401(k) · DOL Form 5500 · 2024
Bellin Health Systems, Inc. 401(k) Plan
Data updated 2026-08-25
- $862M
- Total assets Above avg plan size
- 5,534
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $155,744
- Avg per participant Above avg balance/head
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.
- #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.
- #16,632
- in Healthcare & Social Assistance (16,916 peers)
- +13.9%
- assets growth YoY
- 8.6×
- vs typical plan assets (national mean)
Bellin Health 401(k) Retirement Plan's outsized position by total assets
Bellin Health 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$861,889,523 Top 2% higher than 98% 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
Bellin Health 401(k) Retirement 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. Bellin Health 401(k) Retirement Plan lands in the large band (5,534 participants).
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.
Form 5500 schedule snapshot
Filing strip 391512904 · Bellin Health Systems, Inc. PY 2024 · 401(k)
Bellin Health 401(k) Retirement Plan · $862M · 5,534 · 98th
- BOY $862M
- SCH 5,534
- EBSA 98th
- PART 401(k)
- TYPE near Caliber Holdings LLC Retirement Savings Plan
- NET ind #16632
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 →
Bellin Health 401(k) Retirement Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Bellin Health Systems, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $862M 48.73808780718156% vs 2022
- 2024 filing year
| 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.
- 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 |
Bellin Health 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Caliber Holdings LLC Retirement Savings Plan in TX ($862M); by covered participants it is Landrum Professional Employer Services Retirement Savings Plan in FL (5,534 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($862M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (5,534 participants); asset peers above are excluded.
- Landrum Professional Employer Services Retirement Savings Plan (FL) 5,534 · 0 off
- Moog Inc. Retirement Savings Plan (NY) 5,536 · 2 off
- Concord Hospitality Enterprises Company, LLC 401(k) Plan (NC) 5,532 · 2 off
- Multicare Health System 401(k) Plan (WA) 5,537 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.