401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$669M
Total assets Above avg plan size
3,093
Participants Above avg headcount
98th
Percentile by assets National rank
$216,338
Avg per participant Above avg balance/head
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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.

  • #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.

#17,354
in Healthcare & Social Assistance (17,684 peers)
+18.0%
assets growth YoY
6.7×
vs typical plan assets (national mean)

University of Wisconsin Medical Foundation, Inc Employees 401(k)/Profit Sharing Plan's outsized position by total assets

University of Wisconsin Medical Foundation, Inc Employees 401(k)/Profit Sharing Plan vs every filed plan by assets

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

$669,133,734 Top 2% higher than 98% 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

University of Wisconsin Medical Foundation, Inc Employees 401(k)/Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. University of Wisconsin Medical Foundation, Inc Employees 401(k)/Profit Sharing Plan lands in the large band (3,093 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 →

DOL schedule card

Filing strip 391824445 · University of Wisconsin Medical Foundation, Inc PY 2023 · 401(k)

University of Wisconsin Medical Foundation, Inc Employees 401(k)/Profit Sharing Plan · $669M · 3,093 · 98th

  • IND $669M
  • IND 3,093
  • IND 98th
  • IND 401(k)
  • IND near Sheetz, Inc. 401(k) Retirement Plan
  • IND ind #17354

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 →

University of Wisconsin Medical Foundation, Inc Employees 401(k)/Profit Sharing Plan in the asset neighbourhood

Hanford Contractors Multi-Employer Savings Plan for Hamtc Represented EmployeesHanford Contractors Multi-Em…$670MSheetz, Inc. 401(k) Retirement PlanSheetz, Inc. 401(k) Retireme…$670MUniversity of Wisconsin Medical Foundation, Inc Employees 401(k)/Profit Sharing PlanUniversity of Wisconsin Medi…$669MLegrand North America 401(k) PlanLegrand North America 401(k)…$668MCozen Oconnor Profit Sharing Plan aCozen Oconnor Profit Sharing…$667M
End-of-year total assets ($M) among University of Wisconsin Medical Foundation, Inc Employees 401(k)/Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$567M
Net Assets (End of Year)$669M
Net Income$102M
Employer EIN391824445
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All University of Wisconsin Medical Foundation, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$2.2B 32.83534156368353% vs 2022
2024 filing year
$1.4B$1.6B$1.8B$2B$2.2B$2.4B 202220232024 $1.65B $2.19B ▲ +32.7%
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 Scatter plot of 6 data points. -20000020000400006000080000100000 0246810 Total assets ($B) Participants University of Wisconsin Medical Foundation, Inc Employees 401(k)/Profit Sharing Plan, Total assets ($B): 0.669133734 · Participants: 3093University of Wisconsin Medical Foundation, Inc Employees 401(k)/Profit Sharing 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
University of Wisconsin Medical Foundation, Inc Employees 401(k)/Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare University of Wisconsin Medical Foundation, Inc Employees 401(k)/Profit Sharing Plan side-by-side with 3 peers →

University of Wisconsin Medical Foundation, Inc Employees 401(k)/Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Sheetz, Inc. 401(k) Retirement Plan in PA ($670M); by covered participants it is Smile Doctors Retirement Plan in TX (3,093 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($669M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,093 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 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).
Which 401(k) plans cover a similar participant headcount to University of Wisconsin Medical Foundation, Inc Employees 401(k)/Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Smile Doctors Retirement Plan in TX (3,093 participants, $35M 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 391824445.

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.