Defined Benefit (Pension) · DOL Form 5500 · 2023
Froedtert Health, Inc. Pension Plan
Data updated 2026-08-25
- $120M
- Total assets Near avg plan size
- 316
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $380,584
- Avg per participant High balance/head
Official DOL plan name: Community Memorial Hospital Retirement Plan · Sponsored by Froedtert Health, Inc. · Wisconsin · Healthcare & Social Assistance
$120M in assets, 316 participants
Froedtert Health, Inc.'s Community Memorial Hospital Retirement Plan reported $120M in total assets and 316 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.
- #16,513 in Healthcare & Social Assistance (17,684 peers)
Where Community Memorial Hospital Retirement Plan sits by assets
Community Memorial Hospital Retirement Plan sits in the top 10% of all filed plans by assets, $120M for 316 participants (~$380,584/participant), up 8.6% in 2023.
- #16,513
- in Healthcare & Social Assistance (17,684 peers)
- +8.6%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Community Memorial Hospital Retirement Plan's outsized position by total assets
Community Memorial Hospital Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$120,264,581 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
Community Memorial Hospital Retirement 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. Community Memorial Hospital Retirement Plan sits mid-pack in the medium band (316 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Community Memorial Hospital Retirement Plan reported net income rose from -$35M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Community Memorial Hospital Retirement Plan reported participants fell from 355 in the plan year 2022 filing to 316 in the plan year 2023 filing.
- Community Memorial Hospital Retirement Plan end-of-year assets rose from $111M in the plan year 2022 filing to $120M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 392014409 · Froedtert Health, Inc. PY 2023 · Defined Benefit (Pension)
Community Memorial Hospital Retirement Plan · $120M · 316 · 92nd
- EOY $120M
- EOY 316
- EOY 92nd
- EOY Defined Benefit (Pension)
- EOY near Washington Permanente Medical Group Cash Balance Pension Plan
- EOY ind #16513
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 →
Community Memorial Hospital Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $111M |
|---|---|
| Net Assets (End of Year) | $120M |
| Net Income | $10M |
| Employer EIN | 392014409 |
| Plan Effective Date | 1977-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Froedtert Health, Inc.)
Sponsor-wide plan assets over time
All Froedtert Health, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.5B 35.52804129171744% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 5 | 16,168 | $1.9B |
| 2023 | 5 | 18,201 | $2.2B |
| 2024 | 5 | 18,332 | $2.5B |
Nearby Defined Benefit (Pension) Plans in Wisconsin
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- The Northwestern Mutual Employee Retirement Plan $3.3B · 8,348
- Building Trades United Pension Trust Fund Milwaukee and Vicinity $3.3B · 9,960
- The Northwestern Mutual Life Insurance Company Agents Retirement Plan $2.1B · 7,368
- Harley-Davidson Retirement Plan $1.9B · 1,560
- Rockwell Automation Pension Plan $1.8B · 2,136
Community Memorial Hospital Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Washington Permanente Medical Group Cash Balance Pension Plan in WA ($120M); by covered participants it is Ust LLC Retirement Income Plan for Hourly Employees in VA (316 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($120M here).
- Washington Permanente Medical Group Cash Balance Pension Plan (WA) $120M · 1,097
- IBEW Local 531 & NECA Pension Plan (IN) $120M · 424
- Tower International Pension Plan (MI) $120M · 345
- Appalachian Regional Healthcare, Inc. Retirement Plan (KY) $120M · 416
Similar participant headcount
Nearest other-state filings by covered participants (316 participants); asset peers above are excluded.
- Ust LLC Retirement Income Plan for Hourly Employees (VA) 316 · 0 off
- Kuakini Health System Retirement Plan (HI) 316 · 0 off
- Texas Oncology P.a. Cash Balance Pension Plan (TX) 316 · 0 off
- Reed Smith LLP Cash Balance Retirement Plan (PA) 316 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.