401(k) · DOL Form 5500 · 2023

Fond Du Lac Regional Clinic, S.C. 401(k) Plan

Data updated 2026-08-25

$116M
Total assets Near avg plan size: 98
Participants Small participant base: 92nd
Percentile by assets National rank: $1.2M
Avg per participant High balance/head

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Official DOL plan name: Fond Du Lac Regional Clinic, S.C. 401(k) Profit Sharing Plan · Sponsored by Fond Du Lac Regional Clinic, S.C. · Wisconsin · Healthcare & Social Assistance

$116M in assets, 98 participants

Fond Du Lac Regional Clinic, S.C.'s Fond Du Lac Regional Clinic, S.C. 401(k) Profit Sharing Plan reported $116M in total assets and 98 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

#16,477 in Healthcare & Social Assistance (17,684 peers)

Where Fond Du Lac Regional Clinic, S.C. 401(k) Profit Sharing Plan sits by assets

Fond Du Lac Regional Clinic, S.C. 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $116M for 98 participants (~$1.2M/participant), up 10.7% in 2023.

#16,477
in Healthcare & Social Assistance (17,684 peers): +10.7%
assets growth YoY: 1.2×
vs typical plan assets (national mean)

Fond Du Lac Regional Clinic, S.C. 401(k) Profit Sharing Plan's outsized position by total assets

Fond Du Lac Regional Clinic, S.C. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$116,079,135 Top 8% higher than 92% 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

Fond Du Lac Regional Clinic, S.C. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fond Du Lac Regional Clinic, S.C. 401(k) Profit Sharing Plan is a small filing (98 participants) on this national headcount ladder.

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%)

Fond Du Lac Regional Clinic, S.C. 401(k) Profit Sharing Plan reported net income rose from -$25M in the plan year 2022 filing to $11M in the plan year 2023 filing.
Fond Du Lac Regional Clinic, S.C. 401(k) Profit Sharing Plan end-of-year assets rose from $105M in the plan year 2022 filing to $116M in the plan year 2023 filing.
Fond Du Lac Regional Clinic, S.C. 401(k) Profit Sharing Plan reported participants fell from 103 in the plan year 2022 filing to 98 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 391172740 · Fond Du Lac Regional Clinic, S.C. PY 2023 · 401(k)

Fond Du Lac Regional Clinic, S.C. 401(k) Profit Sharing Plan · $116M · 98 · 92nd

SCH $116M
SCH 98
SCH 92nd
SCH 401(k)
SCH near Btig, LLC 401(k) Plan
SCH ind #16477

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 Fond Du Lac Regional Clinic, S.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$105M
Net Assets (End of Year)	$116M
Net Income	$11M
Employer EIN	391172740
Plan Effective Date	1994-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Fond Du Lac Regional Clinic, S.C.)

Latest sponsor-wide plan assets: $125M 19.024245295595378% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	103	$105M
2023	1	98	$116M
2024	1	100	$125M

Nearby 401(k) Plans in Wisconsin

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

Fond Du Lac Regional Clinic, S.C. 401(k) Profit Sharing 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 Fond Du Lac Regional Clinic, S.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Fond Du Lac Regional Clinic, S.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Btig, LLC 401(k) Plan in CA ($116M); by covered participants it is Blanco Enterprises 1081. 01(D) Retirement Plan in PR (98 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($116M here).

Btig, LLC 401(k) Plan (CA) $116M · 627
Mcelroy, Deutsch, Mulvaney & Carpenter, LLP 401(k) Plan (NJ) $116M · 323
Hardesty & Hanover Employees' 401(k) Profit Sharing Plan (NY) $116M · 520
Imagine Learning LLC 401(k) Plan (AZ) $116M · 2,637

Similar participant headcount

Nearest other-state filings by covered participants (98 participants); asset peers above are excluded.

Blanco Enterprises 1081. 01(D) Retirement Plan (PR) 98 · 0 off
Bob Ward & Sons, Inc. 401(k) Retirement Plan (MT) 98 · 0 off
Jackson Oncology Associates, P.L.L.C 401(k) Plan (MS) 98 · 0 off
Volver Investment Partners, LLC 401(k) (NJ) 98 · 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 Fond Du Lac Regional Clinic, S.C. 401(k) Profit Sharing Plan assets move in 2023? ▼

Fond Du Lac Regional Clinic, S.C. 401(k) Profit Sharing Plan grew at a solid clip - up 10.7% during 2023, from $105M to $116M. Reported net income was $11M.

How have Fond Du Lac Regional Clinic, S.C. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Fond Du Lac Regional Clinic, S.C.'s sponsor-wide assets grew 19.0%, from $105M to $125M.

Where does Fond Du Lac Regional Clinic, S.C. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼

Fond Du Lac Regional Clinic, S.C. 401(k) Profit Sharing Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to Fond Du Lac Regional Clinic, S.C. 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Btig, LLC 401(k) Plan in CA ($116M, 627 participants).

Which 401(k) plans cover a similar participant headcount to Fond Du Lac Regional Clinic, S.C. 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Blanco Enterprises 1081. 01(D) Retirement Plan in PR (98 participants, $81K 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 391172740.