Marshfield Clinic 401(k) and retirement plans

Marshfield Clinic, Inc., Marshfield, WI. EIN 39-0452970. Annual reports 2009–2024. Also filed as Marshfield Clinic.

Marshfield Clinic, Inc. has 2 active retirement plans on file. The largest is the Marshfield Clinic Salary Reduction Plan, with 13,782 participants and $1.8 billion in assets in 2024. Fidelity has been its recordkeeper since 2009. No traditional pension plan appears in Marshfield Clinic's filings since 2009.

Active plans: 2
Participants: 24,037
Plan assets: $3.1 billion
401(k) recordkeeper: Fidelity
Plans on file: 2
Industry: Health care

All 2 plans

Active plans first

Marshfield Clinic Salary Reduction Plan

401(k)Active

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

Plan number: 002Employer EIN 39-0452970
Participants (2024): 13,782
Net assets (2024): $1.8 billion
Recordkeeper: Fidelity2009–2024
Plan administrator: Marshfield Clinic, Inc.
1000 North Oak Avenue
Marshfield, WI 54449
(715) 387-5711As filed for 2024
In effect since: January 1, 1985

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	13,782	$1.8 billion	Fidelity
2023	14,522	$1.7 billion	Fidelity
2022	15,851	$1.5 billion	Fidelity
2021	15,662	$1.9 billion	Fidelity
2020	15,098	$1.6 billion	Fidelity
2019	13,162	$1.4 billion	Fidelity
2018	12,556	$1.2 billion	Fidelity
2017	11,694	$1.3 billion	Fidelity
2016	10,209	$1.1 billion	Fidelity
2015	9,777	$973 million	Fidelity
2014	9,454	$1.0 billion	not listed
2013	9,426	$974 million	not listed
2012	9,288	$796 million	not listed
2011	9,309	$690 million	Fidelity
2010	8,847	$672 million	Fidelity
2009	8,400	$572 million	Fidelity

Employees Retirement Plan of Marshfield Clinic

Money purchase pensionActive

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

Plan number: 001Employer EIN 39-0452970
Participants (2024): 10,255
Net assets (2024): $1.3 billion
Last listed recordkeeper: Fidelity2009–2017
Plan administrator: Marshfield Clinic, Inc.
1000 North Oak Avenue
Marshfield, WI 54449
(715) 387-5711As filed for 2024
In effect since: January 1, 1944

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	10,255	$1.3 billion	not listed
2023	11,730	$1.3 billion	not listed
2022	12,302	$1.3 billion	not listed
2021	11,284	$1.7 billion	not listed
2020	10,985	$1.6 billion	not listed
2019	10,736	$1.6 billion	not listed
2018	9,962	$1.4 billion	not listed
2017	8,805	$1.5 billion	Fidelity
2016	8,553	$1.4 billion	Fidelity
2015	8,492	$1.3 billion	not listed
2014	8,517	$1.4 billion	not listed
2013	8,576	$1.4 billion	not listed
2012	8,372	$1.2 billion	not listed
2011	8,211	$1.1 billion	not listed
2010	8,142	$1.1 billion	not listed
2009	7,777	$940 million	Fidelity

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Marshfield Clinic Salary Reduction Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((715) 387-5711). That number was filed for 2024; ask for the benefits or retirement plan office.
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

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

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

All 2 plans

Marshfield Clinic Salary Reduction Plan

Employees Retirement Plan of Marshfield Clinic

If you had money in one of these plans

What these numbers are

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