Other · DOL Form 5500 · 2023
Stoughton Hospital Association Retirement Plan
Data updated 2026-08-25
- $32M
- Total assets Below avg plan size
- 364
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $88,068
- Avg per participant Below avg balance/head
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.
- #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.
- #14,688
- in Healthcare & Social Assistance (17,684 peers)
- +16.7%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan's outsized position 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
Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan 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. Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan sits mid-pack in the medium band (364 participants).
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.
DOL schedule card
Filing strip 390832914 · Stoughton Hospital Association PY 2023 · Other
Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan · $32M · 364 · 80th
- NET $32M
- BOOK 364
- VS-ST 80th
- BOY Other
- SCH near University of Northwestern Ohio 403(b) DC
- EBSA ind #14688
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 →
Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Stoughton Hospital Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $38M 38.56169726281372% vs 2022
- 2024 filing year
| 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.
- 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
Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is University of Northwestern Ohio 403(b) DC in OH ($32M); by covered participants it is Lebanon Valley College Defined Contribution Plan in PA (364 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($32M here).
Similar participant headcount
Nearest other-state filings by covered participants (364 participants); asset peers above are excluded.
- Lebanon Valley College Defined Contribution Plan (PA) 364 · 0 off
- Hanover College 403(b) Retirement Plan (IN) 364 · 0 off
- Sunset Association Retirement Savings Plan (MI) 364 · 0 off
- Catholic Eldercare 403(b) Plan (MN) 364 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.