Other · DOL Form 5500 · 2024

Froedtert South, Inc. Retirement Plan

Data updated 2026-08-11

$89M
Total assets: 2,035
Participants: 90th
Percentile by assets: $43,854
Avg per participant

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.

90th percentile by assets (of 123,622 plans)
#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.

$89M
total plan assets (2024 EOY): 2,035
covered participants: 90th
percentile by assets (of 123,622 plans): $43,854
avg assets per participant

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 →

State

Wisconsin

Industry

Healthcare & Social Assistance

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Froedtert South, Inc. Matched 403(b) Retirement Savings Plan reports 2,035 participants - 3.6x that state average ($89M EOY assets).

Wisconsin filing particulars

Total Assets (Beginning of Year)	$77M
Net Assets (End of Year)	$89M
Net Income	$12M
Employer EIN	390816845
Plan Effective Date	2012-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Froedtert South, Inc.)

Total plan assets by year, all Froedtert South, Inc. plans on file

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

The Medical College of Wisconsin, Inc. Retirement Plan $2.6B · 6,796
Froedtert Health, Inc. 403(b) Plan $2.2B · 15,736
University of Wisconsin Medical Foundation Physicians Retirement Plan $1.4B · 2,091
Children's Hospital and Health System Shared Retirement Savings Plan $1.0B · 6,717
Marquette University Retirement Plan $926M · 3,173

Compare Froedtert South, Inc. Matched 403(b) Ret… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Froedtert South, Inc. Matched 403(b) Retirement Savings Plan by total assets, not by location.

The Rogosin Institute, Inc. Retirement Plan for Non-Union Employees (NY) $89M · 453
Tax Deferred Annuity Program for Employees of Valley Presbyterian Hospital (CA) $89M · 1,662
The Head-Royce School 403(b) Plan (CA) $89M · 179
Albany Law School Retirement Plan (NY) $89M · 106

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).

Next read for Froedtert South, Inc. Matched 403(b) Ret…

Filing takeaways

Ways to act on Froedtert South, Inc. Matched 403(b) Retirement Savings Plan's numbers.

By total assets, Froedtert South, Inc. Matched 403(b) Retirement Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Other plans in Wisconsin. Compare plans
Froedtert South, Inc.'s sponsor-wide assets have grown 11.5% 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 390816845.