University of Wisconsin Medical Foundation 401(k) and retirement plans

University of Wisconsin Medical Foundation, Inc, Middleton, WI. EIN 39-1824445. Annual reports 2009–2024. Also filed as University of Wisconsin Medical Foundation, Inc.

University of Wisconsin Medical Foundation, Inc has 2 active retirement plans on file. The largest is the University of Wisconsin Medical Foundation, Inc Employees 401(k) /PROFIT Sharing Plan, with 5,133 participants and $768 million in assets in 2024. Fidelity has been its recordkeeper since 2014. No traditional pension plan appears in University of Wisconsin Medical Foundation's filings since 2009.

Active plans: 2
Participants: 7,746
Plan assets: $2.2 billion
401(k) recordkeeper: Fidelity
Plans on file: 2
Industry: Health care

All 2 plans

Active plans first

University of Wisconsin Medical Foundation, Inc Employees 401(k) /PROFIT Sharing Plan

401(k)Active

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

Plan number: 002Employer EIN 39-1824445
Participants (2024): 5,133
Net assets (2024): $768 million
Recordkeeper: FidelityEarlier: Wells Fargo (2009–2013)
Plan administrator: University of Wisconsin Medical