Other · DOL Form 5500 · 2023

Childrens Hospital and Health System, Inc. Retirement Plan

Data updated 2026-08-25

$898M
Total assets Above avg plan size
5,798
Participants Above avg headcount
98th
Percentile by assets National rank
$154,897
Avg per participant Above avg balance/head
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Official DOL plan name: Children's Hospital and Health System Shared Retirement Savings Plan · Sponsored by Childrens Hospital and Health System, Inc. · Wisconsin · Healthcare & Social Assistance

$898M in assets, 5,798 participants

Childrens Hospital and Health System, Inc.'s Children's Hospital and Health System Shared Retirement Savings Plan reported $898M in total assets and 5,798 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #17,448 in Healthcare & Social Assistance (17,684 peers)

Coverage in Wisconsin

Children's Hospital and Health System Shared Retirement Savings Plan covers 5,798 participants in Wisconsin, 10x the typical Wisconsin plan (state average ~563 per filing). Assets: $898M.

#17,448
in Healthcare & Social Assistance (17,684 peers)
+18.2%
assets growth YoY
9.0×
vs typical plan assets (national mean)

Children's Hospital and Health System Shared Retirement Savings Plan's outsized position by total assets

Children's Hospital and Health System Shared Retirement Savings Plan vs every filed plan by assets

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

$898,092,237 Top 2% higher than 98% 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

Children's Hospital and Health System Shared Retirement Savings Plan's large-plan peer group by participant 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 lands in the large band (5,798 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Children's Hospital and Health System Shared Retirement Savings Plan reported net income rose from -$147M in the plan year 2022 filing to $138M in the plan year 2023 filing.
  • Children's Hospital and Health System Shared Retirement Savings Plan end-of-year assets rose from $760M in the plan year 2022 filing to $898M in the plan year 2023 filing.
  • Children's Hospital and Health System Shared Retirement Savings Plan reported participants rose from 5,299 in the plan year 2022 filing to 5,798 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 391500074 · Childrens Hospital and Health System, Inc. PY 2023 · Other

Children's Hospital and Health System Shared Retirement Savings Plan · $898M · 5,798 · 98th

  • SCH $898M
  • SCH 5,798
  • SCH 98th
  • SCH Other
  • SCH near Children's Hospital Colorado 403(b) Plan
  • SCH ind #17448

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 in the asset neighbourhood

Maimonides Medical Center Tax Deferred RetirementMaimonides Medical Center Ta…$913MSaint Louis University 403(b) Annuity PlanSaint Louis University 403(b…$910MTufts University Voluntary Retirement PlanTufts University Voluntary R…$903MChildren's Hospital Colorado 403(b) PlanChildren's Hospital Colorado…$898MChildren's Hospital and Health System Shared Retirement Savings PlanChildren's Hospital and Heal…$898M
End-of-year total assets ($M) among Children's Hospital and Health System Shared Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$760M
Net Assets (End of Year)$898M
Net Income$138M
Employer EIN391500074
Plan Effective Date1989-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Childrens Hospital and Health System, Inc.)

Sponsor-wide plan assets over time

All Childrens Hospital and Health System, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.0B 33.40816648066084% vs 2022
2024 filing year
$0.7B$0.8B$0.9B$1B$1.1B 202220232024 $0.78B $1.04B ▲ +33.3%
Year Plans Participants Total Assets
2022 2 5,474 $779M
2023 2 5,985 $921M
2024 2 6,897 $1.0B

Nearby Other Plans in Wisconsin

Peer Other plans, same state, same plan type, ranked by total assets.

Children's Hospital and Health System Shared Retirement Savings Plan vs. nearby Other plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 0.511.522.5 Total assets ($B) Participants Children's Hospital and Health System Shared Retirement Savings Plan, Total assets ($B): 0.898092237 · Participants: 5798Children's Hospital and Health System Shared Retirement Savings PlanThe Medical College of Wisconsin, Inc. Retirement Plan, Total assets ($B): 2.346022816 · Participants: 6591The Medical College of Wisconsin, Inc. Retirement PlanFroedtert Health, Inc. 403(b) Plan, Total assets ($B): 1.876462966 · Participants: 15352Froedtert Health, Inc. 403(b) PlanUniversity of Wisconsin Medical Foundation Physicians Retirement Plan, Total assets ($B): 1.274399771 · Participants: 1636University of Wisconsin Medical Foundation Physicians Retirement PlanMarquette University Retirement Plan, Total assets ($B): 0.864665552 · Participants: 3157Marquette University Retirement PlanThedacare Retirement and 403(b) Savings Plan, Total assets ($B): 0.74121564 · Participants: 6021Thedacare Retirement and 403(b) Savings Plan
Children's Hospital and Health System Shared Retirement Savings Plan vs. nearby Other plans in Wisconsin, assets vs. participants
Compare Children's Hospital and Health System Shared Retirement Savings Plan side-by-side with 3 peers →

Scale composition for Children's Hospital and Health System Shared Retirement Savings Plan

Children's Hospital and Health System Shared Retirement Savings Plan reports $898M in end-of-year assets across 5,798 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $154,897 per participant (1.1x the national average assets-per-participant) . Net income for plan year 2023 was $138M.

This plan identity (EIN 391500074, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $760M to $1.0B (+33.3%) while covered participants moved from 5,299 to 6,717 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 5,299 $760M Open filing
2023 5,798 $898M This page
2024 · index core 6,717 $1.0B Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Children's Hospital and Health System Shared Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside Wisconsin, the nearest Other by assets is Children's Hospital Colorado 403(b) Plan in CO ($898M); by covered participants it is Umms Voluntary 403(b) Plan in MD (5,847 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($898M here).

Similar participant headcount

Nearest other-state filings by covered participants (5,798 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 Children's Hospital and Health System Shared Retirement Savings Plan assets move in 2023? ▼
Children's Hospital and Health System Shared Retirement Savings Plan grew sharply - up 18.2% during 2023, from $760M to $898M. Reported net income was $138M.
How have Childrens Hospital and Health System, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Childrens Hospital and Health System, Inc.'s sponsor-wide assets grew 33.4%, from $779M to $1.0B.
Where does Children's Hospital and Health System Shared Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Children's Hospital and Health System Shared Retirement Savings Plan ranks in the 98th 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 Other plans are similar in size to Children's Hospital and Health System Shared Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is Children's Hospital Colorado 403(b) Plan in CO ($898M, 8,617 participants).
Which Other plans cover a similar participant headcount to Children's Hospital and Health System Shared Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Umms Voluntary 403(b) Plan in MD (5,847 participants, $733M 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 391500074.

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.