401(k) · DOL Form 5500 · 2024
Fort Healthcare, Inc. 401(k) Plan
Data updated 2026-08-11
- $129M
- Total assets
- 848
- Participants
- 92nd
- Percentile by assets
- $152,433
- Avg per participant
Official DOL plan name: Fort Healthcare, Inc. Savings Plan · Sponsored by Fort Healthcare, Inc. · Wisconsin · Healthcare & Social Assistance
$129M in assets, 848 participants
Fort Healthcare, Inc.'s Fort Healthcare, Inc. Savings Plan reported $129M in total assets and 848 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- 92nd percentile by assets (of 123,622 plans)
- #15,757 in Healthcare & Social Assistance (16,916 peers)
Where Fort Healthcare, Inc. Savings Plan sits by assets
Fort Healthcare, Inc. Savings Plan sits in the top 10% of all filed plans by assets, $129M for 848 participants (~$152,433/participant), up 9.9% in 2024.
- $129M
- total plan assets (2024 EOY)
- 848
- covered participants
- 92nd
- percentile by assets (of 123,622 plans)
- $152,433
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Fort Healthcare, Inc. Savings Plan reported net income fell from $13M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Fort Healthcare, Inc. Savings Plan end-of-year assets rose from $118M in the plan year 2023 filing to $129M in the plan year 2024 filing.
Fort Healthcare, Inc. Savings Plan vs the 2024 asset distribution
By assets, Fort Healthcare, Inc. Savings Plan outranks 92% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $118M |
|---|---|
| Net Assets (End of Year) | $129M |
| Net Income | $12M |
| Employer EIN | 390286215 |
| Plan Effective Date | 1967-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Fort Healthcare, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 839 | $104M |
| 2023 | 1 | 843 | $118M |
| 2024 | 1 | 848 | $129M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Fort Healthcare, Inc. Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Fort Healthcare, Inc. Savings Plan by total assets, not by location.
- Lennox International Inc. 401(k) for Hourly Employees (TX) $129M · 4,779
- Ubisoft, Inc. 401(k) Plan (CA) $129M · 611
- A. Y. McDonald's Industries, Inc. 401(k) Plan (IA) $129M · 1,260
- Mckenney's, Inc. and Affiliated Companies Profit Sharing and 401(k) Plan (GA) $129M · 1,629
Frequently Asked Questions
How did Fort Healthcare, Inc. Savings Plan assets move in 2024? ▼
How have Fort Healthcare, Inc. plan assets changed over time? ▼
Where does Fort Healthcare, Inc. Savings Plan rank by assets among Form 5500 filers? ▼
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Next read for Fort Healthcare, Inc. Savings Plan
Scale reading
Ways to act on Fort Healthcare, Inc. Savings Plan's numbers.
- By total assets, Fort Healthcare, Inc. 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 401(k) plans in Wisconsin. Compare plans
- Fort Healthcare, Inc.'s sponsor-wide assets have grown 24.1% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans