401(k) · DOL Form 5500 · 2023

University of Wisconsin Medical Foundation, Inc 401(k) Plan

Data updated 2026-08-11

$669M
Total assets: 3,093
Participants: 98th
Percentile by assets: $216,338
Avg per participant

Official DOL plan name: University of Wisconsin Medical Foundation, Inc Employees 401(k)/Profit Sharing Plan · Sponsored by University of Wisconsin Medical Foundation, Inc · Wisconsin · Healthcare & Social Assistance

$669M in assets, 3,093 participants

University of Wisconsin Medical Foundation, Inc's University of Wisconsin Medical Foundation, Inc Employees 401(k)/Profit Sharing Plan reported $669M in total assets and 3,093 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

98th percentile by assets (of 127,072 plans)
#17,354 in Healthcare & Social Assistance (17,684 peers)

Coverage in Wisconsin

University of Wisconsin Medical Foundation, Inc Employees 401(k)/Profit Sharing Plan covers 3,093 participants in Wisconsin, 5.5x the typical Wisconsin plan (state average ~563 per filing). Assets: $669M.

$669M
total plan assets (2023 EOY): 3,093
covered participants: 98th
percentile by assets (of 127,072 plans): $216,338
avg assets per participant

University of Wisconsin Medical Foundation, Inc Employees 401(k)/Profit Sharing Plan reported net income rose from -$109M in the plan year 2022 filing to $102M in the plan year 2023 filing.
University of Wisconsin Medical Foundation, Inc Employees 401(k)/Profit Sharing Plan end-of-year assets rose from $567M in the plan year 2022 filing to $669M in the plan year 2023 filing.
University of Wisconsin Medical Foundation, Inc Employees 401(k)/Profit Sharing Plan reported participants rose from 2,936 in the plan year 2022 filing to 3,093 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Wisconsin

Industry

Healthcare & Social Assistance

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 563 participants across 2,940 plans. University of Wisconsin Medical Foundation, Inc Employees 401(k)/Profit Sharing Plan reports 3,093 participants - 5.5x that state average ($669M EOY assets).

Wisconsin filing particulars

Total Assets (Beginning of Year)	$567M
Net Assets (End of Year)	$669M
Net Income	$102M
Employer EIN	391824445
Plan Effective Date	1997-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (University of Wisconsin Medical Foundation, Inc)

Total plan assets by year, all University of Wisconsin Medical Foundation, Inc plans on file

Year	Plans	Participants	Total Assets
2022	2	4,615	$1.6B
2023	2	4,729	$1.9B
2024	2	5,337	$2.2B

Nearby 401(k) Plans in Wisconsin

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

University of Wisconsin Medical Foundation, Inc Employees 401(k)/Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Advocate Aurora Health 401(k) Plan $9.1B · 76,956
Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
Fiserv 401(k) Savings Plan $4.8B · 25,280
Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
Rockwell Automation Retirement Savings Plan $3.6B · 8,877

Compare University of Wisconsin Medical Foundati… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to University of Wisconsin Medical Foundation, Inc Employees 401(k)/Profit Sharing Plan by total assets, not by location.

Sheetz, Inc. 401(k) Retirement Plan (PA) $670M · 15,866
Hanford Contractors Multi-Employer Savings Plan for Hamtc Represented Employees (WA) $670M · 3,750
Legrand North America 401(k) Plan (CT) $668M · 3,351
Cozen Oconnor Profit Sharing Plan a (PA) $667M · 1,268

Frequently Asked Questions

How did University of Wisconsin Medical Foundation, Inc Employees 401(k)/Profit Sharing Plan assets move in 2023? ▼

University of Wisconsin Medical Foundation, Inc Employees 401(k)/Profit Sharing Plan grew sharply - up 18.0% during 2023, from $567M to $669M. Reported net income was $102M.

How have University of Wisconsin Medical Foundation, Inc plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), University of Wisconsin Medical Foundation, Inc's sponsor-wide assets grew 32.8%, from $1.6B to $2.2B.

Where does University of Wisconsin Medical Foundation, Inc Employees 401(k)/Profit Sharing Plan rank by assets among Form 5500 filers? ▼

University of Wisconsin Medical Foundation, Inc Employees 401(k)/Profit Sharing Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to University of Wisconsin Medical Foundation, Inc Employees 401(k)/Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Sheetz, Inc. 401(k) Retirement Plan in PA ($670M, 15,866 participants).

Next read for University of Wisconsin Medical Foundati…

Filing takeaways

Ways to act on University of Wisconsin Medical Foundation, Inc Employees 401(k)/Profit Sharing Plan's numbers.

By total assets, University of Wisconsin Medical Foundation, Inc Employees 401(k)/Profit Sharing Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
University of Wisconsin Medical Foundation, Inc's sponsor-wide assets have grown 32.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

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 391824445.