Profit Sharing · DOL Form 5500 · 2024
Thedacare Inc. Profit Sharing Plan
Data updated 2026-08-25
- $838M
- Total assets Above avg plan size
- 6,180
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $135,538
- Avg per participant Near avg balance/head
Official DOL plan name: Thedacare Retirement and 403(b) Savings Plan · Sponsored by Thedacare Inc. · Wisconsin · Healthcare & Social Assistance
$838M in assets, 6,180 participants
Thedacare Inc.'s Thedacare Retirement and 403(b) Savings Plan reported $838M in total assets and 6,180 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #16,621 in Healthcare & Social Assistance (16,916 peers)
Coverage in Wisconsin
Thedacare Retirement and 403(b) Savings Plan covers 6,180 participants in Wisconsin, 11x the typical Wisconsin plan (state average ~563 per filing). Assets: $838M.
- #16,621
- in Healthcare & Social Assistance (16,916 peers)
- +13.0%
- assets growth YoY
- 8.4×
- vs typical plan assets (national mean)
Thedacare Retirement and 403(b) Savings Plan's outsized position by total assets
Thedacare Retirement and 403(b) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$837,627,767 Top 2% higher than 98% 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
Thedacare Retirement and 403(b) Savings Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Thedacare Retirement and 403(b) Savings Plan lands in the large band (6,180 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Thedacare Retirement and 403(b) Savings Plan end-of-year assets rose from $741M in the plan year 2023 filing to $838M in the plan year 2024 filing.
- Thedacare Retirement and 403(b) Savings Plan reported net income fell from $105M in the plan year 2023 filing to $96M in the plan year 2024 filing.
- Thedacare Retirement and 403(b) Savings Plan reported participants rose from 6,021 in the plan year 2023 filing to 6,180 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 391509362 · Thedacare Inc. PY 2024 · Profit Sharing
Thedacare Retirement and 403(b) Savings Plan · $838M · 6,180 · 98th
- ASSETS $838M
- ASSETS 6,180
- ASSETS 98th
- ASSETS Profit Sharing
- ASSETS near Uma Retirement Plan
- ASSETS ind #16621
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 →
Thedacare Retirement and 403(b) Savings Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $741M |
|---|---|
| Net Assets (End of Year) | $838M |
| Net Income | $96M |
| Employer EIN | 391509362 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Thedacare Inc.)
Sponsor-wide plan assets over time
All Thedacare Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $838M 5.849443791869659% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 7,747 | $791M |
| 2023 | 2 | 7,294 | $741M |
| 2024 | 1 | 6,180 | $838M |
Nearby Profit Sharing Plans in Wisconsin
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund $1.4B · 5,999
- Aspirus, Inc. Retirement Plan $893M · 10,194
- Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 $374M · 1,894
- Clarios Retirement Savings and Investment Plan $334M · 5,088
- Union Individual Account Retirement Fund $309M · 3,507
Scale composition for Thedacare Retirement and 403(b) Savings Plan
Thedacare Retirement and 403(b) Savings Plan reports $838M in end-of-year assets across 6,180 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $135,538 per participant (98% of the national average assets-per-participant) . Net income for plan year 2024 was $96M.
This plan identity (EIN 391509362, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $637M to $838M (+31.6%) while covered participants moved from 6,335 to 6,180 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,335 | $637M | Open filing |
| 2023 | 6,021 | $741M | Open filing |
| 2024 · index core | 6,180 | $838M | This page |
Thedacare Retirement and 403(b) Savings Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Wisconsin, the nearest Profit Sharing by assets is Uma Retirement Plan in SC ($848M); by covered participants it is Masterbrand, Inc. Retirement Savings Plan in OH (6,062 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($838M here).
- Uma Retirement Plan (SC) $848M · 2,827
- I.U.O.E. Local 14-14b Annuity Fund (NY) $856M · 1,168
- Popular, Inc. Pr Savings and Investment Plan (PR) $819M · 8,332
- Legacy Health Defined Contribution Retirement Plan (OR) $817M · 12,025
Similar participant headcount
Nearest other-state filings by covered participants (6,180 participants); asset peers above are excluded.
- Masterbrand, Inc. Retirement Savings Plan (OH) 6,062 · 118 off
- Regions Hospital Retirement Savings 401(k) Plan (MN) 6,323 · 143 off
- Pipe Trades Services Mn Pension Supplement Fund (MN) 6,017 · 163 off
- Cfni Retirement Plan (IN) 6,376 · 196 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.