401(k) · DOL Form 5500 · 2024

Rogers Memorial Hospital, Inc 401(k) Plan

Data updated 2026-08-11

$146M
Total assets
2,877
Participants
93rd
Percentile by assets
$50,625
Avg per participant
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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.

  • 93rd percentile by assets (of 123,622 plans)
  • #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.

$146M
total plan assets (2024 EOY)
2,877
covered participants
93rd
percentile by assets (of 123,622 plans)
$50,625
avg assets per participant

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 →

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Rogers Memorial Hospital, Inc. 401(k) Plan reports 2,877 participants - 5.1x that state average ($146M EOY assets).

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)

$80M$100M$120M$140M$160M 202220232024 $103M $146M ▲ +41.4%
Total plan assets by year, all Rogers Memorial Hospital, Inc plans on file
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

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 Hosp…Advocate Aurora Heal…Johnson Controls Ret…Fiserv 401(k) Saving…Kimberly-Clark Corpo…Rockwell Automation …
Rogers Memorial Hospital, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Rogers Memorial Hospital, Inc. 401(k) Plan by total assets, not by location.

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).

Next read for Rogers Memorial Hospital, Inc. 401(k) Pl…

Filing takeaways

Ways to act on Rogers Memorial Hospital, Inc. 401(k) Plan's numbers.