Other · DOL Form 5500 · 2023
University of Wisconsin Medical Foundation, Inc. Retirement Plan
Data updated 2026-08-25
- $1.3B
- Total assets Very large vs avg
- 1,636
- Participants Near avg headcount
- 99th
- Percentile by assets National rank
- $778,973
- Avg per participant High balance/head
Official DOL plan name: University of Wisconsin Medical Foundation Physicians Retirement Plan · Sponsored by University of Wisconsin Medical Foundation, Inc. · Wisconsin · Healthcare & Social Assistance
$1.3B in assets, 1,636 participants
University of Wisconsin Medical Foundation, Inc.'s University of Wisconsin Medical Foundation Physicians Retirement Plan reported $1.3B in total assets and 1,636 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- #17,524 in Healthcare & Social Assistance (17,684 peers)
Coverage in Wisconsin
University of Wisconsin Medical Foundation Physicians Retirement Plan covers 1,636 participants in Wisconsin, 2.9x the typical Wisconsin plan (state average ~563 per filing). Assets: $1.3B.
- #17,524
- in Healthcare & Social Assistance (17,684 peers)
- +17.8%
- assets growth YoY
- 13×
- vs typical plan assets (national mean)
University of Wisconsin Medical Foundation Physicians Retirement Plan's outsized position by total assets
University of Wisconsin Medical Foundation Physicians Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,274,399,771 Top 1% higher than 99% 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
University of Wisconsin Medical Foundation Physicians Retirement 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 Physicians Retirement Plan lands in the large band (1,636 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- University of Wisconsin Medical Foundation Physicians Retirement Plan reported net income rose from -$229M in the plan year 2022 filing to $193M in the plan year 2023 filing.
- University of Wisconsin Medical Foundation Physicians Retirement Plan end-of-year assets rose from $1.1B in the plan year 2022 filing to $1.3B in the plan year 2023 filing.
- University of Wisconsin Medical Foundation Physicians Retirement Plan reported participants fell from 1,679 in the plan year 2022 filing to 1,636 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 391824445 · University of Wisconsin Medical Foundation, Inc. PY 2023 · Other
University of Wisconsin Medical Foundation Physicians Retirement Plan · $1.3B · 1,636 · 99th
- BOY $1.3B
- BOY 1,636
- BOY 99th
- BOY Other
- BOY near American University Defined Contribution Retirement Plan
- BOY ind #17524
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 Physicians Retirement Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $1.1B |
|---|---|
| Net Assets (End of Year) | $1.3B |
| Net Income | $193M |
| Employer EIN | 391824445 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4,615 | $1.6B |
| 2023 | 2 | 4,729 | $1.9B |
| 2024 | 2 | 5,337 | $2.2B |
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
- Children's Hospital and Health System Shared Retirement Savings Plan $898M · 5,798
- Marquette University Retirement Plan $865M · 3,157
- Thedacare Retirement and 403(b) Savings Plan $741M · 6,021
University of Wisconsin Medical Foundation Physicians Retirement Plan's out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is American University Defined Contribution Retirement Plan in DC ($1.3B); by covered participants it is Arcadia University Defined Contribution Retirement Plan in PA (1,637 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.3B here).
- American University Defined Contribution Retirement Plan (DC) $1.3B · 2,668
- Childrens Healthcare of Atlanta Inc Share Plan (GA) $1.3B · 13,019
- Henry Ford Health System Heritage 403(b) Plan (MI) $1.3B · 15,298
- John Muir Health 403b Plan (CA) $1.2B · 4,867
Similar participant headcount
Nearest other-state filings by covered participants (1,636 participants); asset peers above are excluded.
- Arcadia University Defined Contribution Retirement Plan (PA) 1,637 · 1 off
- Baxter Regional Medical Center 403(b) Pension Plan (AR) 1,633 · 3 off
- Heywood Hospital Employee Retirement Savings Plan (MA) 1,631 · 5 off
- Center for Family Support, Inc Retirement Plan (NY) 1,643 · 7 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.