Other · DOL Form 5500 · 2023
Ladd Memorial Hospital Dba Osceola Medical Center Retirement Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 251
- Participants Below avg headcount
- 68th
- Percentile by assets National rank
- $61,200
- Avg per participant Low balance/head
Official DOL plan name: Osceola Medical Center 403(b) Tax Deferred Annuity Plan · Sponsored by Ladd Memorial Hospital Dba Osceola Medical Center · Wisconsin · Healthcare & Social Assistance
$15M in assets, 251 participants
Ladd Memorial Hospital Dba Osceola Medical Center's Osceola Medical Center 403(b) Tax Deferred Annuity Plan reported $15M in total assets and 251 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.
- #12,855 in Healthcare & Social Assistance (17,684 peers)
Coverage in Wisconsin
Osceola Medical Center 403(b) Tax Deferred Annuity Plan covers 251 participants in Wisconsin, about 45% of the average Wisconsin filer (state average ~563 per filing). Assets: $15M.
- #12,855
- in Healthcare & Social Assistance (17,684 peers)
- +19.6%
- assets growth YoY
Osceola Medical Center 403(b) Tax Deferred Annuity Plan's outsized position by total assets
Osceola Medical Center 403(b) Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$15,361,106 Top 32% higher than 68% 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
Osceola Medical Center 403(b) Tax Deferred Annuity 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. Osceola Medical Center 403(b) Tax Deferred Annuity Plan sits mid-pack in the medium band (251 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Osceola Medical Center 403(b) Tax Deferred Annuity Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Osceola Medical Center 403(b) Tax Deferred Annuity Plan end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.
- Osceola Medical Center 403(b) Tax Deferred Annuity Plan reported participants rose from 213 in the plan year 2022 filing to 251 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 390773970 · Ladd Memorial Hospital Dba Osceola Medical Center PY 2023 · Other
Osceola Medical Center 403(b) Tax Deferred Annuity Plan · $15M · 251 · 68th
- PART $15M
- TYPE 251
- NET 68th
- BOOK Other
- VS-ST near Housing Works, Inc. 403(b) Tda Plan
- BOY ind #12855
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 →
Osceola Medical Center 403(b) Tax Deferred Annuity Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $3M |
| Employer EIN | 390773970 |
| Plan Effective Date | 1992-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ladd Memorial Hospital Dba Osceola Medical Center)
Sponsor-wide plan assets over time
All Ladd Memorial Hospital Dba Osceola Medical Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 35.452154085236316% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 213 | $13M |
| 2023 | 1 | 251 | $15M |
| 2024 | 1 | 300 | $17M |
Nearby Other Plans in Wisconsin
Peer Other plans, same state, same plan type, ranked by total assets.
- The Medical College of Wisconsin, Inc. Retirement Plan $2.3B · 6,591
- Froedtert Health, Inc. 403(b) Plan $1.9B · 15,352
- University of Wisconsin Medical Foundation Physicians Retirement Plan $1.3B · 1,636
- Children's Hospital and Health System Shared Retirement Savings Plan $898M · 5,798
- Marquette University Retirement Plan $865M · 3,157
Osceola Medical Center 403(b) Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is Housing Works, Inc. 403(b) Tda Plan in NY ($15M); by covered participants it is St. Paul Academy and Summit School 403(b) DC Plan in MN (251 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Housing Works, Inc. 403(b) Tda Plan (NY) $15M · 280
- San Diego Foundation Section 403(b) Plan (CA) $15M · 90
- Comprehensive Healthcare 403(b) Plan (WA) $15M · 605
- Gemma Services 403b Plan (PA) $15M · 431
Similar participant headcount
Nearest other-state filings by covered participants (251 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.