Other · DOL Form 5500 · 2023
Froedtert Health, Inc Retirement Plan
Data updated 2026-08-25
- $124M
- Total assets Near avg plan size
- 2,198
- Participants Above avg headcount
- 93rd
- Percentile by assets National rank
- $56,495
- Avg per participant Low balance/head
Official DOL plan name: Froedtert Health, Inc 401(a) Retirement Plan · Sponsored by Froedtert Health, Inc · Wisconsin · Healthcare & Social Assistance
$124M in assets, 2,198 participants
Froedtert Health, Inc's Froedtert Health, Inc 401(a) Retirement Plan reported $124M in total assets and 2,198 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.
- #16,543 in Healthcare & Social Assistance (17,684 peers)
Coverage in Wisconsin
Froedtert Health, Inc 401(a) Retirement Plan covers 2,198 participants in Wisconsin, 3.9x the typical Wisconsin plan (state average ~563 per filing). Assets: $124M.
- #16,543
- in Healthcare & Social Assistance (17,684 peers)
- +1.3%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Froedtert Health, Inc 401(a) Retirement Plan's outsized position by total assets
Froedtert Health, Inc 401(a) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$124,176,895 Top 7% higher than 93% 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
Froedtert Health, Inc 401(a) Retirement 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. Froedtert Health, Inc 401(a) Retirement Plan lands in the large band (2,198 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Froedtert Health, Inc 401(a) Retirement Plan reported net income rose from -$30M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Froedtert Health, Inc 401(a) Retirement Plan reported participants rose from 1,816 in the plan year 2022 filing to 2,198 in the plan year 2023 filing.
- Froedtert Health, Inc 401(a) Retirement Plan end-of-year assets rose from $123M in the plan year 2022 filing to $124M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 392014409 · Froedtert Health, Inc PY 2023 · Other
Froedtert Health, Inc 401(a) Retirement Plan · $124M · 2,198 · 93rd
- SCH $124M
- SCH 2,198
- SCH 93rd
- SCH Other
- SCH near Columbia Grammar and Preparatory School 403(b) DC Plan
- SCH ind #16543
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 →
Froedtert Health, Inc 401(a) Retirement Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $123M |
|---|---|
| Net Assets (End of Year) | $124M |
| Net Income | $2M |
| Employer EIN | 392014409 |
| Plan Effective Date | 2001-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Froedtert Health, Inc)
Sponsor-wide plan assets over time
All Froedtert Health, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.5B 35.52804129171744% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 5 | 16,168 | $1.9B |
| 2023 | 5 | 18,201 | $2.2B |
| 2024 | 5 | 18,332 | $2.5B |
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
Froedtert Health, Inc 401(a) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is Columbia Grammar and Preparatory School 403(b) DC Plan in NY ($124M); by covered participants it is Southern New Hampshire Medical Center 403(b) Retirement Savings Plus Plan in NH (2,195 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($124M here).
- Columbia Grammar and Preparatory School 403(b) DC Plan (NY) $124M · 414
- The Spence School Retirement and Savings Plan (NY) $124M · 335
- Institute of International Education 403(b) Retirement Plan (NY) $123M · 522
- Owensboro Health 403(b) Match Plan (KY) $123M · 1,200
Similar participant headcount
Nearest other-state filings by covered participants (2,198 participants); asset peers above are excluded.
- Southern New Hampshire Medical Center 403(b) Retirement Savings Plus Plan (NH) 2,195 · 3 off
- Sheet Metal Workers International Association Local 73 Annuity Plan (IL) 2,190 · 8 off
- Centrastate Healthcare System 403b Retirement Savings Plan (NJ) 2,211 · 13 off
- Blue Ridge Healthcare System Retirement Savings Plan (NC) 2,213 · 15 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.