Other · DOL Form 5500 · 2023
Stoughton Hospital Association Retirement Plan
Data updated 2026-08-11
- $32M
- Total assets
- 364
- Participants
- 80th
- Percentile by assets
- $88,068
- Avg per participant
Official DOL plan name: Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan · Sponsored by Stoughton Hospital Association · Wisconsin · Healthcare & Social Assistance
$32M in assets, 364 participants
Stoughton Hospital Association's Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan reported $32M in total assets and 364 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.
- 80th percentile by assets (of 127,072 plans)
- #14,688 in Healthcare & Social Assistance (17,684 peers)
Where Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan sits by assets
Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan sits in the top quartile of all filed plans by assets, $32M for 364 participants (~$88,068/participant), up 16.7% in 2023.
- $32M
- total plan assets (2023 EOY)
- 364
- covered participants
- 80th
- percentile by assets (of 127,072 plans)
- $88,068
- avg assets per participant
Where Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan sits by total assets
Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$32,056,734 Top 20% higher than 80% 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
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan reported net income rose from -$5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan end-of-year assets rose from $27M in the plan year 2022 filing to $32M in the plan year 2023 filing.
- Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan reported participants rose from 334 in the plan year 2022 filing to 364 in the plan year 2023 filing.
Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan vs the 2023 asset distribution
By assets, Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan outranks 80% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $32M |
| Net Income | $5M |
| Employer EIN | 390832914 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Stoughton Hospital Association)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 334 | $27M |
| 2023 | 1 | 364 | $32M |
| 2024 | 1 | 384 | $38M |
Nearby Other Plans in Wisconsin
Peer Other plans, same state, same plan type, ranked by total assets.
Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan vs. nearby Other plans in Wisconsin, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan by total assets, not by location.
Frequently Asked Questions
How did Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan assets move in 2023? ▼
How have Stoughton Hospital Association plan assets changed over time? ▼
Where does Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan? ▼
Next read for Stoughton Hospital Association Tax Defer…
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Ways to act on Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan's numbers.
- By total assets, Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Wisconsin. Compare plans
- Stoughton Hospital Association's sponsor-wide assets have grown 38.6% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans