Profit Sharing · DOL Form 5500 · 2024
Aspirus, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $893M
- Total assets Above avg plan size
- 10,194
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $87,639
- Avg per participant Below avg balance/head
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.
- #16,643 in Healthcare & Social Assistance (16,916 peers)
Coverage in Wisconsin
Aspirus, Inc. Retirement Plan covers 10,194 participants in Wisconsin, 18x the typical Wisconsin plan (state average ~563 per filing). Assets: $893M.
- #16,643
- in Healthcare & Social Assistance (16,916 peers)
- +12.4%
- assets growth YoY
- 9.0×
- vs typical plan assets (national mean)
Aspirus, Inc. Retirement Plan's outsized position by total assets
Aspirus, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$893,395,690 Top 2% higher than 98% 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
Aspirus, Inc. Retirement Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aspirus, Inc. Retirement Plan is a mega filing (10,194 participants), the rightmost band on the breakdown.
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.
Form 5500 schedule snapshot
Filing strip 391328331 · Aspirus, Inc. PY 2024 · Profit Sharing
Aspirus, Inc. Retirement Plan · $893M · 10,194 · 98th
- BOY $893M
- BOY 10,194
- BOY 98th
- BOY Profit Sharing
- BOY near Allina 403(b) Retirement Savings Plan
- BOY ind #16643
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 →
Aspirus, Inc. Retirement Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Aspirus, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.0B 28.155427986116948% vs 2022
- 2024 filing year
| 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.
- 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
Scale composition for Aspirus, Inc. Retirement Plan
Aspirus, Inc. Retirement Plan reports $893M in end-of-year assets across 10,194 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.011% of 93,925,755 covered participants) - about $87,639 per participant (63% of the national average assets-per-participant) . Net income for plan year 2024 was $98M.
This plan identity (EIN 391328331, plan #005) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $668M to $893M (+33.7%) while covered participants moved from 10,709 to 10,194 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 10,709 | $668M | Open filing |
| 2023 | 10,161 | $795M | Open filing |
| 2024 · index core | 10,194 | $893M | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Aspirus, Inc. Frozen 401(a) Plan (Money Purchase, $133M, 2,145 participants)
Aspirus, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Wisconsin, the nearest Profit Sharing by assets is Allina 403(b) Retirement Savings Plan in MN ($902M); by covered participants it is Christiana Care Health Services, Inc. Defined Contribution Plan in DE (10,196 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($893M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (10,194 participants); asset peers above are excluded.
- Christiana Care Health Services, Inc. Defined Contribution Plan (DE) 10,196 · 2 off
- Operating Engineers Local 825 Profit Sharing Fund (NJ) 10,365 · 171 off
- Shands Health Care Matched Savings Account 401(a) (FL) 10,470 · 276 off
- The Research Foundation for the State University of New York Retirement Plan (NY) 9,758 · 436 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.