Other · DOL Form 5500 · 2023
Thedacare Inc. Retirement Plan
Data updated 2026-08-11
- $741M
- Total assets
- 6,021
- Participants
- 98th
- Percentile by assets
- $123,105
- Avg per participant
Official DOL plan name: Thedacare Retirement and 403(b) Savings Plan · Sponsored by Thedacare Inc. · Wisconsin · Healthcare & Social Assistance
$741M in assets, 6,021 participants
Thedacare Inc.'s Thedacare Retirement and 403(b) Savings Plan reported $741M in total assets and 6,021 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 127,072 plans)
- #17,394 in Healthcare & Social Assistance (17,684 peers)
Coverage in Wisconsin
Thedacare Retirement and 403(b) Savings Plan covers 6,021 participants in Wisconsin, 11x the typical Wisconsin plan (state average ~563 per filing). Assets: $741M.
- $741M
- total plan assets (2023 EOY)
- 6,021
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $123,105
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Thedacare Retirement and 403(b) Savings Plan reported net income rose from -$154M in the plan year 2022 filing to $105M in the plan year 2023 filing.
- Thedacare Retirement and 403(b) Savings Plan end-of-year assets rose from $637M in the plan year 2022 filing to $741M in the plan year 2023 filing.
- Thedacare Retirement and 403(b) Savings Plan reported participants fell from 6,335 in the plan year 2022 filing to 6,021 in the plan year 2023 filing.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Thedacare Retirement and 403(b) Savings Plan reports 6,021 participants - 11x that state average ($741M EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $637M |
|---|---|
| Net Assets (End of Year) | $741M |
| Net Income | $105M |
| Employer EIN | 391509362 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Thedacare Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 7,747 | $791M |
| 2023 | 2 | 7,294 | $741M |
| 2024 | 1 | 6,180 | $838M |
Nearby Other Plans in Wisconsin
Peer Other plans, same state, same plan type, ranked by total assets.
Thedacare Retirement and 403(b) Savings Plan vs. nearby Other plans in Wisconsin, assets vs. participants
- 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
Scale composition for Thedacare Retirement and 403(b) Savings Plan
Thedacare Retirement and 403(b) Savings Plan reports $741M in end-of-year assets across 6,021 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $123,105 per participant (89% of the national average assets-per-participant) . Net income for plan year 2023 was $105M.
This plan identity (EIN 391509362, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $637M to $838M (+31.6%) while covered participants moved from 6,335 to 6,180 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,335 | $637M | Open filing |
| 2023 | 6,021 | $741M | This page |
| 2024 · index core | 6,180 | $838M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Thedacare Retirement and 403(b) Savings Plan (Profit Sharing, $838M, 6,180 participants)
Similar-Sized Other Plans Nationally
Other plans in other states closest to Thedacare Retirement and 403(b) Savings Plan by total assets, not by location.
- Tulane University Faculty and Administrative 403(b) Retirement Plan (LA) $744M · 3,591
- Mercy Health Corporation Employees Retirement Plan (IL) $737M · 7,387
- Dana-Farber Cancer Institute Tax Deferred Annuity Plan (MA) $735M · 6,758
- Umms Voluntary 403(b) Plan (MD) $733M · 5,847
Frequently Asked Questions
How did Thedacare Retirement and 403(b) Savings Plan assets move in 2023? ▼
How have Thedacare Inc. plan assets changed over time? ▼
Where does Thedacare Retirement and 403(b) Savings Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Thedacare Retirement and 403(b) Savings Plan? ▼
Next read for Thedacare Retirement and 403(b) Savings …
Filing takeaways
Ways to act on Thedacare Retirement and 403(b) Savings Plan's numbers.
- By total assets, Thedacare Retirement and 403(b) Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Wisconsin. Compare plans
- Thedacare Inc.'s sponsor-wide assets have grown 5.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans