401(k) · DOL Form 5500 · 2023

Marshfield Clinic, Inc. 401(k) Plan

Data updated 2026-08-25

$1.7B
Total assets Very large vs avg
11,787
Participants Very large workforce
99th
Percentile by assets National rank
$145,450
Avg per participant Above avg balance/head
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Official DOL plan name: Marshfield Clinic Salary Reduction Plan · Sponsored by Marshfield Clinic, Inc. · Wisconsin · Healthcare & Social Assistance

$1.7B in assets, 11,787 participants

Marshfield Clinic, Inc.'s Marshfield Clinic Salary Reduction Plan reported $1.7B in total assets and 11,787 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.

  • #17,570 in Healthcare & Social Assistance (17,684 peers)

Coverage in Wisconsin

Marshfield Clinic Salary Reduction Plan covers 11,787 participants in Wisconsin, 21x the typical Wisconsin plan (state average ~563 per filing). Assets: $1.7B.

#17,570
in Healthcare & Social Assistance (17,684 peers)
+11.4%
assets growth YoY
17×
vs typical plan assets (national mean)

Marshfield Clinic Salary Reduction Plan's outsized position by total assets

Marshfield Clinic Salary Reduction Plan vs every filed plan by assets

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

$1,714,422,476 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

Marshfield Clinic Salary Reduction Plan's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Marshfield Clinic Salary Reduction Plan is a mega filing (11,787 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Marshfield Clinic Salary Reduction Plan reported net income rose from -$322M in the plan year 2022 filing to $176M in the plan year 2023 filing.
  • Marshfield Clinic Salary Reduction Plan end-of-year assets rose from $1.5B in the plan year 2022 filing to $1.7B in the plan year 2023 filing.
  • Marshfield Clinic Salary Reduction Plan reported participants fell from 11,902 in the plan year 2022 filing to 11,787 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 390452970 · Marshfield Clinic, Inc. PY 2023 · 401(k)

Marshfield Clinic Salary Reduction Plan · $1.7B · 11,787 · 99th

  • TYPE $1.7B
  • TYPE 11,787
  • TYPE 99th
  • TYPE 401(k)
  • TYPE near Dover Corporation Retirement Savings Plan
  • TYPE ind #17570

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 →

Marshfield Clinic Salary Reduction Plan in the asset neighbourhood

Wesco Distribution, Inc. Retirement Savings PlanWesco Distribution, Inc. Ret…$1.7BMarshfield Clinic Salary Reduction PlanMarshfield Clinic Salary Red…$1.7BDover Corporation Retirement Savings PlanDover Corporation Retirement…$1.7BBroadridge Financial Solutions, Inc. Retirement Savings PlanBroadridge Financial Solutio…$1.7BAltice USA 401(k) Savings PlanAltice USA 401(k) Savings Pl…$1.7B
End-of-year total assets ($B) among Marshfield Clinic Salary Reduction Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$1.5B
Net Assets (End of Year)$1.7B
Net Income$176M
Employer EIN390452970
Plan Effective Date1985-01-01
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 401(k) Plans in Wisconsin

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

Marshfield Clinic Salary Reduction Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 020000400006000080000100000 0246810 Total assets ($B) Participants Marshfield Clinic Salary Reduction Plan, Total assets ($B): 1.714422476 · Participants: 11787Marshfield Clinic Salary Reduction 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
Marshfield Clinic Salary Reduction Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Marshfield Clinic Salary Reduction Plan side-by-side with 3 peers →

Scale composition for Marshfield Clinic Salary Reduction Plan

Marshfield Clinic Salary Reduction Plan reports $1.7B in end-of-year assets across 11,787 participants (0.014% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.013% of 93,925,755 covered participants) - about $145,450 per participant (1.1x the national average assets-per-participant) . Net income for plan year 2023 was $176M.

This plan identity (EIN 390452970, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.5B to $1.8B (+16.7%) while covered participants moved from 11,902 to 10,134 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 11,902 $1.5B Open filing
2023 11,787 $1.7B This page
2024 · index core 10,134 $1.8B Open filing

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

Marshfield Clinic Salary Reduction Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Dover Corporation Retirement Savings Plan in IL ($1.7B); by covered participants it is Syneos Health Savings and Retirement Plan in NC (11,790 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.7B here).

Similar participant headcount

Nearest other-state filings by covered participants (11,787 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 Marshfield Clinic Salary Reduction Plan assets move in 2023? ▼
Marshfield Clinic Salary Reduction Plan grew at a solid clip - up 11.4% during 2023, from $1.5B to $1.7B. Reported net income was $176M.
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 Marshfield Clinic Salary Reduction Plan rank by assets among Form 5500 filers? ▼
Marshfield Clinic Salary Reduction Plan 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 401(k) plans are similar in size to Marshfield Clinic Salary Reduction Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dover Corporation Retirement Savings Plan in IL ($1.7B, 13,212 participants).
Which 401(k) plans cover a similar participant headcount to Marshfield Clinic Salary Reduction Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Syneos Health Savings and Retirement Plan in NC (11,790 participants, $1.4B 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.