Money Purchase · DOL Form 5500 · 2024
Employees Retirement Plan of Marshfield Clinic
ERISA Form 5500 plan record drawn from DOL EBSA, verify with linked source filings below.
- $1.3B
- Total assets
- 8,328
- Participants
- 98th
- Percentile by assets
Sponsored by Marshfield Clinic, Inc. · Wisconsin · Healthcare & Social Assistance
What the 2024 filing shows
Employees Retirement Plan of Marshfield Clinic holds $1.3B for 8,328 participants - about $151,963 per participant, in the top 5% of all filed plans by assets, down 4.6% over the 2024 plan year.
- $1.3B
- total plan assets (2024 EOY)
- 8,328
- covered participants
- 98th
- percentile by assets (of 67,083 plans)
- $151,963
- avg assets per participant
The plan reported a net loss of $62M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What the Filing Says About Employees Retirement Plan of Marshfield Clinic
Employees Retirement Plan of Marshfield Clinic is a Money Purchase retirement plan sponsored by Marshfield Clinic, Inc., headquartered in Wisconsin. As of the 2024 Form 5500 filing, the plan reports $1.3B in total end-of-year assets and covers 8,328 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 390452970, and the plan has been effective since 1944-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $1.3B at the beginning of 2024 to $1.3B at year-end - a decline of 4.6%. Net assets (after liabilities) closed the year at $1.3B, with reported net income of $-61,572,782 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $1.3B |
| Total Assets (End of Year) | $1.3B |
| Net Assets (End of Year) | $1.3B |
| Net Income | $-61,572,782 |
| Plan Type | Money Purchase |
| Employer EIN | 390452970 |
| Plan Effective Date | 1944-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Marshfield Clinic, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 20,155 | $2.9B |
| 2023 | 2 | 20,855 | $3.0B |
| 2024 | 2 | 18,462 | $3.1B |
Nearby Money Purchase Plans in Wisconsin
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Employees Retirement Plan of Marshfield Clinic $1.3B · 9,068
- Telephone and Data Systems, Inc. Pension Plan $471M · 5,421
- Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan $429M · 1,896
- North Central States Regional Council of Carpenters Supplemental Retirement Plan $311M · 10,094
- Aspirus, Inc. Frozen 401(a) Plan $135M · 2,354
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Frequently Asked Questions
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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 390452970.
Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology - how this data is sourced, computed, and verified.