401(k) · DOL Form 5500 · 2024
Children's Wisconsin 401(k) Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 180
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $148,924
- Avg per participant Above avg balance/head
Official DOL plan name: Children's Hospital and Health System Shared Retirement Savings Plan - 401(k) · Sponsored by Children's Wisconsin · Wisconsin · Healthcare & Social Assistance
$27M in assets, 180 participants
Children's Wisconsin's Children's Hospital and Health System Shared Retirement Savings Plan - 401(k) reported $27M in total assets and 180 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.
- #13,401 in Healthcare & Social Assistance (16,916 peers)
Coverage in Wisconsin
Children's Hospital and Health System Shared Retirement Savings Plan - 401(k) covers 180 participants in Wisconsin, about 32% of the average Wisconsin filer (state average ~563 per filing). Assets: $27M.
- #13,401
- in Healthcare & Social Assistance (16,916 peers)
- +16.0%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Children's Hospital and Health System Shared Retirement Savings Plan - 401(k)'s outsized position by total assets
Children's Hospital and Health System Shared Retirement Savings Plan - 401(k) vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$26,806,237 Top 25% higher than 75% 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 - 401(k) 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. Children's Hospital and Health System Shared Retirement Savings Plan - 401(k) sits mid-pack in the medium band (180 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Children's Hospital and Health System Shared Retirement Savings Plan - 401(k) end-of-year assets rose from $23M in the plan year 2023 filing to $27M in the plan year 2024 filing.
- Children's Hospital and Health System Shared Retirement Savings Plan - 401(k) reported participants fell from 187 in the plan year 2023 filing to 180 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 391500074 · Children's Wisconsin PY 2024 · 401(k)
Children's Hospital and Health System Shared Retirement Savings Plan - 401(k) · $27M · 180 · 75th
- PHOTO $27M
- IND 180
- EOY 75th
- 5500 401(k)
- ASSETS near St Engineering Leeboy 401(k) Retirement Savings Plan
- PCT ind #13401
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 - 401(k) in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $4M |
| Employer EIN | 391500074 |
| Plan Effective Date | 1989-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Children's Wisconsin)
Sponsor-wide plan assets over time
All Children's Wisconsin 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 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
Children's Hospital and Health System Shared Retirement Savings Plan - 401(k)'s out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is St Engineering Leeboy 401(k) Retirement Savings Plan in NC ($27M); by covered participants it is Costello, Inc. 401(k) Plan in TX (180 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
- St Engineering Leeboy 401(k) Retirement Savings Plan (NC) $27M · 503
- Matalco (U.S.), Inc. 401(k) Plan (OH) $27M · 864
- It Concepts 401(k) Plan (VA) $27M · 420
- Piantedosi Baking Co. Inc. Employees' Savings Retirement Plan (MA) $27M · 162
Similar participant headcount
Nearest other-state filings by covered participants (180 participants); asset peers above are excluded.
- Costello, Inc. 401(k) Plan (TX) 180 · 0 off
- Foundation for Educational Services, Inc. 401(k) Plan (NE) 180 · 0 off
- Arl Bio Pharma, Inc./Dna Solutions, Inc. 401(k) Savings Plan (OK) 180 · 0 off
- Murcor, Inc. 401(k) Profit Sharing Plan (CA) 180 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.