401(k) · DOL Form 5500 · 2023

Fort Healthcare, Inc. 401(k) Plan

Data updated 2026-08-25

$118M
Total assets Near avg plan size
843
Participants Near avg headcount
92nd
Percentile by assets National rank
$139,557
Avg per participant Near avg balance/head
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Official DOL plan name: Fort Healthcare, Inc. Savings Plan · Sponsored by Fort Healthcare, Inc. · Wisconsin · Healthcare & Social Assistance

$118M in assets, 843 participants

Fort Healthcare, Inc.'s Fort Healthcare, Inc. Savings Plan reported $118M in total assets and 843 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #16,491 in Healthcare & Social Assistance (17,684 peers)

Where Fort Healthcare, Inc. Savings Plan sits by assets

Fort Healthcare, Inc. Savings Plan sits in the top 10% of all filed plans by assets, $118M for 843 participants (~$139,557/participant), up 12.9% in 2023.

#16,491
in Healthcare & Social Assistance (17,684 peers)
+12.9%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Fort Healthcare, Inc. Savings Plan's outsized position by total assets

Fort Healthcare, Inc. Savings Plan vs every filed plan by assets

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

$117,646,876 Top 8% higher than 92% 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

Fort Healthcare, Inc. Savings 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. Fort Healthcare, Inc. Savings Plan sits mid-pack in the medium band (843 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fort Healthcare, Inc. Savings Plan reported net income rose from -$26M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Fort Healthcare, Inc. Savings Plan end-of-year assets rose from $104M in the plan year 2022 filing to $118M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 390286215 · Fort Healthcare, Inc. PY 2023 · 401(k)

Fort Healthcare, Inc. Savings Plan · $118M · 843 · 92nd

  • VS-ST $118M
  • BOY 843
  • SCH 92nd
  • EBSA 401(k)
  • PART near Medvet, Inc. Employees Savings Trust
  • TYPE ind #16491

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 →

Fort Healthcare, Inc. Savings Plan in the asset neighbourhood

Soros Fund Management LLC Profit Sharing PlanSoros Fund Management LLC Pr…$118MThe Dunlap & Kyle Co., Inc. Profit Sharing Plan and TrustThe Dunlap & Kyle Co., Inc. …$118MFort Healthcare, Inc. Savings PlanFort Healthcare, Inc. Saving…$118MMedvet, Inc. Employees Savings TrustMedvet, Inc. Employees Savin…$118MSerra Automotive 401(k) Plan & TrustSerra Automotive 401(k) Plan…$118M
End-of-year total assets ($M) among Fort Healthcare, Inc. Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$104M
Net Assets (End of Year)$118M
Net Income$13M
Employer EIN390286215
Plan Effective Date1967-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fort Healthcare, Inc.)

Sponsor-wide plan assets over time

All Fort Healthcare, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$129M 24.064989235517807% vs 2022
2024 filing year
$100M$110M$120M$130M$140M 202220232024 $104M $129M ▲ +24.1%
Year Plans Participants Total Assets
2022 1 839 $104M
2023 1 843 $118M
2024 1 848 $129M

Nearby 401(k) Plans in Wisconsin

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

Fort Healthcare, Inc. Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Fort Healthcare, Inc. Savings Plan, Total assets ($B): 0.117646876 · Participants: 843Fort Healthcare, Inc. Savings 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
Fort Healthcare, Inc. Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Fort Healthcare, Inc. Savings Plan side-by-side with 3 peers →

Fort Healthcare, Inc. Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Medvet, Inc. Employees Savings Trust in OH ($118M); by covered participants it is Compass Health, Inc. 401(k) Profit Sharing Plan in CA (843 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($118M here).

Similar participant headcount

Nearest other-state filings by covered participants (843 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 Fort Healthcare, Inc. Savings Plan assets move in 2023? ▼
Fort Healthcare, Inc. Savings Plan grew at a solid clip - up 12.9% during 2023, from $104M to $118M. Reported net income was $13M.
How have Fort Healthcare, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fort Healthcare, Inc.'s sponsor-wide assets grew 24.1%, from $104M to $129M.
Where does Fort Healthcare, Inc. Savings Plan rank by assets among Form 5500 filers? ▼
Fort Healthcare, Inc. Savings Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Fort Healthcare, Inc. Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Medvet, Inc. Employees Savings Trust in OH ($118M, 3,250 participants).
Which 401(k) plans cover a similar participant headcount to Fort Healthcare, Inc. Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Compass Health, Inc. 401(k) Profit Sharing Plan in CA (843 participants, $20M 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 390286215.

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.