401(k) · DOL Form 5500 · 2024

Family Health/La Clinica 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
168
Participants Small participant base
50th
Percentile by assets National rank
$45,879
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Family Health/La Clinica 401(k) Retirement Plan · Sponsored by Family Health/La Clinica · Wisconsin · Healthcare & Social Assistance

$8M in assets, 168 participants

Family Health/La Clinica's Family Health/La Clinica 401(k) Retirement Plan reported $8M in total assets and 168 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #9,321 in Healthcare & Social Assistance (16,916 peers)

Coverage in Wisconsin

Family Health/La Clinica 401(k) Retirement Plan covers 168 participants in Wisconsin, about 30% of the average Wisconsin filer (state average ~563 per filing). Assets: $8M.

#9,321
in Healthcare & Social Assistance (16,916 peers)
+18.9%
assets growth YoY

Family Health/La Clinica 401(k) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Family Health/La Clinica 401(k) Retirement Plan vs every filed plan by assets

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

$7,707,628 Top 50% higher than 50% 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

Family Health/La Clinica 401(k) 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. Family Health/La Clinica 401(k) Retirement Plan sits mid-pack in the medium band (168 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Family Health/La Clinica 401(k) Retirement Plan end-of-year assets rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Family Health/La Clinica 401(k) Retirement Plan reported participants fell from 179 in the plan year 2023 filing to 168 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 391181480 · Family Health/La Clinica PY 2024 · 401(k)

Family Health/La Clinica 401(k) Retirement Plan · $8M · 168 · 50th

  • 5500 $8M
  • 5500 168
  • 5500 50th
  • 5500 401(k)
  • 5500 near Pacoa 401(k) Plan
  • 5500 ind #9321

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 →

Family Health/La Clinica 401(k) Retirement Plan in the asset neighbourhood

Family Health/La Clinica 401(k) Retirement PlanFamily Health/La Clinica 401…$8MPacoa 401(k) Plan$8MMonterey Peninsula Horticulture, Inc. 401(k) PlanMonterey Peninsula Horticult…$8MPpfa Retirement Plan$8MTest Masters Educational Services Inc. 401(k) PlanTest Masters Educational Ser…$8M
End-of-year total assets ($M) among Family Health/La Clinica 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN391181480
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Family Health/La Clinica)

Sponsor-wide plan assets over time

All Family Health/La Clinica plans reported in each filing year

Latest sponsor-wide plan assets
$8M 46.80662094007628% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.25M $7.71M ▲ +46.9%
Year Plans Participants Total Assets
2022 1 189 $5M
2023 1 179 $6M
2024 1 168 $8M

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Family Health/La Clinica 401(k) Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Family Health/La Clinica 401(k) Retirement Plan, Total assets ($B): 0.007707628 · Participants: 168Family Health/La Clinica 401(k) Retirement PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Family Health/La Clinica 401(k) Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Family Health/La Clinica 401(k) Retirement Plan side-by-side with 3 peers →

Family Health/La Clinica 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Pacoa 401(k) Plan in NY ($8M); by covered participants it is Illinois Retina Associates, S.C. 401(k) Plan in IL (168 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (168 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.

Frequently Asked Questions

How did Family Health/La Clinica 401(k) Retirement Plan assets move in 2024? ▼
Family Health/La Clinica 401(k) Retirement Plan grew sharply - up 18.9% during 2024, from $6M to $8M. Reported net income was $1M.
How have Family Health/La Clinica plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Family Health/La Clinica's sponsor-wide assets grew 46.8%, from $5M to $8M.
Which 401(k) plans are similar in size to Family Health/La Clinica 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pacoa 401(k) Plan in NY ($8M, 50 participants).
Which 401(k) plans cover a similar participant headcount to Family Health/La Clinica 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Illinois Retina Associates, S.C. 401(k) Plan in IL (168 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391181480.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.