401(k) · DOL Form 5500 · 2024
Advocate Aurora Health, Inc 401(k) Plan
Data updated 2026-08-25
- $10.5B
- Total assets Mega-plan scale
- 80,015
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $131,073
- Avg per participant Near avg balance/head
Official DOL plan name: Advocate Aurora Health 401(k) Plan · Sponsored by Advocate Aurora Health, Inc · Wisconsin · Healthcare & Social Assistance
$10.5B in assets, 80,015 participants
Advocate Aurora Health, Inc's Advocate Aurora Health 401(k) Plan reported $10.5B in total assets and 80,015 participants in its 2024 DOL Form 5500 filing, ranking in the 100th 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.
- #16,905 in Healthcare & Social Assistance (16,916 peers)
Coverage in Wisconsin
Advocate Aurora Health 401(k) Plan covers 80,015 participants in Wisconsin, 142x the typical Wisconsin plan (state average ~563 per filing). Assets: $10.5B.
- #16,905
- in Healthcare & Social Assistance (16,916 peers)
- +14.9%
- assets growth YoY
- 105×
- vs typical plan assets (national mean)
Advocate Aurora Health 401(k) Plan's outsized position by total assets
Advocate Aurora Health 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,487,791,739 Highest reported value at or above every one 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
Advocate Aurora Health 401(k) Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Advocate Aurora Health 401(k) Plan is a mega filing (80,015 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Advocate Aurora Health 401(k) Plan reported net income fell from $1.6B in the plan year 2023 filing to $1.4B in the plan year 2024 filing.
- Advocate Aurora Health 401(k) Plan end-of-year assets rose from $9.1B in the plan year 2023 filing to $10.5B in the plan year 2024 filing.
- Advocate Aurora Health 401(k) Plan reported participants rose from 76,956 in the plan year 2023 filing to 80,015 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 824184596 · Advocate Aurora Health, Inc PY 2024 · 401(k)
Advocate Aurora Health 401(k) Plan · $10.5B · 80,015 · 100th
- 5500 $10.5B
- 5500 80,015
- 5500 100th
- 5500 401(k)
- 5500 near Kpmg 401(k) Capital Accumulation Plan
- 5500 ind #16905
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 →
Advocate Aurora Health 401(k) Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $9.1B |
|---|---|
| Net Assets (End of Year) | $10.5B |
| Net Income | $1.4B |
| Employer EIN | 824184596 |
| Plan Effective Date | 1988-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Advocate Aurora Health, Inc)
Sponsor-wide plan assets over time
All Advocate Aurora Health, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $11.5B 34.89481104498924% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 87,006 | $8.5B |
| 2023 | 2 | 88,911 | $10.2B |
| 2024 | 2 | 90,951 | $11.5B |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
- Epic Systems Corporation 401(k) Plan $2.9B · 13,955
Scale composition for Advocate Aurora Health 401(k) Plan
Advocate Aurora Health 401(k) Plan reports $10.5B in end-of-year assets across 80,015 participants (0.085% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.085% of 93,925,755 covered participants) - about $131,073 per participant (95% of the national average assets-per-participant) . Net income for plan year 2024 was $1.4B.
This plan identity (EIN 824184596, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $7.5B to $10.5B (+39.7%) while covered participants moved from 73,838 to 80,015 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 73,838 | $7.5B | Open filing |
| 2023 | 76,956 | $9.1B | Open filing |
| 2024 · index core | 80,015 | $10.5B | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Advocate Aurora Health Pension Plan (Defined Benefit (Pension), $966M, 10,936 participants)
Advocate Aurora Health 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Kpmg 401(k) Capital Accumulation Plan in NJ ($10.5B); by covered participants it is Kaiser Permanente Tax Sheltered Annuity Plan in CA (79,670 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10.5B here).
- Kpmg 401(k) Capital Accumulation Plan (NJ) $10.5B · 37,063
- GE Healthcare Retirement Savings Plan (IL) $10.5B · 16,216
- The Sherwin-Williams Company 401(k) Plan (OH) $10.6B · 47,459
- The Travelers 401(k) Savings Plan (MN) $10.4B · 30,233
Similar participant headcount
Nearest other-state filings by covered participants (80,015 participants); asset peers above are excluded.
- Kaiser Permanente Tax Sheltered Annuity Plan (CA) 79,670 · 345 off
- Tesla, Inc. 401(k) Plan (TX) 80,827 · 812 off
- Citi Retirement Savings Plan (CT) 78,741 · 1,274 off
- Securitas Security Services USA Incentive Savings and Retirement Plan (CA) 77,627 · 2,388 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.