401(k) · DOL Form 5500 · 2024

Rogers Memorial Hospital, Inc 401(k) Plan

Data updated 2026-08-25

$146M
Total assets Near avg plan size
2,877
Participants Above avg headcount
93rd
Percentile by assets National rank
$50,625
Avg per participant Low balance/head
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Official DOL plan name: Rogers Memorial Hospital, Inc. 401(k) Plan · Sponsored by Rogers Memorial Hospital, Inc · Wisconsin · Healthcare & Social Assistance

$146M in assets, 2,877 participants

Rogers Memorial Hospital, Inc's Rogers Memorial Hospital, Inc. 401(k) Plan reported $146M in total assets and 2,877 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #15,844 in Healthcare & Social Assistance (16,916 peers)

Coverage in Wisconsin

Rogers Memorial Hospital, Inc. 401(k) Plan covers 2,877 participants in Wisconsin, 5.1x the typical Wisconsin plan (state average ~563 per filing). Assets: $146M.

#15,844
in Healthcare & Social Assistance (16,916 peers)
+13.5%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Rogers Memorial Hospital, Inc. 401(k) Plan's outsized position by total assets

Rogers Memorial Hospital, Inc. 401(k) Plan vs every filed plan by assets

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

$145,648,389 Top 7% higher than 93% 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

Rogers Memorial Hospital, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rogers Memorial Hospital, Inc. 401(k) Plan lands in the large band (2,877 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rogers Memorial Hospital, Inc. 401(k) Plan reported net income fell from $25M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Rogers Memorial Hospital, Inc. 401(k) Plan reported participants fell from 3,416 in the plan year 2023 filing to 2,877 in the plan year 2024 filing.
  • Rogers Memorial Hospital, Inc. 401(k) Plan end-of-year assets rose from $128M in the plan year 2023 filing to $146M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 391139101 · Rogers Memorial Hospital, Inc PY 2024 · 401(k)

Rogers Memorial Hospital, Inc. 401(k) Plan · $146M · 2,877 · 93rd

  • EIN $146M
  • EIN 2,877
  • EIN 93rd
  • EIN 401(k)
  • EIN near Unity 401(k) Pooled Employer Plan
  • EIN ind #15844

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 →

Rogers Memorial Hospital, Inc. 401(k) Plan in the asset neighbourhood

Sonalysts, Inc. Retirement and Savings PlanSonalysts, Inc. Retirement a…$146MBoise Cascade Company Hourly Savings PlanBoise Cascade Company Hourly…$146MRogers Memorial Hospital, Inc. 401(k) PlanRogers Memorial Hospital, In…$146MUnity 401(k) Pooled Employer PlanUnity 401(k) Pooled Employer…$146MBoart Longyear Company 401(k) Savings PlanBoart Longyear Company 401(k…$146M
End-of-year total assets ($M) among Rogers Memorial Hospital, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$128M
Net Assets (End of Year)$146M
Net Income$17M
Employer EIN391139101
Plan Effective Date2001-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rogers Memorial Hospital, Inc)

Sponsor-wide plan assets over time

All Rogers Memorial Hospital, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$146M 41.36186332312252% vs 2022
2024 filing year
$80M$100M$120M$140M$160M 202220232024 $103M $146M ▲ +41.4%
Year Plans Participants Total Assets
2022 1 2,729 $103M
2023 1 3,416 $128M
2024 1 2,877 $146M

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Rogers Memorial Hospital, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Rogers Memorial Hospital, Inc. 401(k) Plan, Total assets ($B): 0.145648389 · Participants: 2877Rogers Memorial Hospital, Inc. 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Rogers Memorial Hospital, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Rogers Memorial Hospital, Inc. 401(k) Plan side-by-side with 3 peers →

Rogers Memorial Hospital, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Unity 401(k) Pooled Employer Plan in CA ($146M); by covered participants it is Fast Pace Medical Clinic, PLLC 401(k) Plan in TN (2,877 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($146M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,877 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 Rogers Memorial Hospital, Inc. 401(k) Plan assets move in 2024? ▼
Rogers Memorial Hospital, Inc. 401(k) Plan grew at a solid clip - up 13.5% during 2024, from $128M to $146M. Reported net income was $17M.
How have Rogers Memorial Hospital, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rogers Memorial Hospital, Inc's sponsor-wide assets grew 41.4%, from $103M to $146M.
Where does Rogers Memorial Hospital, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Rogers Memorial Hospital, Inc. 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Rogers Memorial Hospital, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Unity 401(k) Pooled Employer Plan in CA ($146M, 1,334 participants).
Which 401(k) plans cover a similar participant headcount to Rogers Memorial Hospital, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fast Pace Medical Clinic, PLLC 401(k) Plan in TN (2,877 participants, $20M in assets).

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 391139101.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.