401(k) · DOL Form 5500 · 2023

Edgerton Hospital and Health Services 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
196
Participants Below avg headcount
56th
Percentile by assets National rank
$44,302
Avg per participant Low balance/head
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Official DOL plan name: Edgerton Hospital and Health Services 401(k) Plan & Trust · Sponsored by Edgerton Hospital and Health Services · Wisconsin · Healthcare & Social Assistance

$9M in assets, 196 participants

Edgerton Hospital and Health Services's Edgerton Hospital and Health Services 401(k) Plan & Trust reported $9M in total assets and 196 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #10,812 in Healthcare & Social Assistance (17,684 peers)

Coverage in Wisconsin

Edgerton Hospital and Health Services 401(k) Plan & Trust covers 196 participants in Wisconsin, about 35% of the average Wisconsin filer (state average ~563 per filing). Assets: $9M.

#10,812
in Healthcare & Social Assistance (17,684 peers)
+23.6%
assets growth YoY

Edgerton Hospital and Health Services 401(k) Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Edgerton Hospital and Health Services 401(k) Plan & Trust vs every filed plan by assets

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

$8,683,099 Top 44% higher than 56% 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

Edgerton Hospital and Health Services 401(k) Plan & Trust 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. Edgerton Hospital and Health Services 401(k) Plan & Trust sits mid-pack in the medium band (196 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Edgerton Hospital and Health Services 401(k) Plan & Trust reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Edgerton Hospital and Health Services 401(k) Plan & Trust end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Edgerton Hospital and Health Services 401(k) Plan & Trust reported participants rose from 182 in the plan year 2022 filing to 196 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 390819992 · Edgerton Hospital and Health Services PY 2023 · 401(k)

Edgerton Hospital and Health Services 401(k) Plan & Trust · $9M · 196 · 56th

  • BOY $9M
  • BOY 196
  • BOY 56th
  • BOY 401(k)
  • BOY near Adirondack Scenic Inc. Profit Sharing 401(k) Plan
  • BOY ind #10812

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 →

Edgerton Hospital and Health Services 401(k) Plan & Trust in the asset neighbourhood

Edgerton Hospital and Health Services 401(k) Plan & TrustEdgerton Hospital and Health…$9MAdirondack Scenic Inc. Profit Sharing 401(k) PlanAdirondack Scenic Inc. Profi…$9MCarroll Management Group, LLC 401(k) Retirement PlanCarroll Management Group, LL…$9MNorthern Manufacturing Co., Inc. Profit Sharing PlanNorthern Manufacturing Co., …$9MTax Deferred Annuity Plan for Employees of Welllife Network Inc.Tax Deferred Annuity Plan fo…$9M
End-of-year total assets ($M) among Edgerton Hospital and Health Services 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN390819992
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Edgerton Hospital and Health Services)

Sponsor-wide plan assets over time

All Edgerton Hospital and Health Services plans reported in each filing year

Latest sponsor-wide plan assets
$11M 52.94299815241613% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.03M $10.8M ▲ +52.9%
Year Plans Participants Total Assets
2022 1 182 $7M
2023 1 196 $9M
2024 1 206 $11M

Nearby 401(k) Plans in Wisconsin

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

Edgerton Hospital and Health Services 401(k) Plan & Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Edgerton Hospital and Health Services 401(k) Plan & Trust, Total assets ($B): 0.008683099 · Participants: 196Edgerton Hospital and Health Services 401(k) Plan & TrustAdvocate 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
Edgerton Hospital and Health Services 401(k) Plan & Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Edgerton Hospital and Health Services 401(k) Plan & Trust side-by-side with 3 peers →

Edgerton Hospital and Health Services 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Adirondack Scenic Inc. Profit Sharing 401(k) Plan in NY ($9M); by covered participants it is Logicworks 401(k) Plan in NY (196 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (196 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 Edgerton Hospital and Health Services 401(k) Plan & Trust assets move in 2023? ▼
Edgerton Hospital and Health Services 401(k) Plan & Trust grew sharply - up 23.6% during 2023, from $7M to $9M. Reported net income was $2M.
How have Edgerton Hospital and Health Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edgerton Hospital and Health Services's sponsor-wide assets grew 52.9%, from $7M to $11M.
Which 401(k) plans are similar in size to Edgerton Hospital and Health Services 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Adirondack Scenic Inc. Profit Sharing 401(k) Plan in NY ($9M, 138 participants).
Which 401(k) plans cover a similar participant headcount to Edgerton Hospital and Health Services 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Logicworks 401(k) Plan in NY (196 participants, N/A 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 390819992.

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.