Froedtert Thedacare Health pension plans

Froedtert Thedacare Health, Inc., Menomonee Falls, WI. EIN 39-2014409. Annual reports 2009–2025. Also filed as Community Memorial Hospital of Menomonee Falls, Inc.; Froedtert Health, Inc.; Froedtert Health, Inc; Froedtert Memorial Lutheran Hospital, Inc.

Froedtert Thedacare Health, Inc. has 5 active retirement plans on file. The largest is the Froedtert Health, Inc. 401(A) Retirement Plan, with 2,457 participants and $131 million in assets in 2025.

Active plans
5
Participants
24,663
Plan assets
$2.5 billion
Plans on file
6
Industry
Health care

All 6 plans

Active plans first

Froedtert Health, Inc. 401(A) Retirement Plan

Defined contribution planActive

Active. The plan filed its annual report for the 2025 plan year.

Plan number
002Employer EIN 39-2014409
Participants (2025)
2,457
Net assets (2025)
$131 million
Last listed recordkeeper
Transamerica2009–2018
Plan administrator
Froedtert Thedacare Health, Inc.
400 Woodland Prime, Suite 302, N74 W12501 Leatherwood Court
Menomonee Falls, WI 53051
(414) 777-1999As filed for 2025
In effect since
February 1, 2001

Plans merged into this one: Froedtert Memorial Lutheran Hospital/Froedtert Health Pension Plan (2015).

Earlier sponsors: Community Memorial Hospital of Menomonee Falls, Inc. (2009); Froedtert Health, Inc. (2010–2023).

Earlier plan names: CHCS of Menomonee Falls Retirement Plan; Froedtert & Community Health, Inc. Retirement Plan; Froedtert Health, Inc 401(A) Retirement Plan.

Year by year, 2009 to 2025
Plan yearParticipantsNet assetsRecordkeeper
20252,457$131 millionnot listed
20242,648$126 millionnot listed
20232,746$124 millionnot listed
20222,937$123 millionnot listed
20212,364$106 millionnot listed
20202,517$104 millionnot listed
20192,680$99.9 millionnot listed
20182,842$88.1 millionTransamerica
20173,225$101 millionTransamerica
2016327$94.2 millionTransamerica
20153,551$95.0 millionTransamerica
20141,348$47.7 millionTransamerica
20131,353$47.6 millionTransamerica
20121,433$43.3 millionTransamerica
20111,494$40.3 millionTransamerica
20101,264$36.1 millionTransamerica
2009778$4.7 millionTransamerica

Froedtert Health, Inc. 403(b) Plan

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
003Employer EIN 39-2014409
Participants (2024)
20,574
Net assets (2024)
$2.2 billion
Last listed recordkeeper
Transamerica2009–2017
Plan administrator
Froedtert Thedacare Health, Inc.
400 Woodland Prime, Ste 302, N74 12501 Leatherwood Court
Menomonee Falls, WI 53051
(414) 777-1986As filed for 2024
In effect since
February 1, 2001

Earlier sponsors: Froedtert & Community Health, Inc. (2009–2013); Froedtert Health, Inc. (2014–2023).

Earlier plan names: Froedtert & Community Health, Inc. 403(b) Plan.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
202420,574$2.2 billionnot listed
202319,728$1.9 billionnot listed
202219,155$1.5 billionnot listed
202116,904$1.6 billionnot listed
202016,119$1.3 billionnot listed
201915,852$1.1 billionnot listed
201814,611$806 millionnot listed
201715,420$795 millionTransamerica
20162,776$638 millionTransamerica
201512,683$549 millionTransamerica
201411,907$505 millionTransamerica
201311,180$439 millionTransamerica
20129,909$337 millionTransamerica
20119,603$260 millionTransamerica
20109,424$221 millionTransamerica
20097,195$123 millionTransamerica

Community Memorial Hospital Retirement Plan

Pension (defined benefit)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
013Employer EIN 39-2014409
Participants (2024)
782
Net assets (2024)
$117 million
Plan administrator
Froedtert Thedacare Health, Inc.
9200 West Wisconsin Avenue
Milwaukee, WI 53226
(414) 805-3000As filed for 2024
In effect since
January 1, 1977

Earlier sponsors: Community Memorial Hospital of Meno. Falls, Inc. (2009–2010); Community Memorial Hospital of Menomonee Falls, Inc. (2011–2013); Froedtert Health, Inc. (2014–2023).

