Other · DOL Form 5500 · 2024
Stoughton Hospital Association Retirement Plan
Data updated 2026-08-25
- $38M
- Total assets Below avg plan size
- 384
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $99,101
- Avg per participant Below avg balance/head
Official DOL plan name: Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan · Sponsored by Stoughton Hospital Association · Wisconsin · Healthcare & Social Assistance
$38M in assets, 384 participants
Stoughton Hospital Association's Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan reported $38M in total assets and 384 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.
- #14,131 in Healthcare & Social Assistance (16,916 peers)
Where Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan sits by assets
Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan sits in the top quartile of all filed plans by assets, $38M for 384 participants (~$99,101/participant), up 18.7% in 2024.
- #14,131
- in Healthcare & Social Assistance (16,916 peers)
- +18.7%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan's outsized position by total assets
Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$38,054,694 Top 19% higher than 81% 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
Stoughton Hospital Association Tax Deferred Annuity 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. Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan sits mid-pack in the medium band (384 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan reported net income rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan end-of-year assets rose from $32M in the plan year 2023 filing to $38M in the plan year 2024 filing.
- Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan reported participants rose from 364 in the plan year 2023 filing to 384 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 390832914 · Stoughton Hospital Association PY 2024 · Other
Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan · $38M · 384 · 81st
- EIN $38M
- EIN 384
- EIN 81st
- EIN Other
- EIN near Birch Wathen Lenox School Defined Contribution Retirement Plan
- EIN ind #14131
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 →
Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $38M |
| Net Income | $6M |
| Employer EIN | 390832914 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Stoughton Hospital Association)
Sponsor-wide plan assets over time
All Stoughton Hospital Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $38M 38.56169726281372% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 334 | $27M |
| 2023 | 1 | 364 | $32M |
| 2024 | 1 | 384 | $38M |
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
- Children's Hospital and Health System Shared Retirement Savings Plan $1.0B · 6,717
- Marquette University Retirement Plan $926M · 3,173
Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is Birch Wathen Lenox School Defined Contribution Retirement Plan in NY ($38M); by covered participants it is Southern Oregon Head Start Retirement Plan in OR (384 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($38M here).
Similar participant headcount
Nearest other-state filings by covered participants (384 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.