401(k) · DOL Form 5500 · 2022
Bellin Health Systems, Inc. 401(k) Plan
Data updated 2026-08-11
- $579M
- Total assets
- 4,696
- Participants
- 98th
- Percentile by assets
- $123,396
- Avg per participant
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.
- 98th percentile by assets (of 139,126 plans)
- #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.
- $579M
- total plan assets (2022 EOY)
- 4,696
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $123,396
- avg assets per participant
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Bellin Health 401(k) Retirement Plan reports 4,696 participants - 8.3x that state average ($579M EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $480M |
|---|---|
| Net Assets (End of Year) | $579M |
| Net Income | $100M |
| Employer EIN | 391512904 |
| Plan Effective Date | 2001-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bellin Health Systems, Inc.)
| 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
- Johnson Controls Retirement Savings and Investment Plan $5.5B · 28,701
- Fiserv 401(k) Savings Plan $4.3B · 26,610
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.0B · 11,034
- Rockwell Automation Retirement Savings Plan $3.2B · 8,032
- Nm Employee Savings Plan $2.4B · 7,423
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Bellin Health 401(k) Retirement Plan by total assets, not by location.
- Patterson Companies, Inc. 401(k) Plan (MN) $579M · 6,336
- Gerdau Ameristeel US 401(k) Retirement Plan (FL) $579M · 3,089
- International Union of Operating Engineers Local 4 Annuity (MA) $579M · 6,666
- Federated Mutual Insurance Company 401(k) Plan (MN) $578M · 2,696
Frequently Asked Questions
How did Bellin Health 401(k) Retirement Plan assets move in 2022? ▼
How have Bellin Health Systems, Inc. plan assets changed over time? ▼
Where does Bellin Health 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Bellin Health 401(k) Retirement Plan? ▼
Next read for Bellin Health 401(k) Retirement Plan
Filing takeaways
Ways to act on Bellin Health 401(k) Retirement Plan's numbers.
- By total assets, Bellin Health 401(k) 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
- Bellin Health Systems, Inc.'s sponsor-wide assets have grown 48.7% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans