401(k) · DOL Form 5500 · 2023

Baycare Clinic, L.L.P. 401(k) Plan

Data updated 2026-08-11

$276M
Total assets: 896
Participants: 96th
Percentile by assets: $308,170
Avg per participant

Official DOL plan name: Baycare Clinic 401(k) Retirement Savings Plan · Sponsored by Baycare Clinic, L.L.P. · Wisconsin · Healthcare & Social Assistance

$276M in assets, 896 participants

Baycare Clinic, L.L.P.'s Baycare Clinic 401(k) Retirement Savings Plan reported $276M in total assets and 896 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

96th percentile by assets (of 127,072 plans)
#17,028 in Healthcare & Social Assistance (17,684 peers)

Where Baycare Clinic 401(k) Retirement Savings Plan sits by assets

Baycare Clinic 401(k) Retirement Savings Plan sits in the top 5% of all filed plans by assets, $276M for 896 participants (~$308,170/participant), up 19.2% in 2023.

$276M
total plan assets (2023 EOY): 896
covered participants: 96th
percentile by assets (of 127,072 plans): $308,170
avg assets per participant

Baycare Clinic 401(k) Retirement Savings Plan reported net income rose from -$54M in the plan year 2022 filing to $45M in the plan year 2023 filing.
Baycare Clinic 401(k) Retirement Savings Plan end-of-year assets rose from $232M in the plan year 2022 filing to $276M in the plan year 2023 filing.
Baycare Clinic 401(k) Retirement Savings Plan reported participants rose from 868 in the plan year 2022 filing to 896 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Wisconsin

Industry

Healthcare & Social Assistance

Baycare Clinic 401(k) Retirement Savings Plan vs the 2023 asset distribution

By assets, Baycare Clinic 401(k) Retirement Savings Plan outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.8x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$232M
Net Assets (End of Year)	$276M
Net Income	$45M
Employer EIN	391943214
Plan Effective Date	1999-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Baycare Clinic, L.L.P.)

Total plan assets by year, all Baycare Clinic, L.L.P. plans on file

Year	Plans	Participants	Total Assets
2022	1	868	$232M
2023	1	896	$276M
2024	1	936	$316M

Nearby 401(k) Plans in Wisconsin

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

Baycare Clinic 401(k) Retirement 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 Baycare Clinic 401(k) Retirement Savings… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Baycare Clinic 401(k) Retirement Savings Plan by total assets, not by location.

Firstservice Residential 401(k) Plan (FL) $276M · 16,805
Parkview Medical Center, Inc. Savings Plan (CO) $276M · 2,714
Meba 401(k) Plan (MD) $276M · 1,796
Sierra-Cedar Companies, LLC 401(k) Plan (GA) $276M · 421

Frequently Asked Questions

How did Baycare Clinic 401(k) Retirement Savings Plan assets move in 2023? ▼

Baycare Clinic 401(k) Retirement Savings Plan grew sharply - up 19.2% during 2023, from $232M to $276M. Reported net income was $45M.

How have Baycare Clinic, L.L.P. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Baycare Clinic, L.L.P.'s sponsor-wide assets grew 36.3%, from $232M to $316M.

Where does Baycare Clinic 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼

Baycare Clinic 401(k) Retirement Savings Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Baycare Clinic 401(k) Retirement Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Firstservice Residential 401(k) Plan in FL ($276M, 16,805 participants).

Next read for Baycare Clinic 401(k) Retirement Savings…

Scale reading

Ways to act on Baycare Clinic 401(k) Retirement Savings Plan's numbers.

By total assets, Baycare Clinic 401(k) Retirement Savings 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
Baycare Clinic, L.L.P.'s sponsor-wide assets have grown 36.3% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

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 391943214.