Defined Benefit (Pension) · DOL Form 5500 · 2024
Froedtert Thedacare Health, Inc. Pension Plan
Data updated 2026-08-06
- $117M
- Total assets
- 304
- Participants
- 92nd
- Percentile by assets
- $385,093
- Avg per participant
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.
- 92nd percentile by assets (of 116,472 plans)
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.
- $117M
- total plan assets (2024 EOY)
- 304
- covered participants
- 92nd
- percentile by assets (of 116,472 plans)
- $385,093
- avg assets per participant
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.
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.
Community Memorial Hospital Retirement Plan vs the 2024 asset distribution
By assets, Community Memorial Hospital Retirement Plan outranks 92% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.2x the national average plan size of $100M (730 average participants).
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.)
| 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.
Community Memorial Hospital Retirement Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Community Memorial Hospital Retirement Plan by total assets, not by location.
- Commonwealth Rolled Products, Inc. Hourly Employees Pension Plan (KY) $117M · 809
- Scotiabank Pension Plan (United States) () $117M · 121
- Hecla Mining Company Restated Retirement Plan (ID) $117M · 536
- The Rite Aid Pension Plan (PA) $117M · 1,647
Frequently Asked Questions
How did Community Memorial Hospital Retirement Plan assets move in 2024? ▼
How have Froedtert Thedacare Health, Inc. plan assets changed over time? ▼
Where does Community Memorial Hospital Retirement Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Community Memorial Hospital Retirement Plan? ▼
Next read for Community Memorial Hospital Retirement P…
Scale reading
Ways to act on Community Memorial Hospital Retirement Plan's numbers.
- By total assets, Community Memorial Hospital Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Wisconsin. Compare plans
- Froedtert Thedacare Health, Inc.'s sponsor-wide assets have grown 35.5% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans
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.
Read our methodology - how this data is sourced, computed, and verified.