Profit Sharing · DOL Form 5500 · 2024
Thedacare Inc. Profit Sharing Plan
Data updated 2026-08-06
- $838M
- Total assets
- 6,180
- Participants
- 98th
- Percentile by assets
- $135,538
- Avg per participant
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.
- 98th percentile by assets (of 116,472 plans)
- #15,336 in Healthcare & Social Assistance (15,613 peers)
Coverage in Wisconsin
Thedacare Retirement and 403(b) Savings Plan covers 6,180 participants in Wisconsin, 11x the typical Wisconsin plan (state average ~565 per filing). Assets: $838M.
- $838M
- total plan assets (2024 EOY)
- 6,180
- covered participants
- 98th
- percentile by assets (of 116,472 plans)
- $135,538
- avg assets per participant
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.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 565 participants across 2,767 plans. Thedacare Retirement and 403(b) Savings Plan reports 6,180 participants - 11x that state average ($838M EOY assets).
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.)
| 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.
Thedacare Retirement and 403(b) Savings Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
- 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 $11.6T held by all Form 5500 filers in the national rollup , and 0.007% of 89,805,449 covered participants) - about $135,538 per participant (99% 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 |
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Thedacare Retirement and 403(b) Savings Plan by total assets, not by location.
- 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
- Sutter Health Retirement Income Plan (CA) $865M · 12,414
Frequently Asked Questions
How did Thedacare Retirement and 403(b) Savings Plan assets move in 2024? ▼
How have Thedacare Inc. plan assets changed over time? ▼
Where does Thedacare Retirement and 403(b) Savings Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Thedacare Retirement and 403(b) Savings Plan? ▼
Next read for Thedacare Retirement and 403(b) Savings …
Filing takeaways
Ways to act on Thedacare Retirement and 403(b) Savings Plan's numbers.
- By total assets, Thedacare Retirement and 403(b) Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Wisconsin. Compare plans
- Thedacare Inc.'s sponsor-wide assets have grown 5.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans