401(k) · DOL Form 5500 · 2024
Fort Healthcare, Inc. 401(k) Plan
Data updated 2026-08-25
- $129M
- Total assets Near avg plan size
- 848
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $152,433
- Avg per participant Above avg balance/head
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.
- #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.
- #15,757
- in Healthcare & Social Assistance (16,916 peers)
- +9.9%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
Fort Healthcare, Inc. Savings Plan's outsized position by total assets
Fort Healthcare, Inc. Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$129,263,151 Top 8% higher than 92% 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
Fort Healthcare, Inc. Savings Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fort Healthcare, Inc. Savings Plan sits mid-pack in the medium band (848 participants).
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.
Published 5500 schedule card
Filing strip 390286215 · Fort Healthcare, Inc. PY 2024 · 401(k)
Fort Healthcare, Inc. Savings Plan · $129M · 848 · 92nd
- ASSETS $129M
- ASSETS 848
- ASSETS 92nd
- ASSETS 401(k)
- ASSETS near Lennox International Inc. 401(k) for Hourly Employees
- ASSETS ind #15757
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 →
Fort Healthcare, Inc. Savings Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Fort Healthcare, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $129M 24.064989235517807% vs 2022
- 2024 filing year
| 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.
- 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
Fort Healthcare, Inc. Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Lennox International Inc. 401(k) for Hourly Employees in TX ($129M); by covered participants it is Harlem Children's Zone, Inc. Profit Sharing Plan in NY (848 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($129M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (848 participants); asset peers above are excluded.
- Harlem Children's Zone, Inc. Profit Sharing Plan (NY) 848 · 0 off
- Moran Towing Corporation 401(k) Plan (CT) 848 · 0 off
- Argo Group US 401(k) Plan (TX) 848 · 0 off
- Carepoint Health, LLC 401(k) Profit Sharing Plan (CO) 848 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.