Other · DOL Form 5500 · 2023
Froedtert Health, Inc. Retirement Plan
Data updated 2026-08-11
- $58M
- Total assets
- 318
- Participants
- 87th
- Percentile by assets
- $181,304
- Avg per participant
Official DOL plan name: Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan · Sponsored by Froedtert Health, Inc. · Wisconsin · Healthcare & Social Assistance
$58M in assets, 318 participants
Froedtert Health, Inc.'s Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan reported $58M in total assets and 318 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.
- 87th percentile by assets (of 127,072 plans)
- #15,730 in Healthcare & Social Assistance (17,684 peers)
Where Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan sits by assets
Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan sits in the top quartile of all filed plans by assets, $58M for 318 participants (~$181,304/participant), up 3.9% in 2023.
- $58M
- total plan assets (2023 EOY)
- 318
- covered participants
- 87th
- percentile by assets (of 127,072 plans)
- $181,304
- avg assets per participant
Where Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan sits by total assets
Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$57,654,559 Top 13% higher than 87% 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
- Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan reported net income rose from -$14M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan reported participants fell from 358 in the plan year 2022 filing to 318 in the plan year 2023 filing.
- Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan end-of-year assets rose from $55M in the plan year 2022 filing to $58M in the plan year 2023 filing.
Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan vs the 2023 asset distribution
By assets, Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan outranks 87% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $55M |
|---|---|
| Net Assets (End of Year) | $58M |
| Net Income | $5M |
| Employer EIN | 392014409 |
| Plan Effective Date | 1986-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Froedtert Health, Inc.)
| 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.
Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift 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 Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan by total assets, not by location.
Frequently Asked Questions
How did Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan assets move in 2023? ▼
How have Froedtert Health, Inc. plan assets changed over time? ▼
Where does Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan rank by assets among Form 5500 filers? ▼
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Ways to act on Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan's numbers.
- By total assets, Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift 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
- Froedtert Health, Inc.'s sponsor-wide assets have grown 35.5% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans