Defined Benefit (Pension) · DOL Form 5500 · 2024
Froedtert Thedacare Health, Inc. Pension Plan
Data updated 2026-08-25
- $53M
- Total assets Below avg plan size
- 13
- Participants Small participant base
- 85th
- Percentile by assets National rank
- $4.1M
- Avg per participant High balance/head
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.
- #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.
- #14,712
- in Healthcare & Social Assistance (16,916 peers)
- -5.8%
- assets change YoY
- 0.5×
- 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.
Froedtert Hospital Retirement Plan for Certain Former Milwaukee County Employees's outsized position 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
Froedtert Hospital Retirement Plan for Certain Former Milwaukee County Employees among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Froedtert Hospital Retirement Plan for Certain Former Milwaukee County Employees is a small filing (13 participants) on this national headcount ladder.
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.
Published 5500 schedule card
Filing strip 392014409 · Froedtert Thedacare Health, Inc. PY 2024 · Defined Benefit (Pension)
Froedtert Hospital Retirement Plan for Certain Former Milwaukee County Employees · $53M · 13 · 85th
- RANK $53M
- PHOTO 13
- IND 85th
- EOY Defined Benefit (Pension)
- 5500 near Velcro Pension Plan
- ASSETS ind #14712
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 →
Froedtert Hospital Retirement Plan for Certain Former Milwaukee County Employees in the asset neighbourhood
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.)
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
Froedtert Hospital Retirement Plan for Certain Former Milwaukee County Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Velcro Pension Plan in NH ($53M); by covered participants it is National Federation of Independent Business Retirement Plan in TN (13 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($53M here).
Similar participant headcount
Nearest other-state filings by covered participants (13 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.