401(k) · DOL Form 5500 · 2023

Rogers Memorial Hospital, Inc 401(k) Plan

Data updated 2026-08-11

$128M
Total assets: 3,416
Participants: 93rd
Percentile by assets: $37,552
Avg per participant

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.

93rd percentile by assets (of 127,072 plans)
#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.

$128M
total plan assets (2023 EOY): 3,416
covered participants: 93rd
percentile by assets (of 127,072 plans): $37,552
avg assets per participant

Where Rogers Memorial Hospital, Inc. 401(k) Plan sits 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

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 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 →

State

Wisconsin

Industry

Healthcare & Social Assistance

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Rogers Memorial Hospital, Inc. 401(k) Plan reports 3,416 participants - 6.1x that state average ($128M EOY assets).

Wisconsin filing particulars

Total Assets (Beginning of Year)	$103M
Net Assets (End of Year)	$128M
Net Income	$25M
Employer EIN	391139101
Plan Effective Date	2001-11-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Rogers Memorial Hospital, Inc)

Total plan assets by year, all Rogers Memorial Hospital, Inc plans on file

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

Advocate Aurora Health 401(k) Plan $9.1B · 76,956
Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
Fiserv 401(k) Savings Plan $4.8B · 25,280
Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
Rockwell Automation Retirement Savings Plan $3.6B · 8,877

Compare Rogers Memorial Hospital, Inc. 401(k) Pl… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Rogers Memorial Hospital, Inc. 401(k) Plan by total assets, not by location.

Lactalis Dairy USA 401(k) Plan (CA) $128M · 1,447
Brose North America, Inc. 401(k) Profit Sharing Plan and Trust (MI) $128M · 2,545
Subsea 7 401(k) Retirement Plan (TX) $128M · 621
Christie's Inc. 401(k) Savings Plan (NY) $128M · 556

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).

Next read for Rogers Memorial Hospital, Inc. 401(k) Pl…

Filing takeaways

Ways to act on Rogers Memorial Hospital, Inc. 401(k) Plan's numbers.

By total assets, Rogers Memorial Hospital, Inc. 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
Rogers Memorial Hospital, Inc's sponsor-wide assets have grown 41.4% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

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.