Defined Benefit (Pension) · DOL Form 5500 · 2024
Froedtert South, Inc. Pension Plan
Data updated 2026-08-25
- $236M
- Total assets Near avg plan size
- 585
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $403,215
- Avg per participant High balance/head
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.
- #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.
- #16,131
- in Healthcare & Social Assistance (16,916 peers)
- -0.1%
- assets change YoY
- 2.4×
- vs typical plan assets (national mean)
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.
Froedtert South, Inc. Employees' Pension Plan's outsized position 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
Froedtert South, Inc. Employees' Pension 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. Froedtert South, Inc. Employees' Pension Plan sits mid-pack in the medium band (585 participants).
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.
Form 5500 schedule snapshot
Filing strip 390816845 · Froedtert South, Inc. PY 2024 · Defined Benefit (Pension)
Froedtert South, Inc. Employees' Pension Plan · $236M · 585 · 95th
- VS-ST $236M
- VS-ST 585
- VS-ST 95th
- VS-ST Defined Benefit (Pension)
- VS-ST near Mitsubishi Motors NA, Inc. - Manufacturing Div Pension Plan for Associates
- VS-ST ind #16131
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 →
Froedtert South, Inc. Employees' Pension Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Froedtert South, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $355M 11.520866143137038% vs 2022
- 2024 filing year
| 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.
- 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
Froedtert South, Inc. Employees' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Mitsubishi Motors NA, Inc. - Manufacturing Div Pension Plan for Associates in TN ($236M); by covered participants it is Gate Gourmet, Inc. Defined Benefit Pension Plan in VA (586 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($236M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (585 participants); asset peers above are excluded.
- Gate Gourmet, Inc. Defined Benefit Pension Plan (VA) 586 · 1 off
- Northwest Airlines Pension Plan for Salaried Employees (GA) 584 · 1 off
- Gatx Corporation Noncontributory Pension Plan for Salaried Employees (IL) 583 · 2 off
- IBEW Local Nos 570 & 518 and Southern Az Chapt NECA Pension Plan (AZ) 583 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.