Profit Sharing · DOL Form 5500 · 2023
Aspirus, Inc. Profit Sharing Plan
Data updated 2026-08-11
- $795M
- Total assets
- 10,161
- Participants
- 98th
- Percentile by assets
- $78,258
- Avg per participant
Official DOL plan name: Aspirus, Inc. Retirement Plan · Sponsored by Aspirus, Inc. · Wisconsin · Healthcare & Social Assistance
$795M in assets, 10,161 participants
Aspirus, Inc.'s Aspirus, Inc. Retirement Plan reported $795M in total assets and 10,161 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.
- 98th percentile by assets (of 127,072 plans)
- #17,415 in Healthcare & Social Assistance (17,684 peers)
Coverage in Wisconsin
Aspirus, Inc. Retirement Plan covers 10,161 participants in Wisconsin, 18x the typical Wisconsin plan (state average ~563 per filing). Assets: $795M.
- $795M
- total plan assets (2023 EOY)
- 10,161
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $78,258
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Aspirus, Inc. Retirement Plan reported net income rose from -$97M in the plan year 2022 filing to $127M in the plan year 2023 filing.
- Aspirus, Inc. Retirement Plan end-of-year assets rose from $668M in the plan year 2022 filing to $795M in the plan year 2023 filing.
- Aspirus, Inc. Retirement Plan reported participants fell from 10,709 in the plan year 2022 filing to 10,161 in the plan year 2023 filing.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Aspirus, Inc. Retirement Plan reports 10,161 participants - 18x that state average ($795M EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $668M |
|---|---|
| Net Assets (End of Year) | $795M |
| Net Income | $127M |
| Employer EIN | 391328331 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Aspirus, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 13,487 | $801M |
| 2023 | 2 | 12,515 | $931M |
| 2024 | 2 | 12,339 | $1.0B |
Nearby Profit Sharing Plans in Wisconsin
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Aspirus, Inc. Retirement Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
- The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund $1.3B · 5,914
- Electrical Workers Local Union 159 Retirement Plan $374M · 1,358
- Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 $334M · 1,762
- Western Wisconsin Electrical Workers Retirement Plan $293M · 1,217
- Union Individual Account Retirement Fund $280M · 3,203
Scale composition for Aspirus, Inc. Retirement Plan
Aspirus, Inc. Retirement Plan reports $795M in end-of-year assets across 10,161 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.011% of 93,925,755 covered participants) - about $78,258 per participant (57% of the national average assets-per-participant) . Net income for plan year 2023 was $127M.
This plan identity (EIN 391328331, plan #005) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $668M to $893M (+33.7%) while covered participants moved from 10,709 to 10,194 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 10,709 | $668M | Open filing |
| 2023 | 10,161 | $795M | This page |
| 2024 · index core | 10,194 | $893M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Aspirus, Inc. Retirement Plan (Profit Sharing, $893M, 10,194 participants)
- Aspirus, Inc. Frozen 401(a) Plan (Money Purchase, $133M, 2,145 participants)
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Aspirus, Inc. Retirement Plan by total assets, not by location.
- Dana-Farber Cancer Institute Retirement Plan (MA) $788M · 4,630
- Shv Profit Sharing Plan (CA) $804M · 58
- Les Schwab Profit Sharing Retirement Plan (OR) $805M · 5,463
- Painting Industry Annuity Fund (NY) $812M · 5,509
Frequently Asked Questions
How did Aspirus, Inc. Retirement Plan assets move in 2023? ▼
How have Aspirus, Inc. plan assets changed over time? ▼
Where does Aspirus, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Aspirus, Inc. Retirement Plan? ▼
Next read for Aspirus, Inc. Retirement Plan
Filing takeaways
Ways to act on Aspirus, Inc. Retirement Plan's numbers.
- By total assets, Aspirus, Inc. Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Wisconsin. Compare plans
- Aspirus, Inc.'s sponsor-wide assets have grown 28.2% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans