401(k) · DOL Form 5500 · 2023

Chartwell Midwest Wisconsin LLC, Dba Uw Health Care Direct 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
278
Participants Below avg headcount
75th
Percentile by assets National rank
$82,108
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Chartwell Midwest Wisconsin Retirement Plan · Sponsored by Chartwell Midwest Wisconsin LLC, Dba Uw Health Care Direct · Wisconsin · Healthcare & Social Assistance

$23M in assets, 278 participants

Chartwell Midwest Wisconsin LLC, Dba Uw Health Care Direct's Chartwell Midwest Wisconsin Retirement Plan reported $23M in total assets and 278 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #13,955 in Healthcare & Social Assistance (17,684 peers)

Coverage in Wisconsin

Chartwell Midwest Wisconsin Retirement Plan covers 278 participants in Wisconsin, about 49% of the average Wisconsin filer (state average ~563 per filing). Assets: $23M.

#13,955
in Healthcare & Social Assistance (17,684 peers)
+29.8%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Chartwell Midwest Wisconsin Retirement Plan's outsized position by total assets

Chartwell Midwest Wisconsin Retirement Plan vs every filed plan by assets

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

$22,826,104 Top 25% higher than 75% of 127,068 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 2023

Chartwell Midwest Wisconsin Retirement 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. Chartwell Midwest Wisconsin Retirement Plan sits mid-pack in the medium band (278 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Chartwell Midwest Wisconsin Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Chartwell Midwest Wisconsin Retirement Plan end-of-year assets rose from $18M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Chartwell Midwest Wisconsin Retirement Plan reported participants fell from 283 in the plan year 2022 filing to 278 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 391796267 · Chartwell Midwest Wisconsin LLC, Dba Uw Health Care Direct PY 2023 · 401(k)

Chartwell Midwest Wisconsin Retirement Plan · $23M · 278 · 75th

  • PHOTO $23M
  • PHOTO 278
  • PHOTO 75th
  • PHOTO 401(k)
  • PHOTO near Jama Software, Inc 401(k) Plan
  • PHOTO ind #13955

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 →

Chartwell Midwest Wisconsin Retirement Plan in the asset neighbourhood

Chartwell Midwest Wisconsin Retirement PlanChartwell Midwest Wisconsin …$23MJama Software, Inc 401(k) PlanJama Software, Inc 401(k) Pl…$23MCrusader Community Health Retirement PlanCrusader Community Health Re…$23MNorthern Bank and Trust Company 401(k) PlanNorthern Bank and Trust Comp…$23MDeel 401(k) Plan$23M
End-of-year total assets ($M) among Chartwell Midwest Wisconsin Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$23M
Net Income$5M
Employer EIN391796267
Plan Effective Date1999-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Chartwell Midwest Wisconsin LLC, Dba Uw Health Care Direct)

Sponsor-wide plan assets over time

All Chartwell Midwest Wisconsin LLC, Dba Uw Health Care Direct plans reported in each filing year

Latest sponsor-wide plan assets
$27M 52.281557984871284% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17.6M $26.8M ▲ +52.3%
Year Plans Participants Total Assets
2022 1 283 $18M
2023 1 278 $23M
2024 1 273 $27M

Nearby 401(k) Plans in Wisconsin

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

Chartwell Midwest Wisconsin Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Chartwell Midwest Wisconsin Retirement Plan, Total assets ($B): 0.022826104 · Participants: 278Chartwell Midwest Wisconsin Retirement PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Chartwell Midwest Wisconsin Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Chartwell Midwest Wisconsin Retirement Plan side-by-side with 3 peers →

Chartwell Midwest Wisconsin Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Jama Software, Inc 401(k) Plan in OR ($23M); by covered participants it is Centurion Pipeline Company, LLC 401(k) Plan in TX (278 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (278 participants); asset peers above are excluded.

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 Chartwell Midwest Wisconsin Retirement Plan assets move in 2023? ▼
Chartwell Midwest Wisconsin Retirement Plan grew sharply - up 29.8% during 2023, from $18M to $23M. Reported net income was $5M.
How have Chartwell Midwest Wisconsin LLC, Dba Uw Health Care Direct plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chartwell Midwest Wisconsin LLC, Dba Uw Health Care Direct's sponsor-wide assets grew 52.3%, from $18M to $27M.
Where does Chartwell Midwest Wisconsin Retirement Plan rank by assets among Form 5500 filers? ▼
Chartwell Midwest Wisconsin Retirement Plan ranks in the 75th 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 Chartwell Midwest Wisconsin Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jama Software, Inc 401(k) Plan in OR ($23M, 181 participants).
Which 401(k) plans cover a similar participant headcount to Chartwell Midwest Wisconsin Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Centurion Pipeline Company, LLC 401(k) Plan in TX (278 participants, N/A 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 391796267.

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.