Defined Benefit (Pension) · DOL Form 5500 · 2023
Froedtert Health, Inc. Pension Plan
Data updated 2026-08-25
- $56M
- Total assets Below avg plan size
- 17
- Participants Small participant base
- 87th
- Percentile by assets National rank
- $3.3M
- Avg per participant High balance/head
Official DOL plan name: Froedtert Hospital Retirement Plan for Certain Former Milwaukee County Employees · Sponsored by Froedtert Health, Inc. · Wisconsin · Healthcare & Social Assistance
$56M in assets, 17 participants
Froedtert Health, Inc.'s Froedtert Hospital Retirement Plan for Certain Former Milwaukee County Employees reported $56M in total assets and 17 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.
- #15,691 in Healthcare & Social Assistance (17,684 peers)
Where Froedtert Hospital Retirement Plan for Certain Former Milwaukee County Employees sits by assets
Froedtert Hospital Retirement Plan for Certain Former Milwaukee County Employees sits in the top quartile of all filed plans by assets, $56M for 17 participants (~$3.3M/participant), up 4.0% in 2023.
- #15,691
- in Healthcare & Social Assistance (17,684 peers)
- +4.0%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Froedtert Hospital Retirement Plan for Certain Former Milwaukee County Employees's outsized position by total assets
Froedtert Hospital Retirement Plan for Certain Former Milwaukee County Employees vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$56,133,157 Top 13% higher than 87% 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
Froedtert Hospital Retirement Plan for Certain Former Milwaukee County Employees among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Froedtert Hospital Retirement Plan for Certain Former Milwaukee County Employees is a small filing (17 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Froedtert Hospital Retirement Plan for Certain Former Milwaukee County Employees reported net income rose from -$23M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Froedtert Hospital Retirement Plan for Certain Former Milwaukee County Employees reported participants fell from 22 in the plan year 2022 filing to 17 in the plan year 2023 filing.
- Froedtert Hospital Retirement Plan for Certain Former Milwaukee County Employees end-of-year assets rose from $54M in the plan year 2022 filing to $56M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 392014409 · Froedtert Health, Inc. PY 2023 · Defined Benefit (Pension)
Froedtert Hospital Retirement Plan for Certain Former Milwaukee County Employees · $56M · 17 · 87th
- SCH $56M
- EBSA 17
- PART 87th
- TYPE Defined Benefit (Pension)
- NET near Retirement Plan for Employees of Bridgford Foods Corporation
- BOOK ind #15691
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 →
Froedtert Hospital Retirement Plan for Certain Former Milwaukee County Employees in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $54M |
|---|---|
| Net Assets (End of Year) | $56M |
| Net Income | $2M |
| Employer EIN | 392014409 |
| Plan Effective Date | 1992-01-01 |
| 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
Froedtert Hospital Retirement Plan for Certain Former Milwaukee County Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of Bridgford Foods Corporation in TX ($56M); by covered participants it is Pension Plan for Employees of Local 15, 15a, 15c, 15d Iuoe AFL-CIO in NY (17 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($56M here).
Similar participant headcount
Nearest other-state filings by covered participants (17 participants); asset peers above are excluded.
- Pension Plan for Employees of Local 15, 15a, 15c, 15d Iuoe AFL-CIO (NY) 17 · 0 off
- Tooling Concepts, Inc. Cash Balance Plan (MI) 17 · 0 off
- Halliburton Retirement Plan (TX) 17 · 0 off
- Zwi Group LLC Pension Plan (NJ) 17 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.