Defined Benefit (Pension) · DOL Form 5500 · 2024
Froedtert Thedacare Health, Inc. Pension Plan
Data updated 2026-08-11
- $53M
- Total assets
- 13
- Participants
- 85th
- Percentile by assets
- $4.1M
- Avg per participant
Official DOL plan name: Froedtert Hospital Retirement Plan for Certain Former Milwaukee County Employees · Sponsored by Froedtert Thedacare Health, Inc. · Wisconsin · Healthcare & Social Assistance
$53M in assets, 13 participants
Froedtert Thedacare Health, Inc.'s Froedtert Hospital Retirement Plan for Certain Former Milwaukee County Employees reported $53M in total assets and 13 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.
- 85th percentile by assets (of 123,622 plans)
- #14,712 in Healthcare & Social Assistance (16,916 peers)
Where Froedtert Hospital Retirement Plan for Certain Former Milwaukee County Employees sits by assets
Froedtert Hospital Retirement Plan for Certain Former Milwaukee County Employees sits in the top quartile of all filed plans by assets, $53M for 13 participants (~$4.1M/participant), down 5.8% in 2024.
- $53M
- total plan assets (2024 EOY)
- 13
- covered participants
- 85th
- percentile by assets (of 123,622 plans)
- $4.1M
- 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.
Where Froedtert Hospital Retirement Plan for Certain Former Milwaukee County Employees sits by total assets
Froedtert Hospital Retirement Plan for Certain Former Milwaukee County Employees vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$52,897,658 Top 15% higher than 85% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Froedtert Hospital Retirement Plan for Certain Former Milwaukee County Employees reported net income fell from $2M in the plan year 2023 filing to -$3M in the plan year 2024 filing.
- Froedtert Hospital Retirement Plan for Certain Former Milwaukee County Employees reported participants fell from 17 in the plan year 2023 filing to 13 in the plan year 2024 filing.
- Froedtert Hospital Retirement Plan for Certain Former Milwaukee County Employees end-of-year assets fell from $56M in the plan year 2023 filing to $53M in the plan year 2024 filing.
Froedtert Hospital Retirement Plan for Certain Former Milwaukee County Employees vs the 2024 asset distribution
By assets, Froedtert Hospital Retirement Plan for Certain Former Milwaukee County Employees outranks 85% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $56M |
|---|---|
| Net Assets (End of Year) | $53M |
| Net Income | -$3M |
| Employer EIN | 392014409 |
| Plan Effective Date | 1992-01-01 |
| 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.
- 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 Froedtert Hospital Retirement Plan for Certain Former Milwaukee County Employees by total assets, not by location.
Frequently Asked Questions
How did Froedtert Hospital Retirement Plan for Certain Former Milwaukee County Employees assets move in 2024? ▼
How have Froedtert Thedacare Health, Inc. plan assets changed over time? ▼
Where does Froedtert Hospital Retirement Plan for Certain Former Milwaukee County Employees rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Froedtert Hospital Retirement Plan for Certain Former Milwaukee County Employees? ▼
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Ways to act on Froedtert Hospital Retirement Plan for Certain Former Milwaukee County Employees's numbers.
- By total assets, Froedtert Hospital Retirement Plan for Certain Former Milwaukee County Employees ranks in the top quartile 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