Other · DOL Form 5500 · 2024
FRASER Retirement Plan
Data updated 2026-08-25
- $31M
- Total assets Below avg plan size
- 1,640
- Participants Near avg headcount
- 78th
- Percentile by assets National rank
- $19,022
- Avg per participant Low balance/head
Official DOL plan name: Fraser 403(b) Retirement Plan · Sponsored by FRASER · Wisconsin · Healthcare & Social Assistance
$31M in assets, 1,640 participants
FRASER's Fraser 403(b) Retirement Plan reported $31M in total assets and 1,640 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.
- #13,738 in Healthcare & Social Assistance (16,916 peers)
Coverage in Wisconsin
Fraser 403(b) Retirement Plan covers 1,640 participants in Wisconsin, 2.9x the typical Wisconsin plan (state average ~563 per filing). Assets: $31M.
- #13,738
- in Healthcare & Social Assistance (16,916 peers)
- +21.1%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Fraser 403(b) Retirement Plan's outsized position by total assets
Fraser 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$31,196,343 Top 22% higher than 78% 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
Fraser 403(b) 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. Fraser 403(b) Retirement Plan lands in the large band (1,640 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Fraser 403(b) Retirement Plan end-of-year assets rose from $26M in the plan year 2023 filing to $31M in the plan year 2024 filing.
- Fraser 403(b) Retirement Plan reported net income rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Fraser 403(b) Retirement Plan reported participants rose from 1,575 in the plan year 2023 filing to 1,640 in the plan year 2024 filing.
DOL schedule card
Filing strip 410781858 · FRASER PY 2024 · Other
Fraser 403(b) Retirement Plan · $31M · 1,640 · 78th
- VS-ST $31M
- BOY 1,640
- SCH 78th
- EBSA Other
- PART near Neighborhealth 403(b) Plan
- TYPE ind #13738
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 →
Fraser 403(b) Retirement Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | $5M |
| Employer EIN | 410781858 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (FRASER)
Sponsor-wide plan assets over time
All FRASER plans reported in each filing year
- Latest sponsor-wide plan assets
- $31M 46.947922475695755% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,686 | $21M |
| 2023 | 1 | 1,575 | $26M |
| 2024 | 1 | 1,640 | $31M |
Nearby Other Plans in Wisconsin
Peer Other plans, same state, same plan type, ranked by total assets.
- 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
Fraser 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is Neighborhealth 403(b) Plan in MA ($31M); by covered participants it is Griffin Hospital 403(b) Retirement Savings Plan in CT (1,640 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($31M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,640 participants); asset peers above are excluded.
- Griffin Hospital 403(b) Retirement Savings Plan (CT) 1,640 · 0 off
- Redlands Community Hospital Plus Program (CA) 1,639 · 1 off
- The Eaton Puerto Rico Retirement Savings Plan (TX) 1,642 · 2 off
- Save the Children Federation, Inc. Retirement Savings Plan (CT) 1,644 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.