401(k) · DOL Form 5500 · 2024
Tomah Memorial Hospital 401(k) Plan
Data updated 2026-08-25
- $36M
- Total assets Below avg plan size
- 440
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $80,773
- Avg per participant Below avg balance/head
Official DOL plan name: Tomah Health Retirement Plan · Sponsored by Tomah Memorial Hospital · Wisconsin · Healthcare & Social Assistance
$36M in assets, 440 participants
Tomah Memorial Hospital's Tomah Health Retirement Plan reported $36M in total assets and 440 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.
- #14,005 in Healthcare & Social Assistance (16,916 peers)
Where Tomah Health Retirement Plan sits by assets
Tomah Health Retirement Plan sits in the top quartile of all filed plans by assets, $36M for 440 participants (~$80,773/participant), up 14.9% in 2024.
- #14,005
- in Healthcare & Social Assistance (16,916 peers)
- +14.9%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Tomah Health Retirement Plan's outsized position by total assets
Tomah Health Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$35,540,186 Top 20% higher than 80% 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
Tomah Health Retirement 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. Tomah Health Retirement Plan sits mid-pack in the medium band (440 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Tomah Health Retirement Plan end-of-year assets rose from $31M in the plan year 2023 filing to $36M in the plan year 2024 filing.
- Tomah Health Retirement Plan reported participants rose from 411 in the plan year 2023 filing to 440 in the plan year 2024 filing.
- Tomah Health Retirement Plan reported net income fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 390799566 · Tomah Memorial Hospital PY 2024 · 401(k)
Tomah Health Retirement Plan · $36M · 440 · 80th
- NET $36M
- NET 440
- NET 80th
- NET 401(k)
- NET near Steinberg Hart 401(k) Profit Sharing Plan
- NET ind #14005
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 →
Tomah Health Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $36M |
| Net Income | $5M |
| Employer EIN | 390799566 |
| Plan Effective Date | 1976-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Tomah Memorial Hospital)
Sponsor-wide plan assets over time
All Tomah Memorial Hospital plans reported in each filing year
- Latest sponsor-wide plan assets
- $36M 36.84746069968654% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 388 | $26M |
| 2023 | 1 | 411 | $31M |
| 2024 | 1 | 440 | $36M |
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
Tomah Health Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Steinberg Hart 401(k) Profit Sharing Plan in CA ($36M); by covered participants it is Goodwill Industries of New Mexico 403(b) Plan in NM (440 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($36M here).
- Steinberg Hart 401(k) Profit Sharing Plan (CA) $36M · 118
- Iconex 401(k) Plan (GA) $36M · 750
- 401(k) Savings Plan (CT) $36M · 300
- Rainey, Kizer, Reviere & Bell 401(k) Plan (TN) $36M · 101
Similar participant headcount
Nearest other-state filings by covered participants (440 participants); asset peers above are excluded.
- Goodwill Industries of New Mexico 403(b) Plan (NM) 440 · 0 off
- American Insulated Glass 401(k) Plan (GA) 440 · 0 off
- Mickey Truck Bodies, Inc. 401(k) Plan (NC) 440 · 0 off
- Greystone, Incorporated Profit Sharing & Savings Plan (RI) 440 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.