total Assets
2022 1 4,696 $579M
2023 1 5,261 $757M
2024 1 5,534 $862M

Nearby 401(k) Plans in Wisconsin

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

Bellin Health 401(k) Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 0100002000030000 0246 Total assets ($B) Participants Bellin Health 401(k) Retirement Plan, Total assets ($B): 0.579467933 · Participants: 4696Bellin Health 401(k) Retirement PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Bellin Health 401(k) Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Bellin Health 401(k) Retirement Plan side-by-side with 3 peers →

Bellin Health 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Patterson Companies, Inc. 401(k) Plan in MN ($579M); by covered participants it is Central South Carpenters and Milwrights Defined Contribution Fund in TN (4,694 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,696 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 Bellin Health 401(k) Retirement Plan assets move in 2022? ▼
Bellin Health 401(k) Retirement Plan grew sharply - up 20.8% during 2022, from $480M to $579M. Reported net income was $100M.
How have Bellin Health Systems, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bellin Health Systems, Inc.'s sponsor-wide assets grew 48.7%, from $579M to $862M.
Where does Bellin Health 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Bellin Health 401(k) Retirement Plan ranks in the 98th 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 401(k) plans are similar in size to Bellin Health 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Patterson Companies, Inc. 401(k) Plan in MN ($579M, 6,336 participants).
Which 401(k) plans cover a similar participant headcount to Bellin Health 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Central South Carpenters and Milwrights Defined Contribution Fund in TN (4,694 participants, $186M 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 391512904.

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.