401(k) · DOL Form 5500 · 2024

Prevea Clinic, Inc. 401(k) Plan

Data updated 2026-08-25

$492M
Total assets Above avg plan size
2,423
Participants Above avg headcount
97th
Percentile by assets National rank
$202,924
Avg per participant Above avg balance/head
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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.

  • #16,445 in Healthcare & Social Assistance (16,916 peers)

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 ~563 per filing). Assets: $492M.

#16,445
in Healthcare & Social Assistance (16,916 peers)
+6.5%
assets growth YoY
4.9×
vs typical plan assets (national mean)

Prevea Clinic, Inc. 401(k) and Retirement Plan's outsized position by total assets

Prevea Clinic, Inc. 401(k) and Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$491,684,640 Top 3% higher than 97% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Prevea Clinic, Inc. 401(k) and Retirement Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Prevea Clinic, Inc. 401(k) and Retirement Plan lands in the large band (2,423 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

DOL schedule card

Filing strip 391839349 · Prevea Clinic, Inc. PY 2024 · 401(k)

Prevea Clinic, Inc. 401(k) and Retirement Plan · $492M · 2,423 · 97th

  • PHOTO $492M
  • PHOTO 2,423
  • PHOTO 97th
  • PHOTO 401(k)
  • PHOTO near Saint Luke's Retirement Balance and Matching Plan
  • PHOTO ind #16445

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 →

Prevea Clinic, Inc. 401(k) and Retirement Plan in the asset neighbourhood

De Lage Landen Financial Services, Inc. Retirement Savings PlanDe Lage Landen Financial Ser…$492MCherokee Nation Businesses LLC 401(k) PlanCherokee Nation Businesses L…$492MSaint Luke's Retirement Balance and Matching PlanSaint Luke's Retirement Bala…$492MPrevea Clinic, Inc. 401(k) and Retirement PlanPrevea Clinic, Inc. 401(k) a…$492MC.V. Starr & Co., Inc. Incentive Savings PlanC.V. Starr & Co., Inc. Incen…$491M
End-of-year total assets ($M) among Prevea Clinic, Inc. 401(k) and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$462M
Net Assets (End of Year)$492M
Net Income$30M
Employer EIN391839349
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Prevea Clinic, Inc.)

Sponsor-wide plan assets over time

All Prevea Clinic, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$492M 27.170140436922196% vs 2022
2024 filing year
$350M$400M$450M$500M$550M 202220232024 $387M $492M ▲ +27.2%
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 Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Prevea Clinic, Inc. 401(k) and Retirement Plan, Total assets ($B): 0.49168464 · Participants: 2423Prevea Clinic, Inc. 401(k) and Retirement PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Prevea Clinic, Inc. 401(k) and Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Prevea Clinic, Inc. 401(k) and Retirement Plan side-by-side with 3 peers →

Prevea Clinic, Inc. 401(k) and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Saint Luke's Retirement Balance and Matching Plan in MO ($492M); by covered participants it is Renasant Bank 401(k) Plan in MS (2,423 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,423 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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 123,622 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).
Which 401(k) plans cover a similar participant headcount to Prevea Clinic, Inc. 401(k) and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Renasant Bank 401(k) Plan in MS (2,423 participants, $320M in assets).

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.