401(k) · DOL Form 5500 · 2024

Prevea Clinic, Inc. 401(k) Plan

Data updated 2026-07-24

$492M
Total assets: 2,423
Participants: 97th
Percentile by assets: $202,924
Avg per participant

Official DOL plan name: Prevea Clinic, Inc. 401(k) and Retirement Plan · Sponsored by Prevea Clinic, Inc. · Wisconsin · Healthcare & Social Assistance

$492M in assets, 2,423 participants

Prevea Clinic, Inc.'s Prevea Clinic, Inc. 401(k) and Retirement Plan reported $492M in total assets and 2,423 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

97th percentile by assets (of 116,472 plans)

Coverage in Wisconsin

Prevea Clinic, Inc. 401(k) and Retirement Plan covers 2,423 participants in Wisconsin, 4.3x the typical Wisconsin plan (state average ~565 per filing). Assets: $492M.

$492M
total plan assets (2024 EOY): 2,423
covered participants: 97th
percentile by assets (of 116,472 plans): $202,924
avg assets per participant

Prevea Clinic, Inc. 401(k) and Retirement Plan reported net income fell from $75M in the plan year 2023 filing to $30M in the plan year 2024 filing.
Prevea Clinic, Inc. 401(k) and Retirement Plan end-of-year assets rose from $462M in the plan year 2023 filing to $492M in the plan year 2024 filing.
Prevea Clinic, Inc. 401(k) and Retirement Plan reported participants rose from 2,411 in the plan year 2023 filing to 2,423 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Wisconsin

Industry

Healthcare & Social Assistance

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 565 participants across 2,767 plans. Prevea Clinic, Inc. 401(k) and Retirement Plan reports 2,423 participants - 4.3x that state average ($492M EOY assets).

Wisconsin filing particulars

Total Assets (Beginning of Year)	$462M
Net Assets (End of Year)	$492M
Net Income	$30M
Employer EIN	391839349
Plan Effective Date	1997-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Prevea Clinic, Inc.)

Total plan assets by year, all Prevea Clinic, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	2,287	$387M
2023	1	2,411	$462M
2024	1	2,423	$492M

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Prevea Clinic, Inc. 401(k) and Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Advocate Aurora Health 401(k) Plan $10.5B · 80,015
Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
Fiserv 401(k) Savings Plan $5.1B · 26,372
Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
Rockwell Automation Retirement Savings Plan $3.8B · 9,217

Compare Prevea Clinic, Inc. 401(k) and Retiremen… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Prevea Clinic, Inc. 401(k) and Retirement Plan by total assets, not by location.

Saint Luke's Retirement Balance and Matching Plan (MO) $492M · 12,441
C.V. Starr & Co., Inc. Incentive Savings Plan (NY) $491M · 1,827
Cherokee Nation Businesses LLC 401(k) Plan (OK) $492M · 7,735
De Lage Landen Financial Services, Inc. Retirement Savings Plan (PA) $492M · 1,568

Frequently Asked Questions

How did Prevea Clinic, Inc. 401(k) and Retirement Plan assets move in 2024? ▼

Prevea Clinic, Inc. 401(k) and Retirement Plan grew at a solid clip - up 6.5% during 2024, from $462M to $492M. Reported net income was $30M.

How have Prevea Clinic, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Prevea Clinic, Inc.'s sponsor-wide assets grew 27.2%, from $387M to $492M.

Where does Prevea Clinic, Inc. 401(k) and Retirement Plan rank by assets among Form 5500 filers? ▼

Prevea Clinic, Inc. 401(k) and Retirement Plan ranks in the 97th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Prevea Clinic, Inc. 401(k) and Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Saint Luke's Retirement Balance and Matching Plan in MO ($492M, 12,441 participants).

Next read for Prevea Clinic, Inc. 401(k) and Retiremen…

Filing takeaways

Ways to act on Prevea Clinic, Inc. 401(k) and Retirement Plan's numbers.

By total assets, Prevea Clinic, Inc. 401(k) and 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
Prevea Clinic, Inc.'s sponsor-wide assets have grown 27.2% 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 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391839349.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.