Other · DOL Form 5500 · 2023
Thedacare Inc. Retirement Plan
Data updated 2026-08-25
- $741M
- Total assets Above avg plan size
- 6,021
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $123,105
- Avg per participant Near avg balance/head
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.
- #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.
- #17,394
- in Healthcare & Social Assistance (17,684 peers)
- +16.4%
- assets growth YoY
- 7.4×
- vs typical plan assets (national mean)
Thedacare Retirement and 403(b) Savings Plan's outsized position by total assets
Thedacare Retirement and 403(b) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$741,215,640 Top 2% higher than 98% 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
Thedacare Retirement and 403(b) 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. Thedacare Retirement and 403(b) Savings Plan lands in the large band (6,021 participants).
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.
EBSA filing schedule strip
Filing strip 391509362 · Thedacare Inc. PY 2023 · Other
Thedacare Retirement and 403(b) Savings Plan · $741M · 6,021 · 98th
- TYPE $741M
- TYPE 6,021
- TYPE 98th
- TYPE Other
- TYPE near Tulane University Faculty and Administrative 403(b) Retirement Plan
- TYPE ind #17394
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 →
Thedacare Retirement and 403(b) Savings Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Thedacare Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $838M 5.849443791869659% vs 2022
- 2024 filing year
| 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.
- 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)
Thedacare Retirement and 403(b) Savings Plan's out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is Tulane University Faculty and Administrative 403(b) Retirement Plan in LA ($744M); by covered participants it is St. Jude Children's Research Hospital Defined Contribution Retirement Plan in TN (6,010 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($741M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (6,021 participants); asset peers above are excluded.
- St. Jude Children's Research Hospital Defined Contribution Retirement Plan (TN) 6,010 · 11 off
- Yale University Matching Retirement Plan (CT) 6,059 · 38 off
- Roper St. Francis Healthcare 403(b) Plan (SC) 5,979 · 42 off
- Luminis Health Retirement Plan (Employer Contributions) (MD) 5,951 · 70 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.