Defined Benefit (Pension)
2024 plan-year Defined Benefit (Pension) DOL Form 5500

COMMUNITY MEMORIAL HOSPITAL RETIREMENT PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

FROEDTERT THEDACARE HEALTH, INC.

This Defined Benefit (Pension) plan holds $117M in total assets and serves 304 participants as of 2024. It is sponsored by FROEDTERT THEDACARE HEALTH, INC. in Wisconsin. The plan reported a net loss of $3M for the year.

Total Assets (2023)
$117M
Participants
304
State
Industry
Healthcare & Social Assistance

What the Filing Says About COMMUNITY MEMORIAL HOSPITAL RETIREMENT PLAN

COMMUNITY MEMORIAL HOSPITAL RETIREMENT PLAN is a Defined Benefit (Pension) retirement plan sponsored by FROEDTERT THEDACARE HEALTH, INC., headquartered in Wisconsin. As of the 2024 Form 5500 filing, the plan reports $117M in total end-of-year assets and covers 304 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 392014409, and the plan has been effective since 1977-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $120M at the beginning of 2024 to $117M at year-end — a decline of 2.7%. Net assets (after liabilities) closed the year at $117M, with reported net income of $-3,196,172 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$120M
Total Assets (End of Year)$117M
Net Assets (End of Year)$117M
Net Income$-3,196,172
Plan TypeDefined Benefit (Pension)
Employer EIN392014409
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (FROEDTERT THEDACARE HEALTH, INC.)

Year Plans Participants Total Assets
2022 5 16,168 $1.9B
2023 5 18,201 $2.2B
2024 5 18,332 $2.5B

Nearby Defined Benefit (Pension) Plans in Wisconsin

Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the COMMUNITY MEMORIAL HOSPITAL RETIREMENT PLAN?
As of the 2024 Form 5500 filing, COMMUNITY MEMORIAL HOSPITAL RETIREMENT PLAN holds $117M in total assets with 304 participants. It is sponsored by FROEDTERT THEDACARE HEALTH, INC..
What type of plan is COMMUNITY MEMORIAL HOSPITAL RETIREMENT PLAN?
COMMUNITY MEMORIAL HOSPITAL RETIREMENT PLAN is a Defined Benefit (Pension) plan. It has been effective since 1977-01-01. The plan is filed with the U.S. Department of Labor under EIN 392014409.
Who sponsors the COMMUNITY MEMORIAL HOSPITAL RETIREMENT PLAN?
COMMUNITY MEMORIAL HOSPITAL RETIREMENT PLAN is sponsored by FROEDTERT THEDACARE HEALTH, INC., located in Wisconsin. The sponsor's EIN is 392014409 and the plan operates in the Healthcare & Social Assistance industry.
How did COMMUNITY MEMORIAL HOSPITAL RETIREMENT PLAN perform in 2024?
COMMUNITY MEMORIAL HOSPITAL RETIREMENT PLAN declined by 2.7% during 2024, moving from $120M to $117M in total assets. Net income was $-3,196,172.
Where can I find official filings for COMMUNITY MEMORIAL HOSPITAL RETIREMENT PLAN?
Official Form 5500 filings for COMMUNITY MEMORIAL HOSPITAL RETIREMENT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 392014409 or plan name at efast.dol.gov.
How does COMMUNITY MEMORIAL HOSPITAL RETIREMENT PLAN compare to other plans?
You can compare COMMUNITY MEMORIAL HOSPITAL RETIREMENT PLAN against other Defined Benefit (Pension) plans on the plan type page, or view plans in Wisconsin on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.