Money Purchase · DOL Form 5500 · 2024
Aspirus, Inc. Money Purchase Plan
Data updated 2026-08-11
- $133M
- Total assets
- 2,145
- Participants
- 92nd
- Percentile by assets
- $61,773
- Avg per participant
Official DOL plan name: Aspirus, Inc. Frozen 401(a) Plan · Sponsored by Aspirus, Inc. · Wisconsin · Healthcare & Social Assistance
$133M in assets, 2,145 participants
Aspirus, Inc.'s Aspirus, Inc. Frozen 401(a) Plan reported $133M in total assets and 2,145 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- 92nd percentile by assets (of 123,622 plans)
- #15,775 in Healthcare & Social Assistance (16,916 peers)
Coverage in Wisconsin
Aspirus, Inc. Frozen 401(a) Plan covers 2,145 participants in Wisconsin, 3.8x the typical Wisconsin plan (state average ~563 per filing). Assets: $133M.
- $133M
- total plan assets (2024 EOY)
- 2,145
- covered participants
- 92nd
- percentile by assets (of 123,622 plans)
- $61,773
- avg assets per participant
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Aspirus, Inc. Frozen 401(a) Plan reported net income fell from $3M in the plan year 2023 filing to -$3M in the plan year 2024 filing.
- Aspirus, Inc. Frozen 401(a) Plan reported participants fell from 2,354 in the plan year 2023 filing to 2,145 in the plan year 2024 filing.
- Aspirus, Inc. Frozen 401(a) Plan end-of-year assets fell from $135M in the plan year 2023 filing to $133M in the plan year 2024 filing.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Aspirus, Inc. Frozen 401(a) Plan reports 2,145 participants - 3.8x that state average ($133M EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $135M |
|---|---|
| Net Assets (End of Year) | $133M |
| Net Income | -$3M |
| Employer EIN | 391328331 |
| Plan Effective Date | 1966-07-01 |
| 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 Money Purchase Plans in Wisconsin
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Aspirus, Inc. Frozen 401(a) Plan vs. nearby Money Purchase plans in Wisconsin, assets vs. participants
- Employees Retirement Plan of Marshfield Clinic $1.3B · 8,328
- Telephone and Data Systems, Inc. Pension Plan $509M · 5,326
- North Central States Regional Council of Carpenters Supplemental Retirement Plan $378M · 10,854
- Wisconsin Glaziers & Glassworkers Money Purchase Fund $88M · 420
- Brady Funded Retirement Plan $85M · 1,139
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Aspirus, Inc. Frozen 401(a) Plan by total assets, not by location.
Frequently Asked Questions
How did Aspirus, Inc. Frozen 401(a) Plan assets move in 2024? ▼
How have Aspirus, Inc. plan assets changed over time? ▼
Where does Aspirus, Inc. Frozen 401(a) Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Aspirus, Inc. Frozen 401(a) Plan? ▼
Next read for Aspirus, Inc. Frozen 401(a) Plan
Filing takeaways
Ways to act on Aspirus, Inc. Frozen 401(a) Plan's numbers.
- By total assets, Aspirus, Inc. Frozen 401(a) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase 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