Other · DOL Form 5500 · 2024

Froedtert Thedacare Health, Inc. Retirement Plan

Data updated 2026-08-25

$58M
Total assets Below avg plan size: 286
Participants Below avg headcount: 86th
Percentile by assets National rank: $201,996
Avg per participant Above avg balance/head

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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.

#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.

#14,844
in Healthcare & Social Assistance (16,916 peers): +0.2%
assets growth YoY: 0.6×
vs typical plan assets (national mean)

Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan's outsized position 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

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan sits mid-pack in the medium band (286 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

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 →

EBSA filing schedule strip

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

Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan · $58M · 286 · 86th

BOOK $58M
BOOK 286
BOOK 86th
BOOK Other
BOOK near Donor Network West Retirement Plan
BOOK ind #14844

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 →

End-of-year total assets ($M) among Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$58M
Net Assets (End of Year)	$58M
Net Income	$2M
Employer EIN	392014409
Plan Effective Date	1986-05-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Froedtert Thedacare Health, Inc.)

Latest sponsor-wide plan assets: $2.5B 35.52804129171744% vs 2022; 2024 filing year

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

The Medical College of Wisconsin, Inc. Retirement Plan $2.6B · 6,796
Froedtert Health, Inc. 403(b) Plan $2.2B · 15,736
University of Wisconsin Medical Foundation Physicians Retirement Plan $1.4B · 2,091
Children's Hospital and Health System Shared Retirement Savings Plan $1.0B · 6,717
Marquette University Retirement Plan $926M · 3,173

Compare Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan side-by-side with 3 peers →

Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan's out-of-state Other peers by assets and headcount

Outside Wisconsin, the nearest Other by assets is Donor Network West Retirement Plan in CA ($58M); by covered participants it is New England Institute of Technology Tax Sheltered Annuity Matching Plan in RI (286 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($58M here).

Donor Network West Retirement Plan (CA) $58M · 445
Yai Network Affiliates 403(b) Plan (NY) $58M · 3,936
Miss Porter's School 403(b) Retirement Plan (CT) $58M · 198
Vaughn College of Aeronautics and Technology Defined Contribution Retirement Plan (NY) $58M · 154

Similar participant headcount

Nearest other-state filings by covered participants (286 participants); asset peers above are excluded.

New England Institute of Technology Tax Sheltered Annuity Matching Plan (RI) 286 · 0 off
Big Bend Hospice Retirement Plan (FL) 286 · 0 off
Evergreen Center, Inc. Tax Deferred Annuity (Tda) Plan (MA) 286 · 0 off
Carson Valley Childrens Aid 403(b) Plan (PA) 286 · 0 off

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 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).

Which Other plans cover a similar participant headcount to Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan? ▼

Among Other plans in other states, the closest by covered participants is New England Institute of Technology Tax Sheltered Annuity Matching Plan in RI (286 participants, $80M 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.