Other · DOL Form 5500 · 2024
University of Wisconsin Medical Foundation, Inc. Retirement Plan
Data updated 2026-08-25
- $1.4B
- Total assets Very large vs avg
- 2,091
- Participants Near avg headcount
- 99th
- Percentile by assets National rank
- $680,294
- Avg per participant High balance/head
Official DOL plan name: University of Wisconsin Medical Foundation Physicians Retirement Plan · Sponsored by University of Wisconsin Medical Foundation, Inc. · Wisconsin · Healthcare & Social Assistance
$1.4B in assets, 2,091 participants
University of Wisconsin Medical Foundation, Inc.'s University of Wisconsin Medical Foundation Physicians Retirement Plan reported $1.4B in total assets and 2,091 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- #16,754 in Healthcare & Social Assistance (16,916 peers)
Coverage in Wisconsin
University of Wisconsin Medical Foundation Physicians Retirement Plan covers 2,091 participants in Wisconsin, 3.7x the typical Wisconsin plan (state average ~563 per filing). Assets: $1.4B.
- #16,754
- in Healthcare & Social Assistance (16,916 peers)
- +11.6%
- assets growth YoY
- 14×
- vs typical plan assets (national mean)
University of Wisconsin Medical Foundation Physicians Retirement Plan's outsized position by total assets
University of Wisconsin Medical Foundation Physicians Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,422,494,344 Top 1% higher than 99% 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
University of Wisconsin Medical Foundation Physicians Retirement 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. University of Wisconsin Medical Foundation Physicians Retirement Plan lands in the large band (2,091 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- University of Wisconsin Medical Foundation Physicians Retirement Plan reported participants rose from 1,636 in the plan year 2023 filing to 2,091 in the plan year 2024 filing.
- University of Wisconsin Medical Foundation Physicians Retirement Plan reported net income fell from $193M in the plan year 2023 filing to $148M in the plan year 2024 filing.
- University of Wisconsin Medical Foundation Physicians Retirement Plan end-of-year assets rose from $1.3B in the plan year 2023 filing to $1.4B in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 391824445 · University of Wisconsin Medical Foundation, Inc. PY 2024 · Other
University of Wisconsin Medical Foundation Physicians Retirement Plan · $1.4B · 2,091 · 99th
- TYPE $1.4B
- TYPE 2,091
- TYPE 99th
- TYPE Other
- TYPE near Henry Ford Health System Heritage 403(b) Plan
- TYPE ind #16754
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 →
University of Wisconsin Medical Foundation Physicians Retirement Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $1.3B |
|---|---|
| Net Assets (End of Year) | $1.4B |
| Net Income | $148M |
| Employer EIN | 391824445 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University of Wisconsin Medical Foundation, Inc.)
Sponsor-wide plan assets over time
All University of Wisconsin Medical Foundation, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.2B 32.83534156368353% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4,615 | $1.6B |
| 2023 | 2 | 4,729 | $1.9B |
| 2024 | 2 | 5,337 | $2.2B |
Nearby Other Plans in Wisconsin
Peer Other plans, same state, same plan type, ranked by total assets.
- The Medical College of Wisconsin, Inc. Retirement Plan $2.6B · 6,796
- Froedtert Health, Inc. 403(b) Plan $2.2B · 15,736
- Children's Hospital and Health System Shared Retirement Savings Plan $1.0B · 6,717
- Marquette University Retirement Plan $926M · 3,173
- Waicu Retirement Readiness Plan $418M · 2,100
University of Wisconsin Medical Foundation Physicians Retirement Plan's out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is Henry Ford Health System Heritage 403(b) Plan in MI ($1.4B); by covered participants it is Yeshiva University Retirement Income Plan (Basic Plan) in NY (2,092 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.4B here).
- Henry Ford Health System Heritage 403(b) Plan (MI) $1.4B · 14,465
- St. John's University Defined Contribution Retirement Plan (NY) $1.4B · 3,087
- Sharpsaver Defined Contribution Plan (CA) $1.4B · 20,047
- John Muir Health 403b Plan (CA) $1.4B · 5,098
Similar participant headcount
Nearest other-state filings by covered participants (2,091 participants); asset peers above are excluded.
- Yeshiva University Retirement Income Plan (Basic Plan) (NY) 2,092 · 1 off
- District 1199seiu - the Johns Hopkins Hospital 403(b) Plan (MD) 2,095 · 4 off
- The Brooklyn Hospital Center 403(b) Retirement Plan (NY) 2,096 · 5 off
- Assoc of Independent Colleges and Universities of Ohio Mep (OH) 2,083 · 8 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.