Plan Ledger DOL Form 5500 · updated monthly

Baldwin Area Medical Center, Inc.403(b)

WESTERN WISCONSIN HEALTH 403(B) PLAN · BALDWIN, WI · plan year 2024

Reported admin expense ratio · 2024
0.33%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Baldwin Area Medical Center, Inc. reported $125,414 in plan administrative expenses for 2024: 0.33% of average plan assets, above the peer median. Employer contributions averaged $1,963 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.27% to 0.33%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 483rd-largest of 1,936 plans among Wisconsin employers on file, and the 2,201st of 11,911 in health care & social assistance. In 2024, employees put in $2.11 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$40,989,540
Participants with balances722
Active participants456
Employer contributions$895,018
Employee contributions$1,887,834
Employer contribution per active participant$1,963
Average account balance$56,772
Benefits paid to participants$3,220,848
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$41.0M · 722 accts · $895K emplr
2023$35.5M · 639 accts · $791K emplr
2022$30.6M · 589 accts · $772K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$125,364
Total administrative$125,414
Employer contributions to the Baldwin Area Medical Center, Inc. plan · 2024
Employer contribution per active participant$1,963
Median for plans this size$2,416
2024$1,963 per active participant
2023$1,897 per active participant
2022$1,779 per active participant

Baldwin Area Medical Center, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
VOYA RETIREMENT INSURANCE & ANNUITY · Recordkeeping$125,414

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Voya
2023Voya

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$125,414 · 0.33%
2023$100,284 · 0.30%
2022$87,066 · 0.27%
Same employer
Similar plansHealth Care & Social Assistance · Wisconsin
Hudson Physicians, Sc WI$42.8M · 0.20%
Prairie Ridge Health, Inc. WI$41.6M · 0.19%
Agrace Hospicecare WI$41.6M · 0.08%
My Choice Wisconsin, Inc. WI$41.5M · 0.40%
Richland Hospital, Inc. WI$39.3M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390808526 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.