Other · DOL Form 5500 · 2023
Froedtert Health, Inc. Retirement Plan
Data updated 2026-08-25
- $58M
- Total assets Below avg plan size
- 318
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $181,304
- Avg per participant Above avg balance/head
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.
- #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.
- #15,730
- in Healthcare & Social Assistance (17,684 peers)
- +3.9%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan's outsized position 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
Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift 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. Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan sits mid-pack in the medium band (318 participants).
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.
DOL schedule card
Filing strip 392014409 · Froedtert Health, Inc. PY 2023 · Other
Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan · $58M · 318 · 87th
- PART $58M
- TYPE 318
- NET 87th
- BOOK Other
- VS-ST near Baldor Specialty Foods, Inc. 401(k) Profit Sharing Plan
- BOY ind #15730
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 Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan in the asset neighbourhood
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.)
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 Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan's out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is Baldor Specialty Foods, Inc. 401(k) Profit Sharing Plan in NY ($58M); by covered participants it is The Master's University and Seminary DC Retirement Plan in CA (318 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($58M here).
Similar participant headcount
Nearest other-state filings by covered participants (318 participants); asset peers above are excluded.
- The Master's University and Seminary DC Retirement Plan (CA) 318 · 0 off
- Highlands Hospital 403(b) Plan (PA) 318 · 0 off
- Westminster University Defined Contribution Retirement Plan (UT) 318 · 0 off
- Swiss Village, Inc 403(b) Plan (IN) 318 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.