Money Purchase · DOL Form 5500 · 2024

Aspirus, Inc. Money Purchase Plan

Data updated 2026-08-25

$133M
Total assets Near avg plan size
2,145
Participants Near avg headcount
92nd
Percentile by assets National rank
$61,773
Avg per participant Low balance/head
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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.

  • #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.

#15,775
in Healthcare & Social Assistance (16,916 peers)
-2.1%
assets change YoY
1.3×
vs typical plan assets (national mean)

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.

Aspirus, Inc. Frozen 401(a) Plan's outsized position by total assets

Aspirus, Inc. Frozen 401(a) Plan vs every filed plan by assets

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

$132,502,999 Top 8% higher than 92% 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

Aspirus, Inc. Frozen 401(a) Plan's large-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. Frozen 401(a) Plan lands in the large band (2,145 participants).

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.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 391328331 · Aspirus, Inc. PY 2024 · Money Purchase

Aspirus, Inc. Frozen 401(a) Plan · $133M · 2,145 · 92nd

  • VS-ST $133M
  • BOY 2,145
  • SCH 92nd
  • EBSA Money Purchase
  • PART near Central Iowa Carpenters Money Purchase Plan
  • TYPE ind #15775

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. Frozen 401(a) Plan in the asset neighbourhood

Dechert LLP Pension Plan No. 1 for PartnersDechert LLP Pension Plan No.…$135MIron Workers Local 399 Annuity FundIron Workers Local 399 Annui…$133MRosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and TrustRosalind Franklin University…$133MAspirus, Inc. Frozen 401(a) PlanAspirus, Inc. Frozen 401(a) …$133MCentral Iowa Carpenters Money Purchase PlanCentral Iowa Carpenters Mone…$132M
End-of-year total assets ($M) among Aspirus, Inc. Frozen 401(a) Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$135M
Net Assets (End of Year)$133M
Net Income-$3M
Employer EIN391328331
Plan Effective Date1966-07-01
Filing StatusFILING 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
$0.7B$0.8B$0.9B$1B$1.1B 202220232024 $0.8B $1.03B ▲ +28.7%
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 Scatter plot of 6 data points. -5000050001000015000 00.511.5 Total assets ($B) Participants Aspirus, Inc. Frozen 401(a) Plan, Total assets ($B): 0.132502999 · Participants: 2145Aspirus, Inc. Frozen 401(a) PlanEmployees Retirement Plan of Marshfield Clinic, Total assets ($B): 1.265549143 · Participants: 8328Employees Retirement Plan of Marshfield ClinicTelephone and Data Systems, Inc. Pension Plan, Total assets ($B): 0.509492798 · Participants: 5326Telephone and Data Systems, Inc. Pension PlanNorth Central States Regional Council of Carpenters Supplemental Retirement Plan, Total assets ($B): 0.378003202 · Participants: 10854North Central States Regional Council of Carpenters Supplemental Retirement PlanWisconsin Glaziers & Glassworkers Money Purchase Fund, Total assets ($B): 0.08840844 · Participants: 420Wisconsin Glaziers & Glassworkers Money Purchase FundBrady Funded Retirement Plan, Total assets ($B): 0.085135503 · Participants: 1139Brady Funded Retirement Plan
Aspirus, Inc. Frozen 401(a) Plan vs. nearby Money Purchase plans in Wisconsin, assets vs. participants
Compare Aspirus, Inc. Frozen 401(a) Plan side-by-side with 3 peers →

Aspirus, Inc. Frozen 401(a) Plan's out-of-state Money Purchase peers by assets and headcount

Outside Wisconsin, the nearest Money Purchase by assets is Central Iowa Carpenters Money Purchase Plan in MN ($132M); by covered participants it is Valmet, Inc. Pension Plan and Trust in GA (2,123 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,145 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 Aspirus, Inc. Frozen 401(a) Plan assets move in 2024? ▼
Aspirus, Inc. Frozen 401(a) Plan edged down modestly - down 2.1% during 2024, from $135M to $133M. Reported net income was -$3M.
How have Aspirus, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aspirus, Inc.'s sponsor-wide assets grew 28.2%, from $801M to $1.0B.
Where does Aspirus, Inc. Frozen 401(a) Plan rank by assets among Form 5500 filers? ▼
Aspirus, Inc. Frozen 401(a) Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Money Purchase plans are similar in size to Aspirus, Inc. Frozen 401(a) Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Central Iowa Carpenters Money Purchase Plan in MN ($132M, 811 participants).
Which Money Purchase plans cover a similar participant headcount to Aspirus, Inc. Frozen 401(a) Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Valmet, Inc. Pension Plan and Trust in GA (2,123 participants, $86M in assets).

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.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.