401(k) · DOL Form 5500 · 2023

Tomah Memorial Hospital 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
411
Participants Below avg headcount
80th
Percentile by assets National rank
$75,243
Avg per participant Below avg balance/head
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Official DOL plan name: Tomah Health Retirement Plan · Sponsored by Tomah Memorial Hospital · Wisconsin · Healthcare & Social Assistance

$31M in assets, 411 participants

Tomah Memorial Hospital's Tomah Health Retirement Plan reported $31M in total assets and 411 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.

  • #14,620 in Healthcare & Social Assistance (17,684 peers)

Where Tomah Health Retirement Plan sits by assets

Tomah Health Retirement Plan sits in the top quartile of all filed plans by assets, $31M for 411 participants (~$75,243/participant), up 19.1% in 2023.

#14,620
in Healthcare & Social Assistance (17,684 peers)
+19.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Tomah Health Retirement Plan's outsized position by total assets

Tomah Health Retirement Plan vs every filed plan by assets

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

$30,925,030 Top 20% higher than 80% 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

Tomah Health Retirement 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. Tomah Health Retirement Plan sits mid-pack in the medium band (411 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tomah Health Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Tomah Health Retirement Plan end-of-year assets rose from $26M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Tomah Health Retirement Plan reported participants rose from 388 in the plan year 2022 filing to 411 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 390799566 · Tomah Memorial Hospital PY 2023 · 401(k)

Tomah Health Retirement Plan · $31M · 411 · 80th

  • RANK $31M
  • RANK 411
  • RANK 80th
  • RANK 401(k)
  • RANK near Community Teamwork, Inc. Retirement Plan
  • RANK ind #14620

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 →

Tomah Health Retirement Plan in the asset neighbourhood

Tomah Health Retirement Plan$31MCommunity Teamwork, Inc. Retirement PlanCommunity Teamwork, Inc. Ret…$31MKoetter Construction 401(k) Retirement PlanKoetter Construction 401(k) …$31MSaber Power Services, LLC 401(k) Profit Sharing PlanSaber Power Services, LLC 40…$31MSaber Power Services, LLC 401(k) Profit Sharing PlanSaber Power Services, LLC 40…$31M
End-of-year total assets ($M) among Tomah Health Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$31M
Net Income$5M
Employer EIN390799566
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tomah Memorial Hospital)

Sponsor-wide plan assets over time

All Tomah Memorial Hospital plans reported in each filing year

Latest sponsor-wide plan assets
$36M 36.84746069968654% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $26M $35.5M ▲ +36.9%
Year Plans Participants Total Assets
2022 1 388 $26M
2023 1 411 $31M
2024 1 440 $36M

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Tomah Health Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Tomah Health Retirement Plan, Total assets ($B): 0.03092503 · Participants: 411Tomah Health Retirement PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Tomah Health Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Tomah Health Retirement Plan side-by-side with 3 peers →

Tomah Health Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Community Teamwork, Inc. Retirement Plan in MA ($31M); by covered participants it is Mcguire Management Group 401(k) Plan in FL (411 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (411 participants); asset peers above are excluded.

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 Tomah Health Retirement Plan assets move in 2023? ▼
Tomah Health Retirement Plan grew sharply - up 19.1% during 2023, from $26M to $31M. Reported net income was $5M.
How have Tomah Memorial Hospital plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tomah Memorial Hospital's sponsor-wide assets grew 36.8%, from $26M to $36M.
Where does Tomah Health Retirement Plan rank by assets among Form 5500 filers? ▼
Tomah Health Retirement Plan ranks in the 80th 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 401(k) plans are similar in size to Tomah Health Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Community Teamwork, Inc. Retirement Plan in MA ($31M, 508 participants).
Which 401(k) plans cover a similar participant headcount to Tomah Health Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcguire Management Group 401(k) Plan in FL (411 participants, $2M 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 390799566.

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.