401(k) · DOL Form 5500 · 2024
Vernon Memorial Healthcare, Inc. 401(k) Plan
Data updated 2026-08-25
- $58M
- Total assets Below avg plan size
- 470
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $123,947
- Avg per participant Near avg balance/head
Official DOL plan name: Vernon Memorial Healthcare Employees Pension & Savings Plan · Sponsored by Vernon Memorial Healthcare, Inc. · Wisconsin · Healthcare & Social Assistance
$58M in assets, 470 participants
Vernon Memorial Healthcare, Inc.'s Vernon Memorial Healthcare Employees Pension & Savings Plan reported $58M in total assets and 470 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.
- #14,861 in Healthcare & Social Assistance (16,916 peers)
Where Vernon Memorial Healthcare Employees Pension & Savings Plan sits by assets
Vernon Memorial Healthcare Employees Pension & Savings Plan sits in the top quartile of all filed plans by assets, $58M for 470 participants (~$123,947/participant), up 8.7% in 2024.
- #14,861
- in Healthcare & Social Assistance (16,916 peers)
- +8.7%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Vernon Memorial Healthcare Employees Pension & Savings Plan's outsized position by total assets
Vernon Memorial Healthcare Employees Pension & Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$58,255,304 Top 14% higher than 86% 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
Vernon Memorial Healthcare Employees Pension & Savings 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. Vernon Memorial Healthcare Employees Pension & Savings Plan sits mid-pack in the medium band (470 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Vernon Memorial Healthcare Employees Pension & Savings Plan reported net income rose from $2M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Vernon Memorial Healthcare Employees Pension & Savings Plan end-of-year assets rose from $54M in the plan year 2023 filing to $58M in the plan year 2024 filing.
- Vernon Memorial Healthcare Employees Pension & Savings Plan reported participants rose from 452 in the plan year 2023 filing to 470 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 390806404 · Vernon Memorial Healthcare, Inc. PY 2024 · 401(k)
Vernon Memorial Healthcare Employees Pension & Savings Plan · $58M · 470 · 86th
- PHOTO $58M
- IND 470
- EOY 86th
- 5500 401(k)
- ASSETS near Wireco Worldgroup, Inc. 401(k) Savings Plan
- PCT ind #14861
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 →
Vernon Memorial Healthcare Employees Pension & Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $54M |
|---|---|
| Net Assets (End of Year) | $58M |
| Net Income | $5M |
| Employer EIN | 390806404 |
| Plan Effective Date | 1963-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Vernon Memorial Healthcare, Inc.)
Sponsor-wide plan assets over time
All Vernon Memorial Healthcare, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $58M 12.41891474698051% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 438 | $52M |
| 2023 | 1 | 452 | $54M |
| 2024 | 1 | 470 | $58M |
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
Vernon Memorial Healthcare Employees Pension & Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Wireco Worldgroup, Inc. 401(k) Savings Plan in KS ($58M); by covered participants it is Tencate USA Savings Plan in GA (470 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($58M here).
Similar participant headcount
Nearest other-state filings by covered participants (470 participants); asset peers above are excluded.
- Tencate USA Savings Plan (GA) 470 · 0 off
- Davis Mail Services, Inc. Retirement Plan (FL) 470 · 0 off
- The Clearing House Incentive Account Plan (NY) 470 · 0 off
- Nufarm Americas, Inc. Retirement Income Plan (IL) 470 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.