401(k) · DOL Form 5500 · 2024
Avanti Health Systems 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 211
- Participants Below avg headcount
- 46th
- Percentile by assets National rank
- $29,891
- Avg per participant Low balance/head
Official DOL plan name: Villa Maria Health and Rehabilitation 401(k) Profit Sharing Plan and Trust · Sponsored by Avanti Health Systems · Wisconsin · Healthcare & Social Assistance
$6M in assets, 211 participants
Avanti Health Systems's Villa Maria Health and Rehabilitation 401(k) Profit Sharing Plan and Trust reported $6M in total assets and 211 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.
- #8,527 in Healthcare & Social Assistance (16,916 peers)
Coverage in Wisconsin
Villa Maria Health and Rehabilitation 401(k) Profit Sharing Plan and Trust covers 211 participants in Wisconsin, about 37% of the average Wisconsin filer (state average ~563 per filing). Assets: $6M.
- #8,527
- in Healthcare & Social Assistance (16,916 peers)
- -11.8%
- assets change YoY
The plan reported a net loss of $844K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Villa Maria Health and Rehabilitation 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers
Villa Maria Health and Rehabilitation 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,306,911 46th percentile higher than 46% 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
Villa Maria Health and Rehabilitation 401(k) Profit Sharing Plan and Trust 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. Villa Maria Health and Rehabilitation 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (211 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Villa Maria Health and Rehabilitation 401(k) Profit Sharing Plan and Trust reported net income fell from $211K in the plan year 2023 filing to -$844K in the plan year 2024 filing.
- Villa Maria Health and Rehabilitation 401(k) Profit Sharing Plan and Trust end-of-year assets fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Villa Maria Health and Rehabilitation 401(k) Profit Sharing Plan and Trust reported participants fell from 225 in the plan year 2023 filing to 211 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 331016260 · Avanti Health Systems PY 2024 · 401(k)
Villa Maria Health and Rehabilitation 401(k) Profit Sharing Plan and Trust · $6M · 211 · 46th
- SCH $6M
- EBSA 211
- PART 46th
- TYPE 401(k)
- NET near Crusader Paper Co., Inc. 401(k) Plan
- BOOK ind #8527
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 →
Villa Maria Health and Rehabilitation 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$844K |
| Employer EIN | 331016260 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Avanti Health Systems)
Sponsor-wide plan assets over time
All Avanti Health Systems plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 9.11399084988192% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 233 | $7M |
| 2023 | 1 | 225 | $7M |
| 2024 | 1 | 211 | $6M |
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
Villa Maria Health and Rehabilitation 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Crusader Paper Co., Inc. 401(k) Plan in MA ($6M); by covered participants it is Greater Texas Federal Credit Union 401(k) Plan in TX (211 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (211 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.