401(k) · DOL Form 5500 · 2024
Bellin Health Systems, Inc. 401(k) Plan
Data updated 2026-08-11
- $862M
- Total assets
- 5,534
- Participants
- 98th
- Percentile by assets
- $155,744
- Avg per participant
Official DOL plan name: Bellin Health 401(k) Retirement Plan · Sponsored by Bellin Health Systems, Inc. · Wisconsin · Healthcare & Social Assistance
$862M in assets, 5,534 participants
Bellin Health Systems, Inc.'s Bellin Health 401(k) Retirement Plan reported $862M in total assets and 5,534 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 123,622 plans)
- #16,632 in Healthcare & Social Assistance (16,916 peers)
Coverage in Wisconsin
Bellin Health 401(k) Retirement Plan covers 5,534 participants in Wisconsin, 9.8x the typical Wisconsin plan (state average ~563 per filing). Assets: $862M.
- $862M
- total plan assets (2024 EOY)
- 5,534
- covered participants
- 98th
- percentile by assets (of 123,622 plans)
- $155,744
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bellin Health 401(k) Retirement Plan reported net income fell from $177M in the plan year 2023 filing to $105M in the plan year 2024 filing.
- Bellin Health 401(k) Retirement Plan end-of-year assets rose from $757M in the plan year 2023 filing to $862M in the plan year 2024 filing.
- Bellin Health 401(k) Retirement Plan reported participants rose from 5,261 in the plan year 2023 filing to 5,534 in the plan year 2024 filing.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Bellin Health 401(k) Retirement Plan reports 5,534 participants - 9.8x that state average ($862M EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $757M |
|---|---|
| Net Assets (End of Year) | $862M |
| Net Income | $105M |
| Employer EIN | 391512904 |
| Plan Effective Date | 2001-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bellin Health Systems, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,696 | $579M |
| 2023 | 1 | 5,261 | $757M |
| 2024 | 1 | 5,534 | $862M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Bellin Health 401(k) Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Scale composition for Bellin Health 401(k) Retirement Plan
Bellin Health 401(k) Retirement Plan reports $862M in end-of-year assets across 5,534 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $155,744 per participant (1.1x the national average assets-per-participant) . Net income for plan year 2024 was $105M.
This plan identity (EIN 391512904, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $579M to $862M (+48.7%) while covered participants moved from 4,696 to 5,534 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 4,696 | $579M | Open filing |
| 2023 | 5,261 | $757M | Open filing |
| 2024 · index core | 5,534 | $862M | This page |
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Bellin Health 401(k) Retirement Plan by total assets, not by location.
- Caliber Holdings LLC Retirement Savings Plan (TX) $862M · 35,161
- Applied Industrial Technologies, Inc. Retirement Savings Plan (OH) $862M · 5,000
- Factset Research Systems Inc. Plan (CT) $863M · 2,410
- Greif 401(k) Retirement Plan (OH) $863M · 6,890
Frequently Asked Questions
How did Bellin Health 401(k) Retirement Plan assets move in 2024? ▼
How have Bellin Health Systems, Inc. plan assets changed over time? ▼
Where does Bellin Health 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Bellin Health 401(k) Retirement Plan? ▼
Next read for Bellin Health 401(k) Retirement Plan
Filing takeaways
Ways to act on Bellin Health 401(k) Retirement Plan's numbers.
- By total assets, Bellin Health 401(k) Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
- Bellin Health Systems, Inc.'s sponsor-wide assets have grown 48.7% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans