Other · DOL Form 5500 · 2024
Childrens Hospital and Health System, Inc. Retirement Plan
Data updated 2026-08-25
- $1.0B
- Total assets Very large vs avg
- 6,717
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $150,818
- Avg per participant Above avg balance/head
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.
- #16,677 in Healthcare & Social Assistance (16,916 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 ~563 per filing). Assets: $1.0B.
- #16,677
- in Healthcare & Social Assistance (16,916 peers)
- +12.8%
- assets growth YoY
- 10×
- vs typical plan assets (national mean)
Children's Hospital and Health System Shared Retirement Savings Plan's outsized position by total assets
Children's Hospital and Health System Shared Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,013,041,993 Top 2% higher than 98% 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
Children's Hospital and Health System Shared Retirement Savings 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. Children's Hospital and Health System Shared Retirement Savings Plan lands in the large band (6,717 participants).
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.
Published 5500 schedule card
Filing strip 391500074 · Childrens Hospital and Health System, Inc. PY 2024 · Other
Children's Hospital and Health System Shared Retirement Savings Plan · $1.0B · 6,717 · 98th
- TYPE $1.0B
- TYPE 6,717
- TYPE 98th
- TYPE Other
- TYPE near Maimonides Medical Center Tax Deferred Retirement Plan
- TYPE ind #16677
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 →
Children's Hospital and Health System Shared Retirement Savings Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $898M |
|---|---|
| Net Assets (End of Year) | $1.0B |
| Net Income | $115M |
| Employer EIN | 391500074 |
| Plan Effective Date | 1989-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Childrens Hospital and Health System, Inc.)
Sponsor-wide plan assets over time
All Childrens Hospital and Health System, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.0B 33.40816648066084% vs 2022
- 2024 filing year
| 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.
- 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
- Marquette University Retirement Plan $926M · 3,173
- Waicu Retirement Readiness Plan $418M · 2,100
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 (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 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 |
Children's Hospital and Health System Shared Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is Maimonides Medical Center Tax Deferred Retirement Plan in NY ($1.0B); by covered participants it is Carnegie Mellon University Faculty and Staff Retirement Plan in PA (6,772 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.0B here).
- Maimonides Medical Center Tax Deferred Retirement Plan (NY) $1.0B · 8,258
- Argonne National Laboratory 401(a) Retirement Plan (IL) $1.0B · 3,262
- The Research Foundation for the State University of New York Optional Retirement Plan (NY) $1.0B · 4,290
- Nyu Grossman School of Medicine Management and Staff 403(b) Retirement Plan (NY) $1000M · 10,953
Similar participant headcount
Nearest other-state filings by covered participants (6,717 participants); asset peers above are excluded.
- Carnegie Mellon University Faculty and Staff Retirement Plan (PA) 6,772 · 55 off
- Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) Fund (IL) 6,642 · 75 off
- United Health Services, Inc. 403(b) Retirement Plan (NY) 6,793 · 76 off
- St. Jude Children's Research Hospital Defined Contribution Retirement Plan (TN) 6,588 · 129 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.