Money Purchase · DOL Form 5500 · 2023

Marshfield Clinic, Inc. Money Purchase Plan

Data updated 2026-08-25

$1.3B
Total assets Very large vs avg
9,068
Participants Very large workforce
99th
Percentile by assets National rank
$146,352
Avg per participant Above avg balance/head
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Official DOL plan name: Employees Retirement Plan of Marshfield Clinic · Sponsored by Marshfield Clinic, Inc. · Wisconsin · Healthcare & Social Assistance

$1.3B in assets, 9,068 participants

Marshfield Clinic, Inc.'s Employees Retirement Plan of Marshfield Clinic reported $1.3B in total assets and 9,068 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.

  • #17,529 in Healthcare & Social Assistance (17,684 peers)

Coverage in Wisconsin

Employees Retirement Plan of Marshfield Clinic covers 9,068 participants in Wisconsin, 16x the typical Wisconsin plan (state average ~563 per filing). Assets: $1.3B.

#17,529
in Healthcare & Social Assistance (17,684 peers)
-0.1%
assets change YoY
13×
vs typical plan assets (national mean)

The plan reported a net loss of $984K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Employees Retirement Plan of Marshfield Clinic's outsized position by total assets

Employees Retirement Plan of Marshfield Clinic vs every filed plan by assets

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

$1,327,123,781 Top 1% higher than 99% 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

Employees Retirement Plan of Marshfield Clinic'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. Employees Retirement Plan of Marshfield Clinic lands in the large band (9,068 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Employees Retirement Plan of Marshfield Clinic reported net income rose from -$372M in the plan year 2022 filing to -$984K in the plan year 2023 filing.
  • Employees Retirement Plan of Marshfield Clinic reported participants rose from 8,253 in the plan year 2022 filing to 9,068 in the plan year 2023 filing.
  • Employees Retirement Plan of Marshfield Clinic end-of-year assets fell from $1.3B in the plan year 2022 filing to $1.3B in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 390452970 · Marshfield Clinic, Inc. PY 2023 · Money Purchase

Employees Retirement Plan of Marshfield Clinic · $1.3B · 9,068 · 99th

  • SCH $1.3B
  • SCH 9,068
  • SCH 99th
  • SCH Money Purchase
  • SCH near The George Washington University Retirement Plan for Faculty and Staff
  • SCH ind #17529

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 →

Employees Retirement Plan of Marshfield Clinic in the asset neighbourhood

The Cleveland Clinic Foundation Cash Balance PlanThe Cleveland Clinic Foundat…$1.4BBrookhaven Science Associates, LLC Retirement PlanBrookhaven Science Associate…$1.4BLaborers Annuity Plan for Northern CaliforniaLaborers Annuity Plan for No…$1.4BEmployees Retirement Plan of Marshfield ClinicEmployees Retirement Plan of…$1.3BThe George Washington University Retirement Plan for Faculty and StaffThe George Washington Univer…$1.3B
End-of-year total assets ($B) among Employees Retirement Plan of Marshfield Clinic and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$1.3B
Net Assets (End of Year)$1.3B
Net Income-$984K
Employer EIN390452970
Plan Effective Date1944-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marshfield Clinic, Inc.)

Sponsor-wide plan assets over time

All Marshfield Clinic, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3.1B 6.786339053830599% vs 2022
2024 filing year
$2.8B$2.9B$3B$3.1B 202220232024 $2.87B $3.06B ▲ +6.6%
Year Plans Participants Total Assets
2022 2 20,155 $2.9B
2023 2 20,855 $3.0B
2024 2 18,462 $3.1B

Nearby Money Purchase Plans in Wisconsin

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Employees Retirement Plan of Marshfield Clinic vs. nearby Money Purchase plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 00.511.5 Total assets ($B) Participants Employees Retirement Plan of Marshfield Clinic, Total assets ($B): 1.327123781 · Participants: 9068Employees Retirement Plan of Marshfield ClinicTelephone and Data Systems, Inc. Pension Plan, Total assets ($B): 0.47124384 · Participants: 5421Telephone and Data Systems, Inc. Pension PlanNorth Central States Regional Council of Carpenters Supplemental Retirement Plan, Total assets ($B): 0.31081588 · Participants: 10094North Central States Regional Council of Carpenters Supplemental Retirement PlanAspirus, Inc. Frozen 401(a) Plan, Total assets ($B): 0.135366605 · Participants: 2354Aspirus, Inc. Frozen 401(a) PlanWisconsin Glaziers & Glassworkers Money Purchase Fund, Total assets ($B): 0.081012136 · Participants: 422Wisconsin Glaziers & Glassworkers Money Purchase FundAtc Individual Account Pension Plan, Total assets ($B): 0.075885328 · Participants: 511Atc Individual Account Pension Plan
Employees Retirement Plan of Marshfield Clinic vs. nearby Money Purchase plans in Wisconsin, assets vs. participants
Compare Employees Retirement Plan of Marshfield Clinic side-by-side with 3 peers →

Scale composition for Employees Retirement Plan of Marshfield Clinic

Employees Retirement Plan of Marshfield Clinic reports $1.3B in end-of-year assets across 9,068 participants (0.011% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $146,352 per participant (1.1x the national average assets-per-participant) . Net income for plan year 2023 was -$984K.

This plan identity (EIN 390452970, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.3B to $1.3B (-4.7%) while covered participants moved from 8,253 to 8,328 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 8,253 $1.3B Open filing
2023 9,068 $1.3B This page
2024 · index core 8,328 $1.3B Open filing

The same sponsor also keeps 2 other index-core plans on PlainRetire:

Employees Retirement Plan of Marshfield Clinic's out-of-state Money Purchase peers by assets and headcount

Outside Wisconsin, the nearest Money Purchase by assets is The George Washington University Retirement Plan for Faculty and Staff in VA ($1.3B); by covered participants it is Rhode Island Laborers Annuity Fund in RI (9,169 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9,068 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 Employees Retirement Plan of Marshfield Clinic assets move in 2023? ▼
Employees Retirement Plan of Marshfield Clinic held essentially flat - down 0.1% during 2023, from $1.3B to $1.3B. Reported net income was -$984K.
How have Marshfield Clinic, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marshfield Clinic, Inc.'s sponsor-wide assets grew 6.8%, from $2.9B to $3.1B.
Where does Employees Retirement Plan of Marshfield Clinic rank by assets among Form 5500 filers? ▼
Employees Retirement Plan of Marshfield Clinic ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Money Purchase plans are similar in size to Employees Retirement Plan of Marshfield Clinic? ▼
Among Money Purchase plans in other states, the closest by assets is The George Washington University Retirement Plan for Faculty and Staff in VA ($1.3B, 3,809 participants).
Which Money Purchase plans cover a similar participant headcount to Employees Retirement Plan of Marshfield Clinic? ▼
Among Money Purchase plans in other states, the closest by covered participants is Rhode Island Laborers Annuity Fund in RI (9,169 participants, $227M 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 390452970.

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.