Other · DOL Form 5500 · 2023
Spooner Health System, Inc. Retirement Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 138
- Participants Small participant base
- 67th
- Percentile by assets National rank
- $110,040
- Avg per participant Below avg balance/head
Official DOL plan name: Spooner Health System 403(b) Plan · Sponsored by Spooner Health System, Inc. · Wisconsin · Healthcare & Social Assistance
$15M in assets, 138 participants
Spooner Health System, Inc.'s Spooner Health System 403(b) Plan reported $15M in total assets and 138 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.
- #12,803 in Healthcare & Social Assistance (17,684 peers)
Coverage in Wisconsin
Spooner Health System 403(b) Plan covers 138 participants in Wisconsin, about 25% of the average Wisconsin filer (state average ~563 per filing). Assets: $15M.
- #12,803
- in Healthcare & Social Assistance (17,684 peers)
- +11.0%
- assets growth YoY
Spooner Health System 403(b) Plan's outsized position by total assets
Spooner Health System 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$15,185,551 Top 33% higher than 67% 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
Spooner Health System 403(b) 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. Spooner Health System 403(b) Plan sits mid-pack in the medium band (138 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Spooner Health System 403(b) Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Spooner Health System 403(b) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $15M in the plan year 2023 filing.
- Spooner Health System 403(b) Plan reported participants fell from 142 in the plan year 2022 filing to 138 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 390892183 · Spooner Health System, Inc. PY 2023 · Other
Spooner Health System 403(b) Plan · $15M · 138 · 67th
- ASSETS $15M
- PCT 138
- EIN 67th
- RANK Other
- PHOTO near Louisburg College 403(b) Plan
- IND ind #12803
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 →
Spooner Health System 403(b) Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $2M |
| Employer EIN | 390892183 |
| Plan Effective Date | 1965-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Spooner Health System, Inc.)
Sponsor-wide plan assets over time
All Spooner Health System, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 31.52305878909799% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 142 | $14M |
| 2023 | 1 | 138 | $15M |
| 2024 | 1 | 144 | $18M |
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
Spooner Health System 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is Louisburg College 403(b) Plan in NC ($15M); by covered participants it is Hospice of Southern Maine Retirement Savings Plan in ME (138 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (138 participants); asset peers above are excluded.
- Hospice of Southern Maine Retirement Savings Plan (ME) 138 · 0 off
- New York College of Podiatric Medicine 403(b) Tda Plan (NY) 138 · 0 off
- USA Hockey, Inc. 403(b) Plan (CO) 138 · 0 off
- Community Action Wayne/Medina Retirement Savings Plan (OH) 138 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.