Other · DOL Form 5500 · 2024
Agrace Health Retirement Plan
Data updated 2026-08-25
- $48M
- Total assets Below avg plan size
- 872
- Participants Near avg headcount
- 84th
- Percentile by assets National rank
- $54,719
- Avg per participant Low balance/head
Official DOL plan name: Agrace Health Employee Retirement Plan · Sponsored by Agrace Health · Wisconsin · Healthcare & Social Assistance
$48M in assets, 872 participants
Agrace Health's Agrace Health Employee Retirement Plan reported $48M in total assets and 872 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.
- #14,536 in Healthcare & Social Assistance (16,916 peers)
Where Agrace Health Employee Retirement Plan sits by assets
Agrace Health Employee Retirement Plan sits in the top quartile of all filed plans by assets, $48M for 872 participants (~$54,719/participant), up 14.7% in 2024.
- #14,536
- in Healthcare & Social Assistance (16,916 peers)
- +14.7%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Agrace Health Employee Retirement Plan's outsized position by total assets
Agrace Health Employee Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$47,715,280 Top 16% higher than 84% 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
Agrace Health Employee 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. Agrace Health Employee Retirement Plan sits mid-pack in the medium band (872 participants).
Form 5500 schedule snapshot
Filing strip 993390141 · Agrace Health PY 2024 · Other
Agrace Health Employee Retirement Plan · $48M · 872 · 84th
- NET $48M
- BOOK 872
- VS-ST 84th
- BOY Other
- SCH near Retirement Plan of Rome Memorial Hospital, Inc.
- EBSA ind #14536
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 →
Agrace Health Employee Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $42M |
|---|---|
| Net Assets (End of Year) | $48M |
| Net Income | $6M |
| Employer EIN | 993390141 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
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 $2.6B · 6,796
- Froedtert Health, Inc. 403(b) Plan $2.2B · 15,736
- University of Wisconsin Medical Foundation Physicians Retirement Plan $1.4B · 2,091
- Children's Hospital and Health System Shared Retirement Savings Plan $1.0B · 6,717
- Marquette University Retirement Plan $926M · 3,173
Agrace Health Employee Retirement Plan's out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is Retirement Plan of Rome Memorial Hospital, Inc. in NY ($48M); by covered participants it is Western New England University Defined Contribution Retirement Plan in MA (871 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($48M here).
Similar participant headcount
Nearest other-state filings by covered participants (872 participants); asset peers above are excluded.
- Western New England University Defined Contribution Retirement Plan (MA) 871 · 1 off
- Daymark 401(k) Plan (NC) 871 · 1 off
- Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan (FL) 871 · 1 off
- Oclc Supplemental Plan (OH) 870 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.