Other · DOL Form 5500 · 2023
Froedtert South, Inc. Retirement Plan
Data updated 2026-08-25
- $77M
- Total assets Below avg plan size
- 2,397
- Participants Above avg headcount
- 89th
- Percentile by assets National rank
- $32,079
- Avg per participant Low balance/head
Official DOL plan name: Froedtert South, Inc. Matched 403(b) Retirement Savings Plan · Sponsored by Froedtert South, Inc. · Wisconsin · Healthcare & Social Assistance
$77M in assets, 2,397 participants
Froedtert South, Inc.'s Froedtert South, Inc. Matched 403(b) Retirement Savings Plan reported $77M in total assets and 2,397 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- #16,066 in Healthcare & Social Assistance (17,684 peers)
Coverage in Wisconsin
Froedtert South, Inc. Matched 403(b) Retirement Savings Plan covers 2,397 participants in Wisconsin, 4.3x the typical Wisconsin plan (state average ~563 per filing). Assets: $77M.
- #16,066
- in Healthcare & Social Assistance (17,684 peers)
- +26.1%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Froedtert South, Inc. Matched 403(b) Retirement Savings Plan's outsized position by total assets
Froedtert South, Inc. Matched 403(b) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$76,893,392 Top 11% higher than 89% 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 South, Inc. Matched 403(b) Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Froedtert South, Inc. Matched 403(b) Retirement Savings Plan lands in the large band (2,397 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Froedtert South, Inc. Matched 403(b) Retirement Savings Plan reported net income rose from -$9M in the plan year 2022 filing to $16M in the plan year 2023 filing.
- Froedtert South, Inc. Matched 403(b) Retirement Savings Plan end-of-year assets rose from $61M in the plan year 2022 filing to $77M in the plan year 2023 filing.
- Froedtert South, Inc. Matched 403(b) Retirement Savings Plan reported participants rose from 2,065 in the plan year 2022 filing to 2,397 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 390816845 · Froedtert South, Inc. PY 2023 · Other
Froedtert South, Inc. Matched 403(b) Retirement Savings Plan · $77M · 2,397 · 89th
- PHOTO $77M
- IND 2,397
- EOY 89th
- 5500 Other
- ASSETS near Dameron Hospital Association 403(b) Retirement Plan
- PCT ind #16066
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 South, Inc. Matched 403(b) Retirement Savings Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $61M |
|---|---|
| Net Assets (End of Year) | $77M |
| Net Income | $16M |
| Employer EIN | 390816845 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Froedtert South, Inc.)
Sponsor-wide plan assets over time
All Froedtert South, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $355M 11.520866143137038% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 4,827 | $319M |
| 2023 | 3 | 5,421 | $337M |
| 2024 | 3 | 4,654 | $355M |
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
Froedtert South, Inc. Matched 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is Dameron Hospital Association 403(b) Retirement Plan in CA ($77M); by covered participants it is New York Blood Center Retirement Plan in NY (2,398 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($77M here).
- Dameron Hospital Association 403(b) Retirement Plan (CA) $77M · 524
- Oaklawn Tax Sheltered Annuity Plan (MI) $77M · 1,110
- Windward School Retirement Plan (NY) $77M · 388
- Morehouse College Defined Contribution Plan (GA) $77M · 701
Similar participant headcount
Nearest other-state filings by covered participants (2,397 participants); asset peers above are excluded.
- New York Blood Center Retirement Plan (NY) 2,398 · 1 off
- Iaicu Multiple Employer Plan (IA) 2,396 · 1 off
- Einstein Medical Center Montgomery Retirement Savings Plan (PA) 2,399 · 2 off
- 403 (B) Retirement Plan (CO) 2,390 · 7 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.