401(k) · DOL Form 5500 · 2024
Marshfield Clinic, Inc. 401(k) Plan
Data updated 2026-08-25
- $1.8B
- Total assets Very large vs avg
- 10,134
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $177,167
- Avg per participant Above avg balance/head
Official DOL plan name: Marshfield Clinic Salary Reduction Plan · Sponsored by Marshfield Clinic, Inc. · Wisconsin · Healthcare & Social Assistance
$1.8B in assets, 10,134 participants
Marshfield Clinic, Inc.'s Marshfield Clinic Salary Reduction Plan reported $1.8B in total assets and 10,134 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- #16,793 in Healthcare & Social Assistance (16,916 peers)
Coverage in Wisconsin
Marshfield Clinic Salary Reduction Plan covers 10,134 participants in Wisconsin, 18x the typical Wisconsin plan (state average ~563 per filing). Assets: $1.8B.
- #16,793
- in Healthcare & Social Assistance (16,916 peers)
- +4.7%
- assets growth YoY
- 18×
- vs typical plan assets (national mean)
Marshfield Clinic Salary Reduction Plan's outsized position by total assets
Marshfield Clinic Salary Reduction Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,795,406,271 Top 1% higher than 99% 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
Marshfield Clinic Salary Reduction Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Marshfield Clinic Salary Reduction Plan is a mega filing (10,134 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Marshfield Clinic Salary Reduction Plan reported net income fell from $176M in the plan year 2023 filing to $81M in the plan year 2024 filing.
- Marshfield Clinic Salary Reduction Plan reported participants fell from 11,787 in the plan year 2023 filing to 10,134 in the plan year 2024 filing.
- Marshfield Clinic Salary Reduction Plan end-of-year assets rose from $1.7B in the plan year 2023 filing to $1.8B in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 390452970 · Marshfield Clinic, Inc. PY 2024 · 401(k)
Marshfield Clinic Salary Reduction Plan · $1.8B · 10,134 · 99th
- RANK $1.8B
- RANK 10,134
- RANK 99th
- RANK 401(k)
- RANK near Mondelez Global LLC Thrift Plan
- RANK ind #16793
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 →
Marshfield Clinic Salary Reduction Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $1.7B |
|---|---|
| Net Assets (End of Year) | $1.8B |
| Net Income | $81M |
| Employer EIN | 390452970 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Marshfield Clinic, Inc.)
Sponsor-wide plan assets over time
All Marshfield Clinic, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3.1B 6.786339053830599% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 20,155 | $2.9B |
| 2023 | 2 | 20,855 | $3.0B |
| 2024 | 2 | 18,462 | $3.1B |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Scale composition for Marshfield Clinic Salary Reduction Plan
Marshfield Clinic Salary Reduction Plan reports $1.8B in end-of-year assets across 10,134 participants (0.015% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.011% of 93,925,755 covered participants) - about $177,167 per participant (1.3x the national average assets-per-participant) . Net income for plan year 2024 was $81M.
This plan identity (EIN 390452970, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.5B to $1.8B (+16.7%) while covered participants moved from 11,902 to 10,134 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 11,902 | $1.5B | Open filing |
| 2023 | 11,787 | $1.7B | Open filing |
| 2024 · index core | 10,134 | $1.8B | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Employees Retirement Plan of Marshfield Clinic (Money Purchase, $1.3B, 8,328 participants)
Marshfield Clinic Salary Reduction Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Mondelez Global LLC Thrift Plan in IL ($1.8B); by covered participants it is New York Home Health Holdings 401(k) Profit Sharing Plan in NJ (10,130 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.8B here).
- Mondelez Global LLC Thrift Plan (IL) $1.8B · 6,043
- Robinson Companies Retirement Plan (MN) $1.8B · 9,197
- Ss&c Technologies, Inc. 401(k) Retirement Savings Plan (CT) $1.8B · 10,947
- Teamhealth 401(k) Plan (TN) $1.8B · 18,772
Similar participant headcount
Nearest other-state filings by covered participants (10,134 participants); asset peers above are excluded.
- New York Home Health Holdings 401(k) Profit Sharing Plan (NJ) 10,130 · 4 off
- Athena Health Care Associates, Inc. 401(k) Plan (CT) 10,127 · 7 off
- Vitas Healthcare Corporation 401(k) Plan (FL) 10,153 · 19 off
- R.T.G. Furniture Corp. & Affiliates 401(k) Plan (FL) 10,166 · 32 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.