Defined Benefit (Pension) · DOL Form 5500 · 2023
Froedtert South, Inc. Pension Plan
Data updated 2026-08-25
- $236M
- Total assets Near avg plan size
- 637
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $370,769
- Avg per participant High balance/head
Official DOL plan name: Froedtert South, Inc. Employees' Pension Plan · Sponsored by Froedtert South, Inc. · Wisconsin · Healthcare & Social Assistance
$236M in assets, 637 participants
Froedtert South, Inc.'s Froedtert South, Inc. Employees' Pension Plan reported $236M in total assets and 637 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #16,947 in Healthcare & Social Assistance (17,684 peers)
Where Froedtert South, Inc. Employees' Pension Plan sits by assets
Froedtert South, Inc. Employees' Pension Plan sits in the top 5% of all filed plans by assets, $236M for 637 participants (~$370,769/participant), down 2.0% in 2023.
- #16,947
- in Healthcare & Social Assistance (17,684 peers)
- -2.0%
- assets change YoY
- 2.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Froedtert South, Inc. Employees' Pension Plan's outsized position by total assets
Froedtert South, Inc. Employees' Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$236,179,998 Top 5% higher than 95% 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
Froedtert South, Inc. Employees' Pension 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. Froedtert South, Inc. Employees' Pension Plan sits mid-pack in the medium band (637 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Froedtert South, Inc. Employees' Pension Plan reported net income rose from -$12M in the plan year 2022 filing to -$5M in the plan year 2023 filing.
- Froedtert South, Inc. Employees' Pension Plan reported participants fell from 697 in the plan year 2022 filing to 637 in the plan year 2023 filing.
- Froedtert South, Inc. Employees' Pension Plan end-of-year assets fell from $241M in the plan year 2022 filing to $236M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 390816845 · Froedtert South, Inc. PY 2023 · Defined Benefit (Pension)
Froedtert South, Inc. Employees' Pension Plan · $236M · 637 · 95th
- VS-ST $236M
- BOY 637
- SCH 95th
- EBSA Defined Benefit (Pension)
- PART near Accenture United States New Pension Plan
- TYPE ind #16947
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 →
Froedtert South, Inc. Employees' Pension Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $241M |
|---|---|
| Net Assets (End of Year) | $236M |
| Net Income | -$5M |
| Employer EIN | 390816845 |
| Plan Effective Date | 1961-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Froedtert South, Inc.)
Sponsor-wide plan assets over time
All Froedtert South, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $355M 11.520866143137038% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 4,827 | $319M |
| 2023 | 3 | 5,421 | $337M |
| 2024 | 3 | 4,654 | $355M |
Nearby Defined Benefit (Pension) Plans in Wisconsin
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- The Northwestern Mutual Employee Retirement Plan $3.3B · 8,348
- Building Trades United Pension Trust Fund Milwaukee and Vicinity $3.3B · 9,960
- The Northwestern Mutual Life Insurance Company Agents Retirement Plan $2.1B · 7,368
- Harley-Davidson Retirement Plan $1.9B · 1,560
- Rockwell Automation Pension Plan $1.8B · 2,136
Froedtert South, Inc. Employees' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Accenture United States New Pension Plan in IL ($236M); by covered participants it is General Dynamics Land Systems Pension Agreement in MI (637 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($236M here).
- Accenture United States New Pension Plan (IL) $236M · 254
- The Metropolitan Museum of Art Retirement Plan for Covered Union Employees (NY) $236M · 597
- Sanford Health Employees' Pension Plan (SD) $236M · 376
- Non-Contributory Retirement Program for Certain Employees of Hawaii Medical Service Association (HI) $236M · 589
Similar participant headcount
Nearest other-state filings by covered participants (637 participants); asset peers above are excluded.
- General Dynamics Land Systems Pension Agreement (MI) 637 · 0 off
- Covestro LLC Pension Plan (PA) 637 · 0 off
- Do It Best Corp. Restated Retirement Plan (IN) 637 · 0 off
- Sheet Metal Workers Local 7, Zone 1 Pension Plan (MI) 637 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.