401(k) · DOL Form 5500 · 2023

Rogers Memorial Hospital, Inc 401(k) Plan

Data updated 2026-08-25

$128M
Total assets Near avg plan size
3,416
Participants Above avg headcount
93rd
Percentile by assets National rank
$37,552
Avg per participant Low balance/head
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Official DOL plan name: Rogers Memorial Hospital, Inc. 401(k) Plan · Sponsored by Rogers Memorial Hospital, Inc · Wisconsin · Healthcare & Social Assistance

$128M in assets, 3,416 participants

Rogers Memorial Hospital, Inc's Rogers Memorial Hospital, Inc. 401(k) Plan reported $128M in total assets and 3,416 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #16,574 in Healthcare & Social Assistance (17,684 peers)

Coverage in Wisconsin

Rogers Memorial Hospital, Inc. 401(k) Plan covers 3,416 participants in Wisconsin, 6.1x the typical Wisconsin plan (state average ~563 per filing). Assets: $128M.

#16,574
in Healthcare & Social Assistance (17,684 peers)
+24.5%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Rogers Memorial Hospital, Inc. 401(k) Plan's outsized position by total assets

Rogers Memorial Hospital, Inc. 401(k) Plan vs every filed plan by assets

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

$128,278,325 Top 7% higher than 93% 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

Rogers Memorial Hospital, Inc. 401(k) 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. Rogers Memorial Hospital, Inc. 401(k) Plan lands in the large band (3,416 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rogers Memorial Hospital, Inc. 401(k) Plan reported net income rose from -$9M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Rogers Memorial Hospital, Inc. 401(k) Plan reported participants rose from 2,729 in the plan year 2022 filing to 3,416 in the plan year 2023 filing.
  • Rogers Memorial Hospital, Inc. 401(k) Plan end-of-year assets rose from $103M in the plan year 2022 filing to $128M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 391139101 · Rogers Memorial Hospital, Inc PY 2023 · 401(k)

Rogers Memorial Hospital, Inc. 401(k) Plan · $128M · 3,416 · 93rd

  • EIN $128M
  • EIN 3,416
  • EIN 93rd
  • EIN 401(k)
  • EIN near Lactalis Dairy USA 401(k) Plan
  • EIN ind #16574

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 →

Rogers Memorial Hospital, Inc. 401(k) Plan in the asset neighbourhood

Christie's Inc. 401(k) Savings PlanChristie's Inc. 401(k) Savin…$128MLactalis Dairy USA 401(k) PlanLactalis Dairy USA 401(k) Pl…$128MRogers Memorial Hospital, Inc. 401(k) PlanRogers Memorial Hospital, In…$128MBrose North America, Inc. 401(k) Profit Sharing Plan and TrustBrose North America, Inc. 40…$128MSubsea 7 401(k) Retirement PlanSubsea 7 401(k) Retirement P…$128M
End-of-year total assets ($M) among Rogers Memorial Hospital, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$103M
Net Assets (End of Year)$128M
Net Income$25M
Employer EIN391139101
Plan Effective Date2001-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rogers Memorial Hospital, Inc)

Sponsor-wide plan assets over time

All Rogers Memorial Hospital, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$146M 41.36186332312252% vs 2022
2024 filing year
$80M$100M$120M$140M$160M 202220232024 $103M $146M ▲ +41.4%
Year Plans Participants Total Assets
2022 1 2,729 $103M
2023 1 3,416 $128M
2024 1 2,877 $146M

Nearby 401(k) Plans in Wisconsin

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

Rogers Memorial Hospital, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Rogers Memorial Hospital, Inc. 401(k) Plan, Total assets ($B): 0.128278325 · Participants: 3416Rogers Memorial Hospital, Inc. 401(k) PlanAdvocate 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
Rogers Memorial Hospital, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Rogers Memorial Hospital, Inc. 401(k) Plan side-by-side with 3 peers →

Rogers Memorial Hospital, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Lactalis Dairy USA 401(k) Plan in CA ($128M); by covered participants it is Floyd Healthcare Management, Inc. 401(k) Retirement Plan in GA (3,417 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($128M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,416 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 Rogers Memorial Hospital, Inc. 401(k) Plan assets move in 2023? ▼
Rogers Memorial Hospital, Inc. 401(k) Plan grew sharply - up 24.5% during 2023, from $103M to $128M. Reported net income was $25M.
How have Rogers Memorial Hospital, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rogers Memorial Hospital, Inc's sponsor-wide assets grew 41.4%, from $103M to $146M.
Where does Rogers Memorial Hospital, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Rogers Memorial Hospital, Inc. 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Rogers Memorial Hospital, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lactalis Dairy USA 401(k) Plan in CA ($128M, 1,447 participants).
Which 401(k) plans cover a similar participant headcount to Rogers Memorial Hospital, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Floyd Healthcare Management, Inc. 401(k) Retirement Plan in GA (3,417 participants, $175M 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 391139101.

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.