401(k) · DOL Form 5500 · 2023

Vernon Memorial Healthcare, Inc. 401(k) Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size: 452
Participants Below avg headcount: 86th
Percentile by assets National rank: $118,526
Avg per participant Near avg balance/head

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Official DOL plan name: Vernon Memorial Healthcare Employees Pension & Savings Plan · Sponsored by Vernon Memorial Healthcare, Inc. · Wisconsin · Healthcare & Social Assistance

$54M in assets, 452 participants

Vernon Memorial Healthcare, Inc.'s Vernon Memorial Healthcare Employees Pension & Savings Plan reported $54M in total assets and 452 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

#15,628 in Healthcare & Social Assistance (17,684 peers)

Where Vernon Memorial Healthcare Employees Pension & Savings Plan sits by assets

Vernon Memorial Healthcare Employees Pension & Savings Plan sits in the top quartile of all filed plans by assets, $54M for 452 participants (~$118,526/participant), up 3.4% in 2023.

#15,628
in Healthcare & Social Assistance (17,684 peers): +3.4%
assets growth YoY: 0.5×
vs typical plan assets (national mean)

Vernon Memorial Healthcare Employees Pension & Savings Plan's outsized position by total assets

Vernon Memorial Healthcare Employees Pension & Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$53,573,779 Top 14% higher than 86% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Vernon Memorial Healthcare Employees Pension & Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vernon Memorial Healthcare Employees Pension & Savings Plan sits mid-pack in the medium band (452 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Vernon Memorial Healthcare Employees Pension & Savings Plan reported net income fell from $4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Vernon Memorial Healthcare Employees Pension & Savings Plan end-of-year assets rose from $52M in the plan year 2022 filing to $54M in the plan year 2023 filing.
Vernon Memorial Healthcare Employees Pension & Savings Plan reported participants rose from 438 in the plan year 2022 filing to 452 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 390806404 · Vernon Memorial Healthcare, Inc. PY 2023 · 401(k)

Vernon Memorial Healthcare Employees Pension & Savings Plan · $54M · 452 · 86th

SCH $54M
EBSA 452
PART 86th
TYPE 401(k)
NET near Veseris 401(k) Savings Plan
BOOK ind #15628

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 →

End-of-year total assets ($M) among Vernon Memorial Healthcare Employees Pension & Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$52M
Net Assets (End of Year)	$54M
Net Income	$2M
Employer EIN	390806404
Plan Effective Date	1963-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Vernon Memorial Healthcare, Inc.)

Latest sponsor-wide plan assets: $58M 12.41891474698051% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	438	$52M
2023	1	452	$54M
2024	1	470	$58M

Nearby 401(k) Plans in Wisconsin

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

Vernon Memorial Healthcare Employees Pension & Savings 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 Vernon Memorial Healthcare Employees Pension & Savings Plan side-by-side with 3 peers →

Vernon Memorial Healthcare Employees Pension & Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Veseris 401(k) Savings Plan in TX ($54M); by covered participants it is Colonial Savings 401(k) Profit Sharing Plan in TX (452 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($54M here).

Veseris 401(k) Savings Plan (TX) $54M · 450
IBEW Local Union 1245 Pension Plan (CA) $54M · 79
Ulliman Schutte Construction, LLC 401(k) Profit Sharing Plan (OH) $54M · 268
Associated Anesthesiologists, S.C. Profit Sharing Plan (IL) $54M · 55

Similar participant headcount

Nearest other-state filings by covered participants (452 participants); asset peers above are excluded.

Colonial Savings 401(k) Profit Sharing Plan (TX) 452 · 0 off
Bake Fresh North America, LLC 401(k) Plan (VA) 452 · 0 off
A-Lign Compliance and Security, Inc. 401(k) P/S Plan (FL) 452 · 0 off
Wagner Industries, LLC 401(k) Retirement Plan (MO) 452 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Vernon Memorial Healthcare Employees Pension & Savings Plan assets move in 2023? ▼

Vernon Memorial Healthcare Employees Pension & Savings Plan edged up modestly - up 3.4% during 2023, from $52M to $54M. Reported net income was $2M.

How have Vernon Memorial Healthcare, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Vernon Memorial Healthcare, Inc.'s sponsor-wide assets grew 12.4%, from $52M to $58M.

Where does Vernon Memorial Healthcare Employees Pension & Savings Plan rank by assets among Form 5500 filers? ▼

Vernon Memorial Healthcare Employees Pension & Savings Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to Vernon Memorial Healthcare Employees Pension & Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Veseris 401(k) Savings Plan in TX ($54M, 450 participants).

Which 401(k) plans cover a similar participant headcount to Vernon Memorial Healthcare Employees Pension & Savings Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Colonial Savings 401(k) Profit Sharing Plan in TX (452 participants, $91M in assets).

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 390806404.