401(k) · DOL Form 5500 · 2023
Children's Wisconsin 401(k) Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 187
- Participants Below avg headcount
- 75th
- Percentile by assets National rank
- $123,602
- Avg per participant Near avg balance/head
Official DOL plan name: Children's Hospital and Health System Shared Retirement Savings Plan - 401(k) · Sponsored by Children's Wisconsin · Wisconsin · Healthcare & Social Assistance
$23M in assets, 187 participants
Children's Wisconsin's Children's Hospital and Health System Shared Retirement Savings Plan - 401(k) reported $23M in total assets and 187 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.
- #13,992 in Healthcare & Social Assistance (17,684 peers)
Coverage in Wisconsin
Children's Hospital and Health System Shared Retirement Savings Plan - 401(k) covers 187 participants in Wisconsin, about 33% of the average Wisconsin filer (state average ~563 per filing). Assets: $23M.
- #13,992
- in Healthcare & Social Assistance (17,684 peers)
- +19.0%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Children's Hospital and Health System Shared Retirement Savings Plan - 401(k)'s outsized position by total assets
Children's Hospital and Health System Shared Retirement Savings Plan - 401(k) vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$23,113,658 Top 25% higher than 75% 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
Children's Hospital and Health System Shared Retirement Savings Plan - 401(k) 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. Children's Hospital and Health System Shared Retirement Savings Plan - 401(k) sits mid-pack in the medium band (187 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Children's Hospital and Health System Shared Retirement Savings Plan - 401(k) reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Children's Hospital and Health System Shared Retirement Savings Plan - 401(k) end-of-year assets rose from $19M in the plan year 2022 filing to $23M in the plan year 2023 filing.
- Children's Hospital and Health System Shared Retirement Savings Plan - 401(k) reported participants rose from 175 in the plan year 2022 filing to 187 in the plan year 2023 filing.
DOL schedule card
Filing strip 391500074 · Children's Wisconsin PY 2023 · 401(k)
Children's Hospital and Health System Shared Retirement Savings Plan - 401(k) · $23M · 187 · 75th
- PHOTO $23M
- PHOTO 187
- PHOTO 75th
- PHOTO 401(k)
- PHOTO near Mmpa Employee Deferred Savings Plan
- PHOTO ind #13992
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 →
Children's Hospital and Health System Shared Retirement Savings Plan - 401(k) in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $4M |
| Employer EIN | 391500074 |
| Plan Effective Date | 1989-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Children's Wisconsin)
Sponsor-wide plan assets over time
All Children's Wisconsin plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.0B 33.40816648066084% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 5,474 | $779M |
| 2023 | 2 | 5,985 | $921M |
| 2024 | 2 | 6,897 | $1.0B |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Children's Hospital and Health System Shared Retirement Savings Plan - 401(k)'s out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Mmpa Employee Deferred Savings Plan in MI ($23M); by covered participants it is Alltrails 401(k) Plan in CA (187 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 (187 participants); asset peers above are excluded.
- Alltrails 401(k) Plan (CA) 187 · 0 off
- Unipart Services America Inc. 401(k) Plan for Non-Union Employees (NJ) 187 · 0 off
- Energy Management Collaborative 401 (K) Plan (MN) 187 · 0 off
- Peopleservice, Inc. 401(k) Plan (NE) 187 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.