Other · DOL Form 5500 · 2024
Spooner Health System Retirement Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 144
- Participants Small participant base
- 68th
- Percentile by assets National rank
- $124,957
- Avg per participant Near avg balance/head
Official DOL plan name: Spooner Health System 403(b) Plan · Sponsored by Spooner Health System · Wisconsin · Healthcare & Social Assistance
$18M in assets, 144 participants
Spooner Health System's Spooner Health System 403(b) Plan reported $18M in total assets and 144 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.
- #12,357 in Healthcare & Social Assistance (16,916 peers)
Coverage in Wisconsin
Spooner Health System 403(b) Plan covers 144 participants in Wisconsin, about 26% of the average Wisconsin filer (state average ~563 per filing). Assets: $18M.
- #12,357
- in Healthcare & Social Assistance (16,916 peers)
- +18.5%
- assets growth YoY
Spooner Health System 403(b) Plan's outsized position by total assets
Spooner Health System 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$17,993,767 Top 32% higher than 68% 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
Spooner Health System 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. Spooner Health System 403(b) Plan sits mid-pack in the medium band (144 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Spooner Health System 403(b) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Spooner Health System 403(b) Plan end-of-year assets rose from $15M in the plan year 2023 filing to $18M in the plan year 2024 filing.
- Spooner Health System 403(b) Plan reported participants rose from 138 in the plan year 2023 filing to 144 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 390892183 · Spooner Health System PY 2024 · Other
Spooner Health System 403(b) Plan · $18M · 144 · 68th
- PCT $18M
- EIN 144
- RANK 68th
- PHOTO Other
- IND near The Metropolitan Museum of Art 401(a) Special Retirement Plan for Select Non-Union Employees
- EOY ind #12357
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 →
Spooner Health System 403(b) Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $3M |
| Employer EIN | 390892183 |
| Plan Effective Date | 1965-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Spooner Health System)
Sponsor-wide plan assets over time
All Spooner Health System plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 31.52305878909799% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 142 | $14M |
| 2023 | 1 | 138 | $15M |
| 2024 | 1 | 144 | $18M |
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
Spooner Health System 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is The Metropolitan Museum of Art 401(a) Special Retirement Plan for Select Non-Union Employees in NY ($18M); by covered participants it is Homesafe 403(b) Retirement Plan in FL (144 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
Similar participant headcount
Nearest other-state filings by covered participants (144 participants); asset peers above are excluded.
- Homesafe 403(b) Retirement Plan (FL) 144 · 0 off
- Hebrew Academy of Nassau County Defined Contribution Plan (NY) 144 · 0 off
- Kootenai Clinic 403(b) Plan (ID) 144 · 0 off
- Carf 403(b) Plan (AZ) 144 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.