Other · DOL Form 5500 · 2023
Sauk Prairie Healthcare, Inc. Retirement Plan
Data updated 2026-08-25
- $105M
- Total assets Near avg plan size
- 668
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $157,082
- Avg per participant Above avg balance/head
Official DOL plan name: Sauk Prairie Healthcare, Inc. Tax Deferred Annuity Plan · Sponsored by Sauk Prairie Healthcare, Inc. · Wisconsin · Healthcare & Social Assistance
$105M in assets, 668 participants
Sauk Prairie Healthcare, Inc.'s Sauk Prairie Healthcare, Inc. Tax Deferred Annuity Plan reported $105M in total assets and 668 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.
- #16,380 in Healthcare & Social Assistance (17,684 peers)
Where Sauk Prairie Healthcare, Inc. Tax Deferred Annuity Plan sits by assets
Sauk Prairie Healthcare, Inc. Tax Deferred Annuity Plan sits in the top 10% of all filed plans by assets, $105M for 668 participants (~$157,082/participant), up 13.1% in 2023.
- #16,380
- in Healthcare & Social Assistance (17,684 peers)
- +13.1%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Sauk Prairie Healthcare, Inc. Tax Deferred Annuity Plan's outsized position by total assets
Sauk Prairie Healthcare, Inc. Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$104,931,107 Top 8% higher than 92% 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
Sauk Prairie Healthcare, Inc. Tax Deferred Annuity 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. Sauk Prairie Healthcare, Inc. Tax Deferred Annuity Plan sits mid-pack in the medium band (668 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sauk Prairie Healthcare, Inc. Tax Deferred Annuity Plan reported net income rose from -$15M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- Sauk Prairie Healthcare, Inc. Tax Deferred Annuity Plan end-of-year assets rose from $93M in the plan year 2022 filing to $105M in the plan year 2023 filing.
- Sauk Prairie Healthcare, Inc. Tax Deferred Annuity Plan reported participants rose from 622 in the plan year 2022 filing to 668 in the plan year 2023 filing.
DOL schedule card
Filing strip 390872080 · Sauk Prairie Healthcare, Inc. PY 2023 · Other
Sauk Prairie Healthcare, Inc. Tax Deferred Annuity Plan · $105M · 668 · 92nd
- BOY $105M
- SCH 668
- EBSA 92nd
- PART Other
- TYPE near Ub Foundation Activities, Inc. Retirement Plan
- NET ind #16380
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 →
Sauk Prairie Healthcare, Inc. Tax Deferred Annuity Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $93M |
|---|---|
| Net Assets (End of Year) | $105M |
| Net Income | $12M |
| Employer EIN | 390872080 |
| Plan Effective Date | 1967-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sauk Prairie Healthcare, Inc.)
Sponsor-wide plan assets over time
All Sauk Prairie Healthcare, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $121M 29.939997245698862% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 622 | $93M |
| 2023 | 1 | 668 | $105M |
| 2024 | 1 | 736 | $121M |
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
- University of Wisconsin Medical Foundation Physicians Retirement Plan $1.3B · 1,636
- Children's Hospital and Health System Shared Retirement Savings Plan $898M · 5,798
- Marquette University Retirement Plan $865M · 3,157
Sauk Prairie Healthcare, Inc. Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is Ub Foundation Activities, Inc. Retirement Plan in NY ($105M); by covered participants it is Brattleboro Memorial Hospital 403(b) Plan in VT (668 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($105M here).
- Ub Foundation Activities, Inc. Retirement Plan (NY) $105M · 408
- Breck School Retirement Plan (MN) $105M · 275
- Centre College Retirement Plan (KY) $105M · 510
- Anmed Health 401(a) Retirement Plan (SC) $105M · 3,548
Similar participant headcount
Nearest other-state filings by covered participants (668 participants); asset peers above are excluded.
- Brattleboro Memorial Hospital 403(b) Plan (VT) 668 · 0 off
- Abbott House 403(b) Plan (NY) 667 · 1 off
- Depauw University Retirement Plan (IN) 669 · 1 off
- Columbia Memorial Hospital 403(b) Tax Deferred Annuity (OR) 669 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.