401(k) · DOL Form 5500 · 2024

Vernon Memorial Healthcare, Inc. 401(k) Plan

Data updated 2026-08-06

$58M
Total assets: 470
Participants: 86th
Percentile by assets: $123,947
Avg per participant

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.

86th percentile by assets (of 116,472 plans)
#13,661 in Healthcare & Social Assistance (15,613 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.

$58M
total plan assets (2024 EOY): 470
covered participants: 86th
percentile by assets (of 116,472 plans): $123,947
avg assets per participant

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.

See the national 2023→2024 release diff →

State

Wisconsin

Industry

Healthcare & Social Assistance

Vernon Memorial Healthcare Employees Pension & Savings Plan vs the 2024 asset distribution

By assets, Vernon Memorial Healthcare Employees Pension & Savings Plan outranks 86% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.6x the national average plan size of $100M (730 average participants).

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.)

Total plan assets by year, all Vernon Memorial Healthcare, Inc. plans on file

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.

Vernon Memorial Healthcare Employees Pension & Savings 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 Vernon Memorial Healthcare Employees Pen… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Vernon Memorial Healthcare Employees Pension & Savings Plan by total assets, not by location.

Wireco Worldgroup, Inc. 401(k) Savings Plan (KS) $58M · 616
Palmetto Primary Care Physicians, LLC 401(k) (SC) $58M · 600
Wng 401(k) Plan (CA) $58M · 858
Prohealth Partners/Argus Medical Management 401(k) Retirement Savings Plan (CA) $58M · 603

Frequently Asked Questions

How did Vernon Memorial Healthcare Employees Pension & Savings Plan assets move in 2024? ▼

Vernon Memorial Healthcare Employees Pension & Savings Plan grew at a solid clip - up 8.7% during 2024, from $54M to $58M. Reported net income was $5M.

How have Vernon Memorial Healthcare, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Vernon Memorial Healthcare, Inc.'s sponsor-wide assets grew 12.4%, from $52M to $58M.

Where does Vernon Memorial Healthcare Employees Pension & Savings Plan rank by assets among Form 5500 filers? ▼

Vernon Memorial Healthcare Employees Pension & Savings Plan ranks in the 86th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to Vernon Memorial Healthcare Employees Pension & Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Wireco Worldgroup, Inc. 401(k) Savings Plan in KS ($58M, 616 participants).

Next read for Vernon Memorial Healthcare Employees Pen…

Scale reading

Ways to act on Vernon Memorial Healthcare Employees Pension & Savings Plan's numbers.

By total assets, Vernon Memorial Healthcare Employees Pension & Savings Plan ranks in the top quartile 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
Vernon Memorial Healthcare, Inc.'s sponsor-wide assets have grown 12.4% 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 390806404.