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
2024782$117 millionnot listed
2023785$120 millionnot listed
2022772$111 millionnot listed
2021788$146 millionnot listed
2020787$131 millionnot listed
20191,144$139 millionnot listed
20181,169$111 millionnot listed
20171,186$116 millionnot listed
20161,248$102 millionnot listed
20151,448$103 millionnot listed
20141,457$101 millionnot listed
20131,499$90.8 millionnot listed
20121,516$70.4 millionnot listed
20111,533$60.1 millionnot listed
20101,546$52.1 millionnot listed
20091,562$40.6 millionnot listed

Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
012Employer EIN 39-2014409
Participants (2024)
712
Net assets (2024)
$57.8 million
Last listed recordkeeper
Axa Equitable Life InsuranceEarlier: Axa Equitable (2009–2011)
Plan administrator
Froedtert Thedacare Health, Inc.
400 Woodland Prime, Suite 302, N74 W12501 Leatherwood Court
Menomonee Falls, WI 53051
(414) 777-1999As filed for 2024
In effect since
May 1, 1986

Earlier sponsors: Froedtert Memorial Lutheran Hospital, Inc. (2009–2013); Froedtert Health, Inc. (2014–2023).

Earlier plan names: Froedtert Memorial Lutheran Hospital/Froedtert & Community Health Irc 403(b) Thrift Plan; Fmlh/Froedtert & Community Health Irc 403(b) Thrift Plan.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
2024712$57.8 millionnot listed
2023797$57.7 millionnot listed
2022865$55.5 millionnot listed
2021929$71.5 millionnot listed
20201,021$70.2 millionnot listed
20191,186$70.0 millionnot listed
20181,582$65.9 millionnot listed
20171,678$88.4 millionnot listed
20161,738$82.7 millionnot listed
20151,814$82.7 millionAxa Equitable Life Insurance
20141,903$94.4 millionnot listed
20131,919$97.0 millionnot listed
20122,522$89.4 millionnot listed
20112,450$89.3 millionAxa Equitable
20102,717$96.7 millionAxa Equitable
20091,892$94.1 millionAxa Equitable

Froedtert Hospital Retirement Plan for Certain Former Milwaukee County Employees

Pension (defined benefit)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
010Employer EIN 39-2014409
Participants (2024)
138
Net assets (2024)
$52.9 million
Plan administrator
Froedtert Thedacare Health, Inc.
9200 West Wisconsin Avenue
Milwaukee, WI 53226
(414) 805-3000As filed for 2024
In effect since
January 1, 1992

Earlier sponsors: Froedtert Memorial Lutheran Hospital, Inc. (2009–2013); Froedtert Health, Inc. (2014–2023).

Earlier plan names: Froedtert Hospital Retirment Plan for Certain Former Milwaukee County Employees.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
2024138$52.9 millionnot listed
2023144$56.1 millionnot listed
2022144$54.0 millionnot listed
2021144$76.9 millionnot listed
2020156$77.2 millionnot listed
2019234$77.1 millionnot listed
2018237$64.7 millionnot listed
2017235$68.3 millionnot listed
2016236$59.1 millionnot listed
2015238$57.3 millionnot listed
2014237$57.8 millionnot listed
2013237$53.5 millionnot listed
2012239$45.5 millionnot listed
2011237$39.4 millionnot listed
2010238$36.3 millionnot listed
2009239$30.6 millionnot listed

Froedtert Memorial Lutheran Hospital/Froedtert Health Pension Plan

Money purchase pensionMerged

Merged. In 2015 its assets moved to the Froedtert Health, Inc. 401(A) Retirement Plan, sponsored by Froedtert Thedacare Health, Inc. (EIN 39-2014409, plan 002). Accounts moved with them, so that plan is the one to contact.

Plan number
011Employer EIN 39-2014409
Participants (2014)
2,736
Net assets (2014)
$57.9 million
Plan administrator
Froedtert Health, Inc.
9200 West Wisconsin Avenue
Milwaukee, WI 53226
(414) 805-3000As filed for 2015
In effect since
January 1, 1984

Earlier sponsors: Froedtert Memorial Lutheran Hospital, Inc. (2009–2012); Froedtert Memorial Luthern Hospital, Inc. (2013).

Earlier plan names: Froedtert Memorial Lutheran Hospital, Inc. Money Purchase Pension Plan; Froedtert Memorial Luthern Hospital/Froedtert Health Pension Plan.

Year by year, 2009 to 2015
Plan yearParticipantsNet assetsRecordkeeper
20150$0not listed
20142,736$57.9 millionnot listed
20132,801$58.1 millionnot listed
20122,847$50.9 millionnot listed
20113,304$47.8 millionnot listed
20103,798$50.1 millionnot listed
20093,412$44.9 millionnot listed

If you had money in one of these plans

  1. Or call the plan administrator listed on the plan below ((414) 777-1999). That number was filed for 2025; ask for the benefits or retirement plan office.
  2. If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
  3. Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

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