401(k) · DOL Form 5500 · 2024
Hegg Memorial Health Center 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 215
- Participants Below avg headcount
- 56th
- Percentile by assets National rank
- $46,635
- Avg per participant Low balance/head
Official DOL plan name: Hegg Memorial Health Center Retirement Plan · Sponsored by Hegg Memorial Health Center · Wisconsin · Healthcare & Social Assistance
$10M in assets, 215 participants
Hegg Memorial Health Center's Hegg Memorial Health Center Retirement Plan reported $10M in total assets and 215 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.
- #10,366 in Healthcare & Social Assistance (16,916 peers)
Coverage in Wisconsin
Hegg Memorial Health Center Retirement Plan covers 215 participants in Wisconsin, about 38% of the average Wisconsin filer (state average ~563 per filing). Assets: $10M.
- #10,366
- in Healthcare & Social Assistance (16,916 peers)
- +11.3%
- assets growth YoY
Hegg Memorial Health Center Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Hegg Memorial Health Center Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,026,613 Top 44% higher than 56% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Hegg Memorial Health Center Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hegg Memorial Health Center Retirement Plan sits mid-pack in the medium band (215 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Hegg Memorial Health Center Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Hegg Memorial Health Center Retirement Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 420932564 · Hegg Memorial Health Center PY 2024 · 401(k)
Hegg Memorial Health Center Retirement Plan · $10M · 215 · 56th
- 5500 $10M
- 5500 215
- 5500 56th
- 5500 401(k)
- 5500 near The Arizona Humane Society 401(k) Plan
- 5500 ind #10366
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 →
Hegg Memorial Health Center Retirement Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $1M |
| Employer EIN | 420932564 |
| Plan Effective Date | 1999-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hegg Memorial Health Center)
Sponsor-wide plan assets over time
All Hegg Memorial Health Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 39.1398585095488% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 233 | $7M |
| 2023 | 1 | 213 | $9M |
| 2024 | 1 | 215 | $10M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Hegg Memorial Health Center Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is The Arizona Humane Society 401(k) Plan in AZ ($10M); by covered participants it is Systel Business Equipment Co., Inc. 401(k) Psp in NC (215 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- The Arizona Humane Society 401(k) Plan (AZ) $10M · 318
- Power Sales & Advertising, Inc. 401(k) Plan (KS) $10M · 137
- Century Next Bank 401(k) Plan (LA) $10M · 115
- Woodmont Country Club 401(k) Plan (MD) $10M · 167
Similar participant headcount
Nearest other-state filings by covered participants (215 participants); asset peers above are excluded.
- Systel Business Equipment Co., Inc. 401(k) Psp (NC) 215 · 0 off
- Caran Precision Eng. & Mfg. Corp. Retirement Savings Plan (CA) 215 · 0 off
- Slawson Companies, Inc. Tax Advantage Plan (KS) 215 · 0 off
- Keystone Technologies, LLC 401(k) Plan (PA) 215 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.