Defined Benefit (Pension) · DOL Form 5500 · 2024
Froedtert South, Inc. Pension Plan
Data updated 2026-08-11
- $236M
- Total assets
- 585
- Participants
- 95th
- Percentile by assets
- $403,215
- Avg per participant
Official DOL plan name: Froedtert South, Inc. Employees' Pension Plan · Sponsored by Froedtert South, Inc. · Wisconsin · Healthcare & Social Assistance
$236M in assets, 585 participants
Froedtert South, Inc.'s Froedtert South, Inc. Employees' Pension Plan reported $236M in total assets and 585 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- 95th percentile by assets (of 123,622 plans)
- #16,131 in Healthcare & Social Assistance (16,916 peers)
Where Froedtert South, Inc. Employees' Pension Plan sits by assets
Froedtert South, Inc. Employees' Pension Plan sits in the top 5% of all filed plans by assets, $236M for 585 participants (~$403,215/participant), down 0.1% in 2024.
- $236M
- total plan assets (2024 EOY)
- 585
- covered participants
- 95th
- percentile by assets (of 123,622 plans)
- $403,215
- avg assets per participant
The plan reported a net loss of $299K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Froedtert South, Inc. Employees' Pension Plan sits by total assets
Froedtert South, Inc. Employees' Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$235,880,842 Top 5% higher than 95% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Froedtert South, Inc. Employees' Pension Plan reported net income rose from -$5M in the plan year 2023 filing to -$299K in the plan year 2024 filing.
- Froedtert South, Inc. Employees' Pension Plan reported participants fell from 637 in the plan year 2023 filing to 585 in the plan year 2024 filing.
- Froedtert South, Inc. Employees' Pension Plan end-of-year assets fell from $236M in the plan year 2023 filing to $236M in the plan year 2024 filing.
Froedtert South, Inc. Employees' Pension Plan vs the 2024 asset distribution
By assets, Froedtert South, Inc. Employees' Pension Plan outranks 95% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 2.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $236M |
|---|---|
| Net Assets (End of Year) | $236M |
| Net Income | -$299K |
| Employer EIN | 390816845 |
| Plan Effective Date | 1961-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Froedtert South, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 4,827 | $319M |
| 2023 | 3 | 5,421 | $337M |
| 2024 | 3 | 4,654 | $355M |
Nearby Defined Benefit (Pension) Plans in Wisconsin
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Froedtert South, Inc. Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
- Building Trades United Pension Trust Fund Milwaukee and Vicinity $3.5B · 10,236
- The Northwestern Mutual Employee Retirement Plan $3.3B · 8,254
- The Northwestern Mutual Life Insurance Company Agents Retirement Plan $2.1B · 7,653
- Harley-Davidson Retirement Plan $1.9B · 1,414
- North Central States Regional Council of Carpenters Pension Fund $1.8B · 5,105
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Froedtert South, Inc. Employees' Pension Plan by total assets, not by location.
- Mitsubishi Motors NA, Inc. - Manufacturing Div Pension Plan for Associates (TN) $236M · N/A
- Bic Corporation Employees' Pension Plan (CT) $236M · 628
- Electrician's Retirement Fund (NY) $236M · 835
- Mcasf Local 725 Pension Plan (FL) $235M · 982
Frequently Asked Questions
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Next read for Froedtert South, Inc. Employees' Pension…
Scale reading
Ways to act on Froedtert South, Inc. Employees' Pension Plan's numbers.
- By total assets, Froedtert South, Inc. Employees' Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Wisconsin. Compare plans
- Froedtert South, Inc.'s sponsor-wide assets have grown 11.5% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans