Other · DOL Form 5500 · 2024

Stoughton Hospital Association Retirement Plan

Data updated 2026-08-11

$38M
Total assets
384
Participants
81st
Percentile by assets
$99,101
Avg per participant
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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.

  • 81st percentile by assets (of 123,622 plans)
  • #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.

$38M
total plan assets (2024 EOY)
384
covered participants
81st
percentile by assets (of 123,622 plans)
$99,101
avg assets per participant

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.

See the national 2023→2024 release diff →

Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan vs the 2024 asset distribution

By assets, Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan outranks 81% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$38M
Net Income$6M
Employer EIN390832914
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stoughton Hospital Association)

$25M$30M$35M$40M 202220232024 $27.5M $38.1M ▲ +38.6%
Total plan assets by year, all Stoughton Hospital Association plans on file
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.

Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan vs. nearby Other plans in Wisconsin, assets vs. participants

Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan vs. nearby Other plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants Stoughton Hospital A…The Medical College …Froedtert Health, In…University of Wiscon…Children's Hospital …Marquette University…
Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan vs. nearby Other plans in Wisconsin, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan by total assets, not by location.

Frequently Asked Questions

How did Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan assets move in 2024?
Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan grew sharply - up 18.7% during 2024, from $32M to $38M. Reported net income was $6M.
How have Stoughton Hospital Association plan assets changed over time?
Across 3 plan years on file (2022-2024), Stoughton Hospital Association's sponsor-wide assets grew 38.6%, from $27M to $38M.
Where does Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan rank by assets among Form 5500 filers?
Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan ranks in the 81st 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 Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan?
Among Other plans in other states, the closest by assets is Birch Wathen Lenox School Defined Contribution Retirement Plan in NY ($38M, 96 participants).

Next read for Stoughton Hospital Association Tax Defer…

Scale reading

Ways to act on Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan's numbers.