Other · DOL Form 5500 · 2024

Froedtert Thedacare Health, Inc. Retirement Plan

Data updated 2026-08-11

$58M
Total assets
286
Participants
86th
Percentile by assets
$201,996
Avg per participant
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Official DOL plan name: Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan · Sponsored by Froedtert Thedacare Health, Inc. · Wisconsin · Healthcare & Social Assistance

$58M in assets, 286 participants

Froedtert Thedacare Health, Inc.'s Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan reported $58M in total assets and 286 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • 86th percentile by assets (of 123,622 plans)
  • #14,844 in Healthcare & Social Assistance (16,916 peers)

Where Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan sits by assets

Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan sits in the top quartile of all filed plans by assets, $58M for 286 participants (~$201,996/participant), up 0.2% in 2024.

$58M
total plan assets (2024 EOY)
286
covered participants
86th
percentile by assets (of 123,622 plans)
$201,996
avg assets per participant

Where Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan sits by total assets

Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan vs every filed plan by assets

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

$57,770,735 Top 14% higher than 86% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan reported net income fell from $5M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan reported participants fell from 318 in the plan year 2023 filing to 286 in the plan year 2024 filing.
  • Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan end-of-year assets rose from $58M in the plan year 2023 filing to $58M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Wisconsin
Industry
Healthcare & Social Assistance

Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan vs the 2024 asset distribution

By assets, Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan outranks 86% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$58M
Net Assets (End of Year)$58M
Net Income$2M
Employer EIN392014409
Plan Effective Date1986-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Froedtert Thedacare Health, Inc.)

$1.8B$2B$2.2B$2.4B$2.6B 202220232024 $1.87B $2.53B ▲ +35.3%
Total plan assets by year, all Froedtert Thedacare Health, Inc. plans on file
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 Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan vs. nearby Other plans in Wisconsin, assets vs. participants

Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan vs. nearby Other plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants Froedtert Memorial L…The Medical College …Froedtert Health, In…University of Wiscon…Children's Hospital …Marquette University…
Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan vs. nearby Other plans in Wisconsin, assets vs. participants
Compare Froedtert Memorial Lutheran Hospital/Fro… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan by total assets, not by location.

Frequently Asked Questions

How did Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan assets move in 2024? ▼
Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan held essentially flat - up 0.2% during 2024, from $58M to $58M. 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 Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan rank by assets among Form 5500 filers? ▼
Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan? ▼
Among Other plans in other states, the closest by assets is Donor Network West Retirement Plan in CA ($58M, 445 participants).

Next read for Froedtert Memorial Lutheran Hospital/Fro…

Scale reading

Ways to act on Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan's numbers.

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.