401(k) · DOL Form 5500 · 2024

Advocate Aurora Health, Inc 401(k) Plan

Data updated 2026-07-24

$10.5B
Total assets: 80,015
Participants: 100th
Percentile by assets: $131,073
Avg per participant

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.

100th percentile by assets (of 116,472 plans)

Coverage in Wisconsin

Advocate Aurora Health 401(k) Plan covers 80,015 participants in Wisconsin, 142x the typical Wisconsin plan (state average ~565 per filing). Assets: $10.5B.

$10.5B
total plan assets (2024 EOY): 80,015
covered participants: 100th
percentile by assets (of 116,472 plans): $131,073
avg assets per participant

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.

See the national 2023→2024 release diff →

State

Wisconsin

Industry

Healthcare & Social Assistance

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 565 participants across 2,767 plans. Advocate Aurora Health 401(k) Plan reports 80,015 participants - 142x that state average ($10.5B EOY assets).

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)

Total plan assets by year, all Advocate Aurora Health, Inc plans on file

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.

Advocate Aurora Health 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

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

Compare Advocate Aurora Health 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Advocate Aurora Health 401(k) Plan by total assets, not by location.

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

Frequently Asked Questions

How did Advocate Aurora Health 401(k) Plan assets move in 2024? ▼

Advocate Aurora Health 401(k) Plan grew at a solid clip - up 14.9% during 2024, from $9.1B to $10.5B. Reported net income was $1.4B.

How have Advocate Aurora Health, Inc plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Advocate Aurora Health, Inc's sponsor-wide assets grew 34.9%, from $8.5B to $11.5B.

Where does Advocate Aurora Health 401(k) Plan rank by assets among Form 5500 filers? ▼

Advocate Aurora Health 401(k) Plan ranks in the 100th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).

Which 401(k) plans are similar in size to Advocate Aurora Health 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Kpmg 401(k) Capital Accumulation Plan in NJ ($10.5B, 37,063 participants).

Next read for Advocate Aurora Health 401(k) Plan

Filing takeaways

Ways to act on Advocate Aurora Health 401(k) Plan's numbers.

By total assets, Advocate Aurora Health 401(k) Plan ranks among the largest 1% of all filed plans. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
Advocate Aurora Health, Inc's sponsor-wide assets have grown 34.9% 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 824184596.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.