401(k) · DOL Form 5500 · 2023
Bellin Health Systems, Inc. 401(k) Plan
Data updated 2026-08-11
- $757M
- Total assets
- 5,261
- Participants
- 98th
- Percentile by assets
- $143,828
- Avg per participant
Official DOL plan name: Bellin Health 401(k) Retirement Plan · Sponsored by Bellin Health Systems, Inc. · Wisconsin · Healthcare & Social Assistance
$757M in assets, 5,261 participants
Bellin Health Systems, Inc.'s Bellin Health 401(k) Retirement Plan reported $757M in total assets and 5,261 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 127,072 plans)
- #17,405 in Healthcare & Social Assistance (17,684 peers)
Coverage in Wisconsin
Bellin Health 401(k) Retirement Plan covers 5,261 participants in Wisconsin, 9.3x the typical Wisconsin plan (state average ~563 per filing). Assets: $757M.
- $757M
- total plan assets (2023 EOY)
- 5,261
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $143,828
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bellin Health 401(k) Retirement Plan reported net income rose from $100M in the plan year 2022 filing to $177M in the plan year 2023 filing.
- Bellin Health 401(k) Retirement Plan end-of-year assets rose from $579M in the plan year 2022 filing to $757M in the plan year 2023 filing.
- Bellin Health 401(k) Retirement Plan reported participants rose from 4,696 in the plan year 2022 filing to 5,261 in the plan year 2023 filing.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Bellin Health 401(k) Retirement Plan reports 5,261 participants - 9.3x that state average ($757M EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $579M |
|---|---|
| Net Assets (End of Year) | $757M |
| Net Income | $177M |
| Employer EIN | 391512904 |
| Plan Effective Date | 2001-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bellin Health Systems, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,696 | $579M |
| 2023 | 1 | 5,261 | $757M |
| 2024 | 1 | 5,534 | $862M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Bellin Health 401(k) Retirement 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
Scale composition for Bellin Health 401(k) Retirement Plan
Bellin Health 401(k) Retirement Plan reports $757M in end-of-year assets across 5,261 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $143,828 per participant (1.0x the national average assets-per-participant) . Net income for plan year 2023 was $177M.
This plan identity (EIN 391512904, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $579M to $862M (+48.7%) while covered participants moved from 4,696 to 5,534 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 4,696 | $579M | Open filing |
| 2023 | 5,261 | $757M | This page |
| 2024 · index core | 5,534 | $862M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Bellin Health 401(k) Retirement Plan (401(k), $862M, 5,534 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Bellin Health 401(k) Retirement Plan by total assets, not by location.
- Atos 401(k) Savings Plan (TX) $756M · 4,505
- Blue Cross and Blue Shield of Al 401(k) Plan Salary Deferral Plan (AL) $757M · 4,012
- Csaa Insurance Group 401(k) Plan (CA) $755M · 3,444
- Audacy Inc. 401(k) Savings & Retirement Plan (PA) $759M · 4,016
Frequently Asked Questions
How did Bellin Health 401(k) Retirement Plan assets move in 2023? ▼
How have Bellin Health Systems, Inc. plan assets changed over time? ▼
Where does Bellin Health 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Bellin Health 401(k) Retirement Plan? ▼
Next read for Bellin Health 401(k) Retirement Plan
Filing takeaways
Ways to act on Bellin Health 401(k) Retirement Plan's numbers.
- By total assets, Bellin Health 401(k) Retirement Plan ranks in the top 5% 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
- Bellin Health Systems, Inc.'s sponsor-wide assets have grown 48.7% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans