401(k) · DOL Form 5500 · 2024
Edgerton Hospital and Health Services 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 206
- Participants Below avg headcount
- 57th
- Percentile by assets National rank
- $52,167
- Avg per participant Low balance/head
Official DOL plan name: Edgerton Hospital and Health Services 401(k) Plan & Trust · Sponsored by Edgerton Hospital and Health Services · Wisconsin · Healthcare & Social Assistance
$11M in assets, 206 participants
Edgerton Hospital and Health Services's Edgerton Hospital and Health Services 401(k) Plan & Trust reported $11M in total assets and 206 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.
- #10,612 in Healthcare & Social Assistance (16,916 peers)
Coverage in Wisconsin
Edgerton Hospital and Health Services 401(k) Plan & Trust covers 206 participants in Wisconsin, about 37% of the average Wisconsin filer (state average ~563 per filing). Assets: $11M.
- #10,612
- in Healthcare & Social Assistance (16,916 peers)
- +23.8%
- assets growth YoY
Edgerton Hospital and Health Services 401(k) Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers
Edgerton Hospital and Health Services 401(k) Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,746,500 Top 43% higher than 57% 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
Edgerton Hospital and Health Services 401(k) Plan & Trust 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. Edgerton Hospital and Health Services 401(k) Plan & Trust sits mid-pack in the medium band (206 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Edgerton Hospital and Health Services 401(k) Plan & Trust reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Edgerton Hospital and Health Services 401(k) Plan & Trust end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Edgerton Hospital and Health Services 401(k) Plan & Trust reported participants rose from 196 in the plan year 2023 filing to 206 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 390819992 · Edgerton Hospital and Health Services PY 2024 · 401(k)
Edgerton Hospital and Health Services 401(k) Plan & Trust · $11M · 206 · 57th
- EIN $11M
- EIN 206
- EIN 57th
- EIN 401(k)
- EIN near Acme Monaco Corporation 401(k) Profit Sharing Plan
- EIN ind #10612
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 →
Edgerton Hospital and Health Services 401(k) Plan & Trust in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $2M |
| Employer EIN | 390819992 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Edgerton Hospital and Health Services)
Sponsor-wide plan assets over time
All Edgerton Hospital and Health Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 52.94299815241613% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 182 | $7M |
| 2023 | 1 | 196 | $9M |
| 2024 | 1 | 206 | $11M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Edgerton Hospital and Health Services 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Acme Monaco Corporation 401(k) Profit Sharing Plan in CT ($11M); by covered participants it is Fairwave Holdings 401(k) Savings Plan in MO (206 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (206 participants); asset peers above are excluded.
- Fairwave Holdings 401(k) Savings Plan (MO) 206 · 0 off
- Phoenix Motor Company 401(k) Plan (AZ) 206 · 0 off
- Cavicchio Greenhouses Retirement Savings Plan (MA) 206 · 0 off
- Nextpoint Group, LLC 401(k) Plan (VA) 206 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.