Other · DOL Form 5500 · 2024
Cumberland Healthcare Retirement Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 227
- Participants Below avg headcount
- 69th
- Percentile by assets National rank
- $82,367
- Avg per participant Below avg balance/head
Official DOL plan name: Cumberland Healthcare 403(b) Plan · Sponsored by Cumberland Healthcare · Wisconsin · Healthcare & Social Assistance
$19M in assets, 227 participants
Cumberland Healthcare's Cumberland Healthcare 403(b) Plan reported $19M in total assets and 227 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.
- #12,469 in Healthcare & Social Assistance (16,916 peers)
Coverage in Wisconsin
Cumberland Healthcare 403(b) Plan covers 227 participants in Wisconsin, about 40% of the average Wisconsin filer (state average ~563 per filing). Assets: $19M.
- #12,469
- in Healthcare & Social Assistance (16,916 peers)
- +11.6%
- assets growth YoY
Cumberland Healthcare 403(b) Plan's outsized position by total assets
Cumberland Healthcare 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$18,697,365 Top 31% higher than 69% 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
Cumberland Healthcare 403(b) Plan 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. Cumberland Healthcare 403(b) Plan sits mid-pack in the medium band (227 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cumberland Healthcare 403(b) Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Cumberland Healthcare 403(b) Plan end-of-year assets rose from $17M in the plan year 2023 filing to $19M in the plan year 2024 filing.
- Cumberland Healthcare 403(b) Plan reported participants fell from 235 in the plan year 2023 filing to 227 in the plan year 2024 filing.
DOL schedule card
Filing strip 390831153 · Cumberland Healthcare PY 2024 · Other
Cumberland Healthcare 403(b) Plan · $19M · 227 · 69th
- PCT $19M
- PCT 227
- PCT 69th
- PCT Other
- PCT near Indian Creek School 403(b) DC Plan
- PCT ind #12469
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 →
Cumberland Healthcare 403(b) Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $2M |
| Employer EIN | 390831153 |
| Plan Effective Date | 2005-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cumberland Healthcare)
Sponsor-wide plan assets over time
All Cumberland Healthcare plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 23.36133920413729% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 212 | $15M |
| 2023 | 1 | 235 | $17M |
| 2024 | 1 | 227 | $19M |
Nearby Other Plans in Wisconsin
Peer Other plans, same state, same plan type, ranked by total assets.
- The Medical College of Wisconsin, Inc. Retirement Plan $2.6B · 6,796
- Froedtert Health, Inc. 403(b) Plan $2.2B · 15,736
- University of Wisconsin Medical Foundation Physicians Retirement Plan $1.4B · 2,091
- Children's Hospital and Health System Shared Retirement Savings Plan $1.0B · 6,717
- Marquette University Retirement Plan $926M · 3,173
Cumberland Healthcare 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is Indian Creek School 403(b) DC Plan in MD ($19M); by covered participants it is Alliant Health Solutions, Inc. 403(b) Plan in GA (227 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
Similar participant headcount
Nearest other-state filings by covered participants (227 participants); asset peers above are excluded.
- Alliant Health Solutions, Inc. 403(b) Plan (GA) 227 · 0 off
- Family Services, Inc. 403(b) Plan (NY) 227 · 0 off
- Legal Aid Society of San Diego, Inc. 403(b) Plan (CA) 227 · 0 off
- 403(b) Thrift Plan for the Virginia Home Richmond, Virginia (VA) 227 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.