Money Purchase · DOL Form 5500 · 2023

Aspirus, Inc. Money Purchase Plan

Data updated 2026-08-25

$135M
Total assets Near avg plan size
2,354
Participants Above avg headcount
93rd
Percentile by assets National rank
$57,505
Avg per participant Low balance/head
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Official DOL plan name: Aspirus, Inc. Frozen 401(a) Plan · Sponsored by Aspirus, Inc. · Wisconsin · Healthcare & Social Assistance

$135M in assets, 2,354 participants

Aspirus, Inc.'s Aspirus, Inc. Frozen 401(a) Plan reported $135M in total assets and 2,354 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #16,611 in Healthcare & Social Assistance (17,684 peers)

Coverage in Wisconsin

Aspirus, Inc. Frozen 401(a) Plan covers 2,354 participants in Wisconsin, 4.2x the typical Wisconsin plan (state average ~563 per filing). Assets: $135M.

#16,611
in Healthcare & Social Assistance (17,684 peers)
+2.1%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Aspirus, Inc. Frozen 401(a) Plan's outsized position by total assets

Aspirus, Inc. Frozen 401(a) Plan vs every filed plan by assets

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

$135,366,605 Top 7% higher than 93% 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

Aspirus, Inc. Frozen 401(a) 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. Aspirus, Inc. Frozen 401(a) Plan lands in the large band (2,354 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aspirus, Inc. Frozen 401(a) Plan reported net income rose from -$47M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Aspirus, Inc. Frozen 401(a) Plan reported participants fell from 2,778 in the plan year 2022 filing to 2,354 in the plan year 2023 filing.
  • Aspirus, Inc. Frozen 401(a) Plan end-of-year assets rose from $133M in the plan year 2022 filing to $135M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 391328331 · Aspirus, Inc. PY 2023 · Money Purchase

Aspirus, Inc. Frozen 401(a) Plan · $135M · 2,354 · 93rd

  • PCT $135M
  • PCT 2,354
  • PCT 93rd
  • PCT Money Purchase
  • PCT near Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan
  • PCT ind #16611

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 →

Aspirus, Inc. Frozen 401(a) Plan in the asset neighbourhood

I.B.E.W. Local Union # 654 Defined Contribution PlanI.B.E.W. Local Union # 654 D…$139MCarolina Electrical Workers Retirement FundCarolina Electrical Workers …$136MLundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution PlanLundquist Institute for Biom…$136MAspirus, Inc. Frozen 401(a) PlanAspirus, Inc. Frozen 401(a) …$135MHeat & Frost Insulators and Allied Workers Local 6 Annuity FundHeat & Frost Insulators and …$133M
End-of-year total assets ($M) among Aspirus, Inc. Frozen 401(a) Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$133M
Net Assets (End of Year)$135M
Net Income$3M
Employer EIN391328331
Plan Effective Date1966-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aspirus, Inc.)

Sponsor-wide plan assets over time

All Aspirus, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.0B 28.155427986116948% vs 2022
2024 filing year
$0.7B$0.8B$0.9B$1B$1.1B 202220232024 $0.8B $1.03B ▲ +28.7%
Year Plans Participants Total Assets
2022 2 13,487 $801M
2023 2 12,515 $931M
2024 2 12,339 $1.0B

Nearby Money Purchase Plans in Wisconsin

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

Aspirus, Inc. Frozen 401(a) Plan vs. nearby Money Purchase plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 00.511.5 Total assets ($B) Participants Aspirus, Inc. Frozen 401(a) Plan, Total assets ($B): 0.135366605 · Participants: 2354Aspirus, Inc. Frozen 401(a) PlanEmployees Retirement Plan of Marshfield Clinic, Total assets ($B): 1.327123781 · Participants: 9068Employees Retirement Plan of Marshfield ClinicTelephone and Data Systems, Inc. Pension Plan, Total assets ($B): 0.47124384 · Participants: 5421Telephone and Data Systems, Inc. Pension PlanNorth Central States Regional Council of Carpenters Supplemental Retirement Plan, Total assets ($B): 0.31081588 · Participants: 10094North Central States Regional Council of Carpenters Supplemental Retirement PlanWisconsin Glaziers & Glassworkers Money Purchase Fund, Total assets ($B): 0.081012136 · Participants: 422Wisconsin Glaziers & Glassworkers Money Purchase FundAtc Individual Account Pension Plan, Total assets ($B): 0.075885328 · Participants: 511Atc Individual Account Pension Plan
Aspirus, Inc. Frozen 401(a) Plan vs. nearby Money Purchase plans in Wisconsin, assets vs. participants
Compare Aspirus, Inc. Frozen 401(a) Plan side-by-side with 3 peers →

Aspirus, Inc. Frozen 401(a) Plan's out-of-state Money Purchase peers by assets and headcount

Outside Wisconsin, the nearest Money Purchase by assets is Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan in CA ($136M); by covered participants it is Annuity Fd of the Electrical Industry of Long Island in NY (2,345 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,354 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 Aspirus, Inc. Frozen 401(a) Plan assets move in 2023? ▼
Aspirus, Inc. Frozen 401(a) Plan edged up modestly - up 2.1% during 2023, from $133M to $135M. Reported net income was $3M.
How have Aspirus, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aspirus, Inc.'s sponsor-wide assets grew 28.2%, from $801M to $1.0B.
Where does Aspirus, Inc. Frozen 401(a) Plan rank by assets among Form 5500 filers? ▼
Aspirus, Inc. Frozen 401(a) Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Money Purchase plans are similar in size to Aspirus, Inc. Frozen 401(a) Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan in CA ($136M, 420 participants).
Which Money Purchase plans cover a similar participant headcount to Aspirus, Inc. Frozen 401(a) Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Annuity Fd of the Electrical Industry of Long Island in NY (2,345 participants, $420M 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 391328331.

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.