Profit Sharing · DOL Form 5500 · 2024
Aspirus, Inc. Profit Sharing Plan
Data updated 2026-07-24
- $893M
- Total assets
- 10,194
- Participants
- 98th
- Percentile by assets
- $87,639
- Avg per participant
Official DOL plan name: Aspirus, Inc. Retirement Plan · Sponsored by Aspirus, Inc. · Wisconsin · Healthcare & Social Assistance
$893M in assets, 10,194 participants
Aspirus, Inc.'s Aspirus, Inc. Retirement Plan reported $893M in total assets and 10,194 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 116,472 plans)
Coverage in Wisconsin
Aspirus, Inc. Retirement Plan covers 10,194 participants in Wisconsin, 18x the typical Wisconsin plan (state average ~565 per filing). Assets: $893M.
- $893M
- total plan assets (2024 EOY)
- 10,194
- covered participants
- 98th
- percentile by assets (of 116,472 plans)
- $87,639
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Aspirus, Inc. Retirement Plan reported net income fell from $127M in the plan year 2023 filing to $98M in the plan year 2024 filing.
- Aspirus, Inc. Retirement Plan end-of-year assets rose from $795M in the plan year 2023 filing to $893M in the plan year 2024 filing.
- Aspirus, Inc. Retirement Plan reported participants rose from 10,161 in the plan year 2023 filing to 10,194 in the plan year 2024 filing.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 565 participants across 2,767 plans. Aspirus, Inc. Retirement Plan reports 10,194 participants - 18x that state average ($893M EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $795M |
|---|---|
| Net Assets (End of Year) | $893M |
| Net Income | $98M |
| Employer EIN | 391328331 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Aspirus, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 13,487 | $801M |
| 2023 | 2 | 12,515 | $931M |
| 2024 | 2 | 12,339 | $1.0B |
Nearby Profit Sharing Plans in Wisconsin
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Aspirus, Inc. Retirement Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
- The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund $1.4B · 5,999
- Thedacare Retirement and 403(b) Savings Plan $838M · 6,180
- Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 $374M · 1,894
- Clarios Retirement Savings and Investment Plan $334M · 5,088
- Union Individual Account Retirement Fund $309M · 3,507
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Aspirus, Inc. Retirement Plan by total assets, not by location.
- Allina 403(b) Retirement Savings Plan (MN) $902M · 8,757
- Painting Industry Annuity Fund (NY) $884M · 5,414
- Temple University Health System, Inc. Defined Contribution Retirement Plan (PA) $876M · 10,394
- The Hospital for Special Surgery 403(b) Plan (NY) $866M · 4,968
Frequently Asked Questions
How did Aspirus, Inc. Retirement Plan assets move in 2024? ▼
How have Aspirus, Inc. plan assets changed over time? ▼
Where does Aspirus, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Aspirus, Inc. Retirement Plan? ▼
Next read for Aspirus, Inc. Retirement Plan
Filing takeaways
Ways to act on Aspirus, Inc. Retirement Plan's numbers.
- By total assets, Aspirus, Inc. Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Wisconsin. Compare plans
- Aspirus, Inc.'s sponsor-wide assets have grown 28.2% 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 391328331.
Read our methodology - how this data is sourced, computed, and verified.