Other · DOL Form 5500 · 2024

Baldwin Area Medical Center, Inc. Retirement Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
417
Participants Below avg headcount
82nd
Percentile by assets National rank
$98,296
Avg per participant Below avg balance/head
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Official DOL plan name: Western Wisconsin Health 403(b) Plan · Sponsored by Baldwin Area Medical Center, Inc. · Wisconsin · Healthcare & Social Assistance

$41M in assets, 417 participants

Baldwin Area Medical Center, Inc.'s Western Wisconsin Health 403(b) Plan reported $41M in total assets and 417 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #14,265 in Healthcare & Social Assistance (16,916 peers)

Where Western Wisconsin Health 403(b) Plan sits by assets

Western Wisconsin Health 403(b) Plan sits in the top quartile of all filed plans by assets, $41M for 417 participants (~$98,296/participant), up 15.4% in 2024.

#14,265
in Healthcare & Social Assistance (16,916 peers)
+15.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Western Wisconsin Health 403(b) Plan's outsized position by total assets

Western Wisconsin Health 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$40,989,540 Top 18% higher than 82% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Western Wisconsin Health 403(b) 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. Western Wisconsin Health 403(b) Plan sits mid-pack in the medium band (417 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Western Wisconsin Health 403(b) Plan end-of-year assets rose from $36M in the plan year 2023 filing to $41M in the plan year 2024 filing.
  • Western Wisconsin Health 403(b) Plan reported net income rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Western Wisconsin Health 403(b) Plan reported participants fell from 434 in the plan year 2023 filing to 417 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 390808526 · Baldwin Area Medical Center, Inc. PY 2024 · Other

Western Wisconsin Health 403(b) Plan · $41M · 417 · 82nd

  • SCH $41M
  • EBSA 417
  • PART 82nd
  • TYPE Other
  • NET near The Nueva School Defined Contribution Retirement Plan
  • BOOK ind #14265

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 →

Western Wisconsin Health 403(b) Plan in the asset neighbourhood

Tiaa-Cref Retirement Plan for Employees of Cate SchoolTiaa-Cref Retirement Plan fo…$41MMonell Chemical Senses Center 403(b) Defined Contribution PlanMonell Chemical Senses Cente…$41MWestern Wisconsin Health 403(b) PlanWestern Wisconsin Health 403…$41MThe Nueva School Defined Contribution Retirement PlanThe Nueva School Defined Con…$41MProject Lead the Way 403b PlanProject Lead the Way 403b Pl…$41M
End-of-year total assets ($M) among Western Wisconsin Health 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$41M
Net Income$5M
Employer EIN390808526
Plan Effective Date1966-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Baldwin Area Medical Center, Inc.)

Sponsor-wide plan assets over time

All Baldwin Area Medical Center, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$41M 34.00631258874463% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $30.6M $41M ▲ +34.0%
Year Plans Participants Total Assets
2022 1 406 $31M
2023 1 434 $36M
2024 1 417 $41M

Nearby Other Plans in Wisconsin

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

Western Wisconsin Health 403(b) Plan vs. nearby Other plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants Western Wisconsin Health 403(b) Plan, Total assets ($B): 0.04098954 · Participants: 417Western Wisconsin Health 403(b) PlanThe Medical College of Wisconsin, Inc. Retirement Plan, Total assets ($B): 2.596857221 · Participants: 6796The Medical College of Wisconsin, Inc. Retirement PlanFroedtert Health, Inc. 403(b) Plan, Total assets ($B): 2.179088919 · Participants: 15736Froedtert Health, Inc. 403(b) PlanUniversity of Wisconsin Medical Foundation Physicians Retirement Plan, Total assets ($B): 1.422494344 · Participants: 2091University of Wisconsin Medical Foundation Physicians Retirement PlanChildren's Hospital and Health System Shared Retirement Savings Plan, Total assets ($B): 1.013041993 · Participants: 6717Children's Hospital and Health System Shared Retirement Savings PlanMarquette University Retirement Plan, Total assets ($B): 0.926033149 · Participants: 3173Marquette University Retirement Plan
Western Wisconsin Health 403(b) Plan vs. nearby Other plans in Wisconsin, assets vs. participants

Western Wisconsin Health 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Wisconsin, the nearest Other by assets is The Nueva School Defined Contribution Retirement Plan in CA ($41M); by covered participants it is Crossroads School for Arts and Sciences Defined Contribution Retirement Plan in CA (417 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Western Wisconsin Health 403(b) Plan assets move in 2024?
Western Wisconsin Health 403(b) Plan grew sharply - up 15.4% during 2024, from $36M to $41M. Reported net income was $5M.
How have Baldwin Area Medical Center, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Baldwin Area Medical Center, Inc.'s sponsor-wide assets grew 34.0%, from $31M to $41M.
Where does Western Wisconsin Health 403(b) Plan rank by assets among Form 5500 filers?
Western Wisconsin Health 403(b) Plan ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Western Wisconsin Health 403(b) Plan?
Among Other plans in other states, the closest by assets is The Nueva School Defined Contribution Retirement Plan in CA ($41M, 316 participants).
Which Other plans cover a similar participant headcount to Western Wisconsin Health 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Crossroads School for Arts and Sciences Defined Contribution Retirement Plan in CA (417 participants, $84M in assets).