Defined Benefit (Pension) · DOL Form 5500 · 2024
Froedtert Thedacare Health, Inc. Pension Plan
Data updated 2026-08-25
- $117M
- Total assets Near avg plan size
- 304
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $385,093
- Avg per participant High balance/head
Official DOL plan name: Community Memorial Hospital Retirement Plan · Sponsored by Froedtert Thedacare Health, Inc. · Wisconsin · Healthcare & Social Assistance
$117M in assets, 304 participants
Froedtert Thedacare Health, Inc.'s Community Memorial Hospital Retirement Plan reported $117M in total assets and 304 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- #15,654 in Healthcare & Social Assistance (16,916 peers)
Where Community Memorial Hospital Retirement Plan sits by assets
Community Memorial Hospital Retirement Plan sits in the top 10% of all filed plans by assets, $117M for 304 participants (~$385,093/participant), down 2.7% in 2024.
- #15,654
- in Healthcare & Social Assistance (16,916 peers)
- -2.7%
- assets change YoY
- 1.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Community Memorial Hospital Retirement Plan's outsized position by total assets
Community Memorial Hospital Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$117,068,409 Top 8% higher than 92% 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
Community Memorial Hospital Retirement 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. Community Memorial Hospital Retirement Plan sits mid-pack in the medium band (304 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Community Memorial Hospital Retirement Plan reported net income fell from $10M in the plan year 2023 filing to -$3M in the plan year 2024 filing.
- Community Memorial Hospital Retirement Plan reported participants fell from 316 in the plan year 2023 filing to 304 in the plan year 2024 filing.
- Community Memorial Hospital Retirement Plan end-of-year assets fell from $120M in the plan year 2023 filing to $117M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 392014409 · Froedtert Thedacare Health, Inc. PY 2024 · Defined Benefit (Pension)
Community Memorial Hospital Retirement Plan · $117M · 304 · 92nd
- BOOK $117M
- VS-ST 304
- BOY 92nd
- SCH Defined Benefit (Pension)
- EBSA near Commonwealth Rolled Products, Inc. Hourly Employees Pension Plan
- PART ind #15654
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 →
Community Memorial Hospital Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $120M |
|---|---|
| Net Assets (End of Year) | $117M |
| Net Income | -$3M |
| Employer EIN | 392014409 |
| Plan Effective Date | 1977-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Froedtert Thedacare Health, Inc.)
Sponsor-wide plan assets over time
All Froedtert Thedacare Health, Inc. plans reported in each filing year
- 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 Defined Benefit (Pension) Plans in Wisconsin
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Building Trades United Pension Trust Fund Milwaukee and Vicinity $3.5B · 10,236
- The Northwestern Mutual Employee Retirement Plan $3.3B · 8,254
- The Northwestern Mutual Life Insurance Company Agents Retirement Plan $2.1B · 7,653
- Harley-Davidson Retirement Plan $1.9B · 1,414
- North Central States Regional Council of Carpenters Pension Fund $1.8B · 5,105
Community Memorial Hospital Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Commonwealth Rolled Products, Inc. Hourly Employees Pension Plan in KY ($117M); by covered participants it is Eastern Connecticut Health Network, Inc. Pension Plan in CT (304 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($117M here).
Similar participant headcount
Nearest other-state filings by covered participants (304 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.