Other · DOL Form 5500 · 2023
Cumberland Healthcare Retirement Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 235
- Participants Below avg headcount
- 69th
- Percentile by assets National rank
- $71,301
- Avg per participant Below avg balance/head
Official DOL plan name: Cumberland Healthcare 403(b) Plan · Sponsored by Cumberland Healthcare · Wisconsin · Healthcare & Social Assistance
$17M in assets, 235 participants
Cumberland Healthcare's Cumberland Healthcare 403(b) Plan reported $17M in total assets and 235 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.
- #13,105 in Healthcare & Social Assistance (17,684 peers)
Coverage in Wisconsin
Cumberland Healthcare 403(b) Plan covers 235 participants in Wisconsin, about 42% of the average Wisconsin filer (state average ~563 per filing). Assets: $17M.
- #13,105
- in Healthcare & Social Assistance (17,684 peers)
- +10.6%
- assets growth YoY
Cumberland Healthcare 403(b) Plan's outsized position by total assets
Cumberland Healthcare 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$16,755,715 Top 31% higher than 69% 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
Cumberland Healthcare 403(b) Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cumberland Healthcare 403(b) Plan sits mid-pack in the medium band (235 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Cumberland Healthcare 403(b) Plan reported net income fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Cumberland Healthcare 403(b) Plan reported participants rose from 212 in the plan year 2022 filing to 235 in the plan year 2023 filing.
- Cumberland Healthcare 403(b) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $17M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 390831153 · Cumberland Healthcare PY 2023 · Other
Cumberland Healthcare 403(b) Plan · $17M · 235 · 69th
- VS-ST $17M
- VS-ST 235
- VS-ST 69th
- VS-ST Other
- VS-ST near Ceom Stock Bonus Plan and Trust
- VS-ST ind #13105
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 →
Cumberland Healthcare 403(b) Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $2M |
| Employer EIN | 390831153 |
| Plan Effective Date | 2005-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cumberland Healthcare)
Sponsor-wide plan assets over time
All Cumberland Healthcare plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 23.36133920413729% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 212 | $15M |
| 2023 | 1 | 235 | $17M |
| 2024 | 1 | 227 | $19M |
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
Cumberland Healthcare 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is Ceom Stock Bonus Plan and Trust in CA ($17M); by covered participants it is The Chapin School Retirement and Savings Plan in NY (235 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Ceom Stock Bonus Plan and Trust (CA) $17M · 34
- Newark Academy Tda (NJ) $17M · 147
- Calumet College of Saint Joseph 403(b) DC Plan (IN) $17M · 241
- Center for Energy and Environment Tax Deferred Annuity Plan (MN) $17M · 177
Similar participant headcount
Nearest other-state filings by covered participants (235 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.