Other · DOL Form 5500 · 2024

Froedtert Thedacare Health, Inc. Retirement Plan

Data updated 2026-08-25

$126M
Total assets Near avg plan size
1,993
Participants Near avg headcount
92nd
Percentile by assets National rank
$63,099
Avg per participant Low balance/head
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Official DOL plan name: Froedtert Health, Inc 401(a) Retirement Plan · Sponsored by Froedtert Thedacare Health, Inc. · Wisconsin · Healthcare & Social Assistance

$126M in assets, 1,993 participants

Froedtert Thedacare Health, Inc.'s Froedtert Health, Inc 401(a) Retirement Plan reported $126M in total assets and 1,993 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.

  • #15,733 in Healthcare & Social Assistance (16,916 peers)

Coverage in Wisconsin

Froedtert Health, Inc 401(a) Retirement Plan covers 1,993 participants in Wisconsin, 3.5x the typical Wisconsin plan (state average ~563 per filing). Assets: $126M.

#15,733
in Healthcare & Social Assistance (16,916 peers)
+1.3%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Froedtert Health, Inc 401(a) Retirement Plan's outsized position by total assets

Froedtert Health, Inc 401(a) Retirement Plan vs every filed plan by assets

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

$125,755,790 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

Froedtert Health, Inc 401(a) Retirement 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. Froedtert Health, Inc 401(a) Retirement Plan lands in the large band (1,993 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Froedtert Health, Inc 401(a) Retirement Plan reported participants fell from 2,198 in the plan year 2023 filing to 1,993 in the plan year 2024 filing.
  • Froedtert Health, Inc 401(a) Retirement Plan end-of-year assets rose from $124M in the plan year 2023 filing to $126M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 392014409 · Froedtert Thedacare Health, Inc. PY 2024 · Other

Froedtert Health, Inc 401(a) Retirement Plan · $126M · 1,993 · 92nd

  • NET $126M
  • BOOK 1,993
  • VS-ST 92nd
  • BOY Other
  • SCH near The Lovett School Retirement Plan
  • EBSA ind #15733

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 →

Froedtert Health, Inc 401(a) Retirement Plan in the asset neighbourhood

Froedtert Health, Inc 401(a) Retirement PlanFroedtert Health, Inc 401(a)…$126MThe Lovett School Retirement PlanThe Lovett School Retirement…$126MDrummond Company, Inc. Savings Plan for Salaried EmployeesDrummond Company, Inc. Savin…$126MThe Wistar Institute Retirement Savings ProgramThe Wistar Institute Retirem…$125MMaryville University 403(b) Savings PlanMaryville University 403(b) …$125M
End-of-year total assets ($M) among Froedtert Health, Inc 401(a) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$124M
Net Assets (End of Year)$126M
Net Income$2M
Employer EIN392014409
Plan Effective Date2001-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Froedtert Thedacare Health, Inc.)

Sponsor-wide plan assets over time

All Froedtert Thedacare Health, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2.5B 35.52804129171744% vs 2022
2024 filing year
$1.8B$2B$2.2B$2.4B$2.6B 202220232024 $1.87B $2.53B ▲ +35.3%
Year Plans Participants Total Assets
2022 5 16,168 $1.9B
2023 5 18,201 $2.2B
2024 5 18,332 $2.5B

Nearby Other Plans in Wisconsin

Peer Other plans, same state, same plan type, ranked by total assets.

Froedtert Health, Inc 401(a) Retirement Plan vs. nearby Other plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 0123 Total assets ($B) Participants Froedtert Health, Inc 401(a) Retirement Plan, Total assets ($B): 0.12575579 · Participants: 1993Froedtert Health, Inc 401(a) Retirement PlanThe Medical College of Wisconsin, Inc. Retirement Plan, Total assets ($B): 2.596857221 · Participants: 6796The Medical College of Wisconsin, Inc. Retirement PlanFroedtert Health, Inc. 403(b) Plan, Total assets ($B): 2.179088919 · Participants: 15736Froedtert Health, Inc. 403(b) PlanUniversity of Wisconsin Medical Foundation Physicians Retirement Plan, Total assets ($B): 1.422494344 · Participants: 2091University of Wisconsin Medical Foundation Physicians Retirement PlanChildren's Hospital and Health System Shared Retirement Savings Plan, Total assets ($B): 1.013041993 · Participants: 6717Children's Hospital and Health System Shared Retirement Savings PlanMarquette University Retirement Plan, Total assets ($B): 0.926033149 · Participants: 3173Marquette University Retirement Plan
Froedtert Health, Inc 401(a) Retirement Plan vs. nearby Other plans in Wisconsin, assets vs. participants
Compare Froedtert Health, Inc 401(a) Retirement Plan side-by-side with 3 peers →

Froedtert Health, Inc 401(a) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Wisconsin, the nearest Other by assets is The Lovett School Retirement Plan in GA ($126M); by covered participants it is Boulder Community Health 403(b) Plan in CO (2,001 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,993 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 Froedtert Health, Inc 401(a) Retirement Plan assets move in 2024? ▼
Froedtert Health, Inc 401(a) Retirement Plan edged up modestly - up 1.3% during 2024, from $124M to $126M. Reported net income was $2M.
How have Froedtert Thedacare Health, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Froedtert Thedacare Health, Inc.'s sponsor-wide assets grew 35.5%, from $1.9B to $2.5B.
Where does Froedtert Health, Inc 401(a) Retirement Plan rank by assets among Form 5500 filers? ▼
Froedtert Health, Inc 401(a) Retirement 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 Other plans are similar in size to Froedtert Health, Inc 401(a) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is The Lovett School Retirement Plan in GA ($126M, 675 participants).
Which Other plans cover a similar participant headcount to Froedtert Health, Inc 401(a) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Boulder Community Health 403(b) Plan in CO (2,001 participants, $244M 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 392014409.

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.