Other · DOL Form 5500 · 2023
Froedtert Health, Inc. Retirement Plan
Data updated 2026-08-25
- $1.9B
- Total assets Very large vs avg
- 15,352
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $122,229
- Avg per participant Near avg balance/head
Official DOL plan name: Froedtert Health, Inc. 403(b) Plan · Sponsored by Froedtert Health, Inc. · Wisconsin · Healthcare & Social Assistance
$1.9B in assets, 15,352 participants
Froedtert Health, Inc.'s Froedtert Health, Inc. 403(b) Plan reported $1.9B in total assets and 15,352 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- #17,580 in Healthcare & Social Assistance (17,684 peers)
Coverage in Wisconsin
Froedtert Health, Inc. 403(b) Plan covers 15,352 participants in Wisconsin, 27x the typical Wisconsin plan (state average ~563 per filing). Assets: $1.9B.
- #17,580
- in Healthcare & Social Assistance (17,684 peers)
- +23.0%
- assets growth YoY
- 19×
- vs typical plan assets (national mean)
Froedtert Health, Inc. 403(b) Plan's outsized position by total assets
Froedtert Health, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,876,462,966 Top 1% higher than 99% 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 Health, Inc. 403(b) Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Froedtert Health, Inc. 403(b) Plan is a mega filing (15,352 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Froedtert Health, Inc. 403(b) Plan reported net income rose from -$141M in the plan year 2022 filing to $348M in the plan year 2023 filing.
- Froedtert Health, Inc. 403(b) Plan end-of-year assets rose from $1.5B in the plan year 2022 filing to $1.9B in the plan year 2023 filing.
- Froedtert Health, Inc. 403(b) Plan reported participants rose from 13,617 in the plan year 2022 filing to 15,352 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 392014409 · Froedtert Health, Inc. PY 2023 · Other
Froedtert Health, Inc. 403(b) Plan · $1.9B · 15,352 · 99th
- PHOTO $1.9B
- IND 15,352
- EOY 99th
- 5500 Other
- ASSETS near Norton Healthcare 403(b) Retirement Savings Plan
- PCT ind #17580
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 Health, Inc. 403(b) Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $1.5B |
|---|---|
| Net Assets (End of Year) | $1.9B |
| Net Income | $348M |
| Employer EIN | 392014409 |
| Plan Effective Date | 2001-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Froedtert Health, Inc.)
Sponsor-wide plan assets over time
All Froedtert Health, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.5B 35.52804129171744% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 5 | 16,168 | $1.9B |
| 2023 | 5 | 18,201 | $2.2B |
| 2024 | 5 | 18,332 | $2.5B |
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
- 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
- Thedacare Retirement and 403(b) Savings Plan $741M · 6,021
Scale composition for Froedtert Health, Inc. 403(b) Plan
Froedtert Health, Inc. 403(b) Plan reports $1.9B in end-of-year assets across 15,352 participants (0.015% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.016% of 93,925,755 covered participants) - about $122,229 per participant (88% of the national average assets-per-participant) . Net income for plan year 2023 was $348M.
This plan identity (EIN 392014409, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.5B to $2.2B (+42.8%) while covered participants moved from 13,617 to 15,736 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 13,617 | $1.5B | Open filing |
| 2023 | 15,352 | $1.9B | This page |
| 2024 · index core | 15,736 | $2.2B | Open filing |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- Froedtert Health, Inc. 403(b) Plan (Other, $2.2B, 15,736 participants)
- Froedtert Health, Inc 401(a) Retirement Plan (Other, $126M, 1,993 participants)
- Community Memorial Hospital Retirement Plan (Defined Benefit (Pension), $117M, 304 participants)
Froedtert Health, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is Norton Healthcare 403(b) Retirement Savings Plan in KY ($1.9B); by covered participants it is Henry Ford Health System Heritage 403(b) Plan in MI (15,298 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.9B here).
- Norton Healthcare 403(b) Retirement Savings Plan (KY) $1.9B · 20,109
- The Tax Sheltered Annuity Plan of Texas Children's Hospital (TX) $1.8B · 15,456
- Baylor College of Medicine Section 403b (TX) $1.9B · 12,679
- Howard Hughes Medical Institute Retirement Savings Plan (MD) $1.8B · 2,154
Similar participant headcount
Nearest other-state filings by covered participants (15,352 participants); asset peers above are excluded.
- Henry Ford Health System Heritage 403(b) Plan (MI) 15,298 · 54 off
- Columbia University Voluntary Retirement Savings Plan (NY) 15,290 · 62 off
- Multicare Health System 403(b) Employee Savings Plan (WA) 15,445 · 93 off
- Georgetown University Voluntary Contribution Retirement Plan (DC) 15,030 · 322 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.