Other · DOL Form 5500 · 2023

Baldwin Area Medical Center, Inc. Retirement Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
434
Participants Below avg headcount
82nd
Percentile by assets National rank
$81,846
Avg per participant Below avg balance/head
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Official DOL plan name: Western Wisconsin Health 403(b) Plan · Sponsored by Baldwin Area Medical Center, Inc. · Wisconsin · Healthcare & Social Assistance

$36M in assets, 434 participants

Baldwin Area Medical Center, Inc.'s Western Wisconsin Health 403(b) Plan reported $36M in total assets and 434 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #14,910 in Healthcare & Social Assistance (17,684 peers)

Where Western Wisconsin Health 403(b) Plan sits by assets

Western Wisconsin Health 403(b) Plan sits in the top quartile of all filed plans by assets, $36M for 434 participants (~$81,846/participant), up 16.1% in 2023.

#14,910
in Healthcare & Social Assistance (17,684 peers)
+16.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Western Wisconsin Health 403(b) Plan's outsized position by total assets

Western Wisconsin Health 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$35,520,955 Top 18% higher than 82% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Western Wisconsin Health 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. Western Wisconsin Health 403(b) Plan sits mid-pack in the medium band (434 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Western Wisconsin Health 403(b) Plan reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Western Wisconsin Health 403(b) Plan end-of-year assets rose from $31M in the plan year 2022 filing to $36M in the plan year 2023 filing.
  • Western Wisconsin Health 403(b) Plan reported participants rose from 406 in the plan year 2022 filing to 434 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 390808526 · Baldwin Area Medical Center, Inc. PY 2023 · Other

Western Wisconsin Health 403(b) Plan · $36M · 434 · 82nd

  • 5500 $36M
  • 5500 434
  • 5500 82nd
  • 5500 Other
  • 5500 near Defined Contribution Pension Plan for Employees of National Industries
  • 5500 ind #14910

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 →

Western Wisconsin Health 403(b) Plan in the asset neighbourhood

Butler Medical Providers 403(b) Retirement PlanButler Medical Providers 403…$36MDefined Contribution Pension Plan for Employees of National IndustriesDefined Contribution Pension…$36MWestern Wisconsin Health 403(b) PlanWestern Wisconsin Health 403…$36MDouglas a. Thom Clinic, Inc. Retirement PlanDouglas a. Thom Clinic, Inc.…$35MChesapeake Bay Foundation, Inc. 403(b) PlanChesapeake Bay Foundation, I…$35M
End-of-year total assets ($M) among Western Wisconsin Health 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$36M
Net Income$5M
Employer EIN390808526
Plan Effective Date1966-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Baldwin Area Medical Center, Inc.)

Sponsor-wide plan assets over time

All Baldwin Area Medical Center, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$41M 34.00631258874463% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $30.6M $41M ▲ +34.0%
Year Plans Participants Total Assets
2022 1 406 $31M
2023 1 434 $36M
2024 1 417 $41M

Nearby Other Plans in Wisconsin

Peer Other plans, same state, same plan type, ranked by total assets.

Western Wisconsin Health 403(b) Plan vs. nearby Other plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants Western Wisconsin Health 403(b) Plan, Total assets ($B): 0.035520955 · Participants: 434Western Wisconsin Health 403(b) PlanThe Medical College of Wisconsin, Inc. Retirement Plan, Total assets ($B): 2.346022816 · Participants: 6591The Medical College of Wisconsin, Inc. Retirement PlanFroedtert Health, Inc. 403(b) Plan, Total assets ($B): 1.876462966 · Participants: 15352Froedtert Health, Inc. 403(b) PlanUniversity of Wisconsin Medical Foundation Physicians Retirement Plan, Total assets ($B): 1.274399771 · Participants: 1636University of Wisconsin Medical Foundation Physicians Retirement PlanChildren's Hospital and Health System Shared Retirement Savings Plan, Total assets ($B): 0.898092237 · Participants: 5798Children's Hospital and Health System Shared Retirement Savings PlanMarquette University Retirement Plan, Total assets ($B): 0.864665552 · Participants: 3157Marquette University Retirement Plan
Western Wisconsin Health 403(b) Plan vs. nearby Other plans in Wisconsin, assets vs. participants
Compare Western Wisconsin Health 403(b) Plan side-by-side with 3 peers →

Western Wisconsin Health 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Wisconsin, the nearest Other by assets is Defined Contribution Pension Plan for Employees of National Industries in VA ($36M); by covered participants it is Greater Atlanta Christian Schools, Inc. Retirement Plan in GA (434 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Western Wisconsin Health 403(b) Plan assets move in 2023? ▼
Western Wisconsin Health 403(b) Plan grew sharply - up 16.1% during 2023, from $31M to $36M. Reported net income was $5M.
How have Baldwin Area Medical Center, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Baldwin Area Medical Center, Inc.'s sponsor-wide assets grew 34.0%, from $31M to $41M.
Where does Western Wisconsin Health 403(b) Plan rank by assets among Form 5500 filers? ▼
Western Wisconsin Health 403(b) Plan ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Western Wisconsin Health 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Defined Contribution Pension Plan for Employees of National Industries in VA ($36M, 160 participants).
Which Other plans cover a similar participant headcount to Western Wisconsin Health 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Greater Atlanta Christian Schools, Inc. Retirement Plan in GA (434 participants, $31M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 390808526.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.