Other · DOL Form 5500 · 2024

Partnership Community Health Center Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
131
Participants Small participant base
50th
Percentile by assets National rank
$59,508
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Partnership Community Health Center 403(b) · Sponsored by Partnership Community Health Center · Wisconsin · Healthcare & Social Assistance

$8M in assets, 131 participants

Partnership Community Health Center's Partnership Community Health Center 403(b) reported $8M in total assets and 131 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #9,359 in Healthcare & Social Assistance (16,916 peers)

Coverage in Wisconsin

Partnership Community Health Center 403(b) covers 131 participants in Wisconsin, about 23% of the average Wisconsin filer (state average ~563 per filing). Assets: $8M.

#9,359
in Healthcare & Social Assistance (16,916 peers)
+20.1%
assets growth YoY

Partnership Community Health Center 403(b)'s mid-pack asset rank among Healthcare & Social Assistance and all filers

Partnership Community Health Center 403(b) vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$7,795,551 Top 50% higher than 50% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Partnership Community Health Center 403(b) 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. Partnership Community Health Center 403(b) sits mid-pack in the medium band (131 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Partnership Community Health Center 403(b) end-of-year assets rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Partnership Community Health Center 403(b) reported participants rose from 120 in the plan year 2023 filing to 131 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 202090446 · Partnership Community Health Center PY 2024 · Other

Partnership Community Health Center 403(b) · $8M · 131 · 50th

  • VS-ST $8M
  • VS-ST 131
  • VS-ST 50th
  • VS-ST Other
  • VS-ST near Ethos Retirement Plan
  • VS-ST ind #9359

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 →

Partnership Community Health Center 403(b) in the asset neighbourhood

Partnership Community Health Center 403(b)Partnership Community Health…$8MEthos Retirement Plan$8MMental Health Association, Inc. 403(b) Retirement PlanMental Health Association, I…$8MYeshiva Har Torah 403(b) DC PlanYeshiva Har Torah 403(b) DC …$8MGrid Alternatives, Inc. 403(b) PlanGrid Alternatives, Inc. 403(…$8M
End-of-year total assets ($M) among Partnership Community Health Center 403(b) and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN202090446
Plan Effective Date2005-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Partnership Community Health Center)

Sponsor-wide plan assets over time

All Partnership Community Health Center plans reported in each filing year

Latest sponsor-wide plan assets
$8M 49.09559211247305% vs 2022
2024 filing year
$4M$5M$6M$7M$8M$9M 202220232024 $5.23M $7.8M ▲ +49.1%
Year Plans Participants Total Assets
2022 1 131 $5M
2023 1 120 $6M
2024 1 131 $8M

Nearby Other Plans in Wisconsin

Peer Other plans, same state, same plan type, ranked by total assets.

Partnership Community Health Center 403(b) vs. nearby Other plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants Partnership Community Health Center 403(b), Total assets ($B): 0.007795551 · Participants: 131Partnership Community Health Center 403(b)The Medical College of Wisconsin, Inc. Retirement Plan, Total assets ($B): 2.596857221 · Participants: 6796The Medical College of Wisconsin, Inc. Retirement PlanFroedtert Health, Inc. 403(b) Plan, Total assets ($B): 2.179088919 · Participants: 15736Froedtert Health, Inc. 403(b) PlanUniversity of Wisconsin Medical Foundation Physicians Retirement Plan, Total assets ($B): 1.422494344 · Participants: 2091University of Wisconsin Medical Foundation Physicians Retirement PlanChildren's Hospital and Health System Shared Retirement Savings Plan, Total assets ($B): 1.013041993 · Participants: 6717Children's Hospital and Health System Shared Retirement Savings PlanMarquette University Retirement Plan, Total assets ($B): 0.926033149 · Participants: 3173Marquette University Retirement Plan
Partnership Community Health Center 403(b) vs. nearby Other plans in Wisconsin, assets vs. participants

Partnership Community Health Center 403(b)'s out-of-state Other peers by assets and headcount

Outside Wisconsin, the nearest Other by assets is Ethos Retirement Plan in MA ($8M); by covered participants it is Cathedral Home for Children Retirement Plan in WY (131 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (131 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.

Frequently Asked Questions

How did Partnership Community Health Center 403(b) assets move in 2024?
Partnership Community Health Center 403(b) grew sharply - up 20.1% during 2024, from $6M to $8M. Reported net income was $1M.
How have Partnership Community Health Center plan assets changed over time?
Across 3 plan years on file (2022-2024), Partnership Community Health Center's sponsor-wide assets grew 49.1%, from $5M to $8M.
Which Other plans are similar in size to Partnership Community Health Center 403(b)?
Among Other plans in other states, the closest by assets is Ethos Retirement Plan in MA ($8M, 135 participants).
Which Other plans cover a similar participant headcount to Partnership Community Health Center 403(b)?
Among Other plans in other states, the closest by covered participants is Cathedral Home for Children Retirement Plan in WY (131 participants, $5M in assets).