Other · DOL Form 5500 · 2024

Froedtert South, Inc. Retirement Plan

Data updated 2026-08-25

$89M
Total assets Below avg plan size
2,035
Participants Near avg headcount
90th
Percentile by assets National rank
$43,854
Avg per participant Low balance/head
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Official DOL plan name: Froedtert South, Inc. Matched 403(b) Retirement Savings Plan · Sponsored by Froedtert South, Inc. · Wisconsin · Healthcare & Social Assistance

$89M in assets, 2,035 participants

Froedtert South, Inc.'s Froedtert South, Inc. Matched 403(b) Retirement Savings Plan reported $89M in total assets and 2,035 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #15,376 in Healthcare & Social Assistance (16,916 peers)

Coverage in Wisconsin

Froedtert South, Inc. Matched 403(b) Retirement Savings Plan covers 2,035 participants in Wisconsin, 3.6x the typical Wisconsin plan (state average ~563 per filing). Assets: $89M.

#15,376
in Healthcare & Social Assistance (16,916 peers)
+16.1%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Froedtert South, Inc. Matched 403(b) Retirement Savings Plan's outsized position by total assets

Froedtert South, Inc. Matched 403(b) Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$89,242,264 Top 10% higher than 90% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Froedtert South, Inc. Matched 403(b) Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Froedtert South, Inc. Matched 403(b) Retirement Savings Plan lands in the large band (2,035 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Froedtert South, Inc. Matched 403(b) Retirement Savings Plan reported net income fell from $16M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Froedtert South, Inc. Matched 403(b) Retirement Savings Plan end-of-year assets rose from $77M in the plan year 2023 filing to $89M in the plan year 2024 filing.
  • Froedtert South, Inc. Matched 403(b) Retirement Savings Plan reported participants fell from 2,397 in the plan year 2023 filing to 2,035 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 390816845 · Froedtert South, Inc. PY 2024 · Other

Froedtert South, Inc. Matched 403(b) Retirement Savings Plan · $89M · 2,035 · 90th

  • ASSETS $89M
  • ASSETS 2,035
  • ASSETS 90th
  • ASSETS Other
  • ASSETS near The Rogosin Institute, Inc. Retirement Plan for Non-Union Employees
  • ASSETS ind #15376

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 South, Inc. Matched 403(b) Retirement Savings Plan in the asset neighbourhood

Albany Law School Retirement PlanAlbany Law School Retirement…$89MTax Deferred Annuity Program for Employees of Valley Presbyterian HospitalTax Deferred Annuity Program…$89MThe Rogosin Institute, Inc. Retirement Plan for Non-Union EmployeesThe Rogosin Institute, Inc. …$89MFroedtert South, Inc. Matched 403(b) Retirement Savings PlanFroedtert South, Inc. Matche…$89MThe Head-Royce School 403(b) PlanThe Head-Royce School 403(b)…$89M
End-of-year total assets ($M) among Froedtert South, Inc. Matched 403(b) Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$77M
Net Assets (End of Year)$89M
Net Income$12M
Employer EIN390816845
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Froedtert South, Inc.)

Sponsor-wide plan assets over time

All Froedtert South, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$355M 11.520866143137038% vs 2022
2024 filing year
$300M$320M$340M$360M 202220232024 $319M $355M ▲ +11.5%
Year Plans Participants Total Assets
2022 3 4,827 $319M
2023 3 5,421 $337M
2024 3 4,654 $355M

Nearby Other Plans in Wisconsin

Peer Other plans, same state, same plan type, ranked by total assets.

Froedtert South, Inc. Matched 403(b) Retirement Savings Plan vs. nearby Other plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 -10123 Total assets ($B) Participants Froedtert South, Inc. Matched 403(b) Retirement Savings Plan, Total assets ($B): 0.089242264 · Participants: 2035Froedtert South, Inc. Matched 403(b) Retirement Savings PlanThe Medical College of Wisconsin, Inc. Retirement Plan, Total assets ($B): 2.596857221 · Participants: 6796The Medical College of Wisconsin, Inc. Retirement PlanFroedtert Health, Inc. 403(b) Plan, Total assets ($B): 2.179088919 · Participants: 15736Froedtert Health, Inc. 403(b) PlanUniversity of Wisconsin Medical Foundation Physicians Retirement Plan, Total assets ($B): 1.422494344 · Participants: 2091University of Wisconsin Medical Foundation Physicians Retirement PlanChildren's Hospital and Health System Shared Retirement Savings Plan, Total assets ($B): 1.013041993 · Participants: 6717Children's Hospital and Health System Shared Retirement Savings PlanMarquette University Retirement Plan, Total assets ($B): 0.926033149 · Participants: 3173Marquette University Retirement Plan
Froedtert South, Inc. Matched 403(b) Retirement Savings Plan vs. nearby Other plans in Wisconsin, assets vs. participants
Compare Froedtert South, Inc. Matched 403(b) Retirement Savings Plan side-by-side with 3 peers →

Froedtert South, Inc. Matched 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside Wisconsin, the nearest Other by assets is The Rogosin Institute, Inc. Retirement Plan for Non-Union Employees in NY ($89M); by covered participants it is Lehigh Valley Health Network, Inc. ERISA 403(b) Plan in PA (2,037 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,035 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.

Frequently Asked Questions

How did Froedtert South, Inc. Matched 403(b) Retirement Savings Plan assets move in 2024? ▼
Froedtert South, Inc. Matched 403(b) Retirement Savings Plan grew sharply - up 16.1% during 2024, from $77M to $89M. Reported net income was $12M.
How have Froedtert South, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Froedtert South, Inc.'s sponsor-wide assets grew 11.5%, from $319M to $355M.
Where does Froedtert South, Inc. Matched 403(b) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Froedtert South, Inc. Matched 403(b) Retirement Savings Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Froedtert South, Inc. Matched 403(b) Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is The Rogosin Institute, Inc. Retirement Plan for Non-Union Employees in NY ($89M, 453 participants).
Which Other plans cover a similar participant headcount to Froedtert South, Inc. Matched 403(b) Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Lehigh Valley Health Network, Inc. ERISA 403(b) Plan in PA (2,037 participants, $7M in assets).

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 390816845.

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.