Other · DOL Form 5500 · 2024

Childrens Hospital and Health System, Inc. Retirement Plan

Data updated 2026-08-06

$1.0B
Total assets
6,717
Participants
98th
Percentile by assets
$150,818
Avg per participant
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Official DOL plan name: Children's Hospital and Health System Shared Retirement Savings Plan · Sponsored by Childrens Hospital and Health System, Inc. · Wisconsin · Healthcare & Social Assistance

$1.0B in assets, 6,717 participants

Childrens Hospital and Health System, Inc.'s Children's Hospital and Health System Shared Retirement Savings Plan reported $1.0B in total assets and 6,717 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.

  • 98th percentile by assets (of 116,472 plans)
  • #15,387 in Healthcare & Social Assistance (15,613 peers)

Coverage in Wisconsin

Children's Hospital and Health System Shared Retirement Savings Plan covers 6,717 participants in Wisconsin, 12x the typical Wisconsin plan (state average ~565 per filing). Assets: $1.0B.

$1.0B
total plan assets (2024 EOY)
6,717
covered participants
98th
percentile by assets (of 116,472 plans)
$150,818
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Children's Hospital and Health System Shared Retirement Savings Plan reported net income fell from $138M in the plan year 2023 filing to $115M in the plan year 2024 filing.
  • Children's Hospital and Health System Shared Retirement Savings Plan reported participants rose from 5,798 in the plan year 2023 filing to 6,717 in the plan year 2024 filing.
  • Children's Hospital and Health System Shared Retirement Savings Plan end-of-year assets rose from $898M in the plan year 2023 filing to $1.0B in the plan year 2024 filing.

See the national 2023→2024 release diff →

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 565 participants across 2,767 plans. Children's Hospital and Health System Shared Retirement Savings Plan reports 6,717 participants - 12x that state average ($1.0B EOY assets).

Wisconsin filing particulars

Total Assets (Beginning of Year)$898M
Net Assets (End of Year)$1.0B
Net Income$115M
Employer EIN391500074
Plan Effective Date1989-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Childrens Hospital and Health System, Inc.)

$0.7B$0.8B$0.9B$1B$1.1B 202220232024 $0.78B $1.04B ▲ +33.3%
Total plan assets by year, all Childrens Hospital and Health System, Inc. plans on file
Year Plans Participants Total Assets
2022 2 5,474 $779M
2023 2 5,985 $921M
2024 2 6,897 $1.0B

Nearby Other Plans in Wisconsin

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

Children's Hospital and Health System Shared Retirement Savings Plan vs. nearby Other plans in Wisconsin, assets vs. participants

Children's Hospital and Health System Shared Retirement Savings Plan vs. nearby Other plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 00.511.522.53 Total assets ($B) Participants Children's Hospital …The Medical College …Froedtert Health, In…University of Wiscon…Marquette University…Waicu Retirement Rea…
Children's Hospital and Health System Shared Retirement Savings Plan vs. nearby Other plans in Wisconsin, assets vs. participants

Scale composition for Children's Hospital and Health System Shared Retirement Savings Plan

Children's Hospital and Health System Shared Retirement Savings Plan reports $1.0B in end-of-year assets across 6,717 participants (0.009% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.007% of 89,805,449 covered participants) - about $150,818 per participant (1.1x the national average assets-per-participant) . Net income for plan year 2024 was $115M.

This plan identity (EIN 391500074, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $760M to $1.0B (+33.3%) while covered participants moved from 5,299 to 6,717 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 5,299 $760M Open filing
2023 5,798 $898M Open filing
2024 · index core 6,717 $1.0B This page

Similar-Sized Other Plans Nationally

Other plans in other states closest to Children's Hospital and Health System Shared Retirement Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Children's Hospital and Health System Shared Retirement Savings Plan assets move in 2024?
Children's Hospital and Health System Shared Retirement Savings Plan grew at a solid clip - up 12.8% during 2024, from $898M to $1.0B. Reported net income was $115M.
How have Childrens Hospital and Health System, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Childrens Hospital and Health System, Inc.'s sponsor-wide assets grew 33.4%, from $779M to $1.0B.
Where does Children's Hospital and Health System Shared Retirement Savings Plan rank by assets among Form 5500 filers?
Children's Hospital and Health System Shared Retirement Savings Plan ranks in the 98th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Children's Hospital and Health System Shared Retirement Savings Plan?
Among Other plans in other states, the closest by assets is Maimonides Medical Center Tax Deferred Retirement Plan in NY ($1.0B, 8,258 participants).

Next read for Children's Hospital and Health System Sh…

Filing takeaways

Ways to act on Children's Hospital and Health System Shared Retirement Savings Plan's numbers.