Other · DOL Form 5500 · 2024
Ladd Memorial Hospital Dba Osceola Medical Center Retirement Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 300
- Participants Below avg headcount
- 67th
- Percentile by assets National rank
- $57,974
- Avg per participant Low balance/head
Official DOL plan name: Osceola Medical Center 403(b) Tax Deferred Annuity Plan · Sponsored by Ladd Memorial Hospital Dba Osceola Medical Center · Wisconsin · Healthcare & Social Assistance
$17M in assets, 300 participants
Ladd Memorial Hospital Dba Osceola Medical Center's Osceola Medical Center 403(b) Tax Deferred Annuity Plan reported $17M in total assets and 300 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.
- #12,232 in Healthcare & Social Assistance (16,916 peers)
Ladd Memorial Hospital Dba Osceola Medical Center multi-year trail
Ladd Memorial Hospital Dba Osceola Medical Center's plans moved +35.5% in assets from 2022 to 2024; this filing shows Osceola Medical Center 403(b) Tax Deferred Annuity Plan at $17M / 300 participants.
- #12,232
- in Healthcare & Social Assistance (16,916 peers)
- +13.2%
- assets growth YoY
Osceola Medical Center 403(b) Tax Deferred Annuity Plan's outsized position by total assets
Osceola Medical Center 403(b) Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$17,392,211 Top 33% higher than 67% 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
Osceola Medical Center 403(b) Tax Deferred Annuity 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. Osceola Medical Center 403(b) Tax Deferred Annuity Plan sits mid-pack in the medium band (300 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Osceola Medical Center 403(b) Tax Deferred Annuity Plan reported participants rose from 251 in the plan year 2023 filing to 300 in the plan year 2024 filing.
- Osceola Medical Center 403(b) Tax Deferred Annuity Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Osceola Medical Center 403(b) Tax Deferred Annuity Plan end-of-year assets rose from $15M in the plan year 2023 filing to $17M in the plan year 2024 filing.
DOL schedule card
Filing strip 390773970 · Ladd Memorial Hospital Dba Osceola Medical Center PY 2024 · Other
Osceola Medical Center 403(b) Tax Deferred Annuity Plan · $17M · 300 · 67th
- PART $17M
- TYPE 300
- NET 67th
- BOOK Other
- VS-ST near Alta Bates Summit 403(b) Tda Retirement Plan
- BOY ind #12232
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 →
Osceola Medical Center 403(b) Tax Deferred Annuity Plan in the asset neighbourhood
Ladd Memorial Hospital Dba Osceola Medical Center multi-year asset trail
Sponsor-wide plan assets over time
All Ladd Memorial Hospital Dba Osceola Medical Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 35.452154085236316% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 213 | $13M |
| 2023 | 1 | 251 | $15M |
| 2024 | 1 | 300 | $17M |
Ladd Memorial Hospital Dba Osceola Medical Center filing trail (2024)
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $2M |
| Employer EIN | 390773970 |
| Plan Effective Date | 1992-07-01 |
| Filing Status | FILING RECEIVED |
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
Osceola Medical Center 403(b) Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is Alta Bates Summit 403(b) Tda Retirement Plan in CA ($17M); by covered participants it is The University of the Arts Defined Contribution Retirement Plan in NJ (300 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Alta Bates Summit 403(b) Tda Retirement Plan (CA) $17M · 116
- Alcona Citizens for Health, Inc. 403(b) Plan (MI) $17M · 377
- Kents Hill School Defined Contribution Retirement Plan (ME) $17M · 85
- National Tropical Botanical Garden Defined Contribution Retirement Plan 403(b) DC and Tda Plan (HI) $17M · 98
Similar participant headcount
Nearest other-state filings by covered participants (300 participants); asset peers above are excluded.
- The University of the Arts Defined Contribution Retirement Plan (NJ) 300 · 0 off
- Conservation Legacy 403(b) Retirement Plan (CO) 300 · 0 off
- Shady Side Academy Retirement Plan (PA) 300 · 0 off
- The Arc Carroll County 403(b) Plan (MD) 300 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.