401(k) · DOL Form 5500 · 2024

Bedrock Healthcare LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
985
Participants Near avg headcount
33rd
Percentile by assets National rank
$2,802
Avg per participant Low balance/head
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Official DOL plan name: Bedrock 401(k) Plan · Sponsored by Bedrock Healthcare LLC · Wisconsin · Healthcare & Social Assistance

$3M in assets, 985 participants

Bedrock Healthcare LLC's Bedrock 401(k) Plan reported $3M in total assets and 985 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,557 in Healthcare & Social Assistance (16,916 peers)

Bedrock Healthcare LLC multi-year trail

Bedrock Healthcare LLC's plans moved +37.7% in assets from 2022 to 2024; this filing shows Bedrock 401(k) Plan at $3M / 985 participants.

#5,557
in Healthcare & Social Assistance (16,916 peers)
+21.8%
assets growth YoY

Bedrock 401(k) Plan among the smaller filed plans by assets

Bedrock 401(k) Plan vs every filed plan by assets

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

$2,759,937 33rd percentile higher than 33% 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

Bedrock 401(k) 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. Bedrock 401(k) Plan sits mid-pack in the medium band (985 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bedrock 401(k) Plan reported net income rose from $267K in the plan year 2023 filing to $494K in the plan year 2024 filing.
  • Bedrock 401(k) Plan reported participants rose from 660 in the plan year 2023 filing to 985 in the plan year 2024 filing.
  • Bedrock 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 842410412 · Bedrock Healthcare LLC PY 2024 · 401(k)

Bedrock 401(k) Plan · $3M · 985 · 33rd

  • TYPE $3M
  • TYPE 985
  • TYPE 33rd
  • TYPE 401(k)
  • TYPE near Rosebud Insurance Agency Inc 401(k) Plan
  • TYPE ind #5557

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 →

Bedrock 401(k) Plan in the asset neighbourhood

Bedrock 401(k) Plan$3MRosebud Insurance Agency Inc 401(k) PlanRosebud Insurance Agency Inc…$3MWestern Shield Acquisitions, LLC 401(k) Profit Sharing PlanWestern Shield Acquisitions,…$3MForus 401(k)$3MCaptain Enterprises, LLC 401(k) PlanCaptain Enterprises, LLC 401…$3M
End-of-year total assets ($M) among Bedrock 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Bedrock Healthcare LLC multi-year asset trail

Sponsor-wide plan assets over time

All Bedrock Healthcare LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 37.66802991055863% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $2M $2.76M ▲ +38.0%
Year Plans Participants Total Assets
2022 1 307 $2M
2023 1 660 $2M
2024 1 985 $3M

Bedrock Healthcare LLC filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$494K
Employer EIN842410412
Plan Effective Date2020-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Bedrock 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Bedrock 401(k) Plan, Total assets ($B): 0.002759937 · Participants: 985Bedrock 401(k) 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
Bedrock 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Bedrock 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Rosebud Insurance Agency Inc 401(k) Plan in NY ($3M); by covered participants it is Janus 401(k) and Employee Stock Ownership Plan in CO (985 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (985 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 Bedrock 401(k) Plan assets move in 2024?
Bedrock 401(k) Plan grew sharply - up 21.8% during 2024, from $2M to $3M. Reported net income was $494K.
How have Bedrock Healthcare LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Bedrock Healthcare LLC's sponsor-wide assets grew 37.7%, from $2M to $3M.
Which 401(k) plans are similar in size to Bedrock 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Rosebud Insurance Agency Inc 401(k) Plan in NY ($3M, 6 participants).
Which 401(k) plans cover a similar participant headcount to Bedrock 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Janus 401(k) and Employee Stock Ownership Plan in CO (985 participants, $545M in assets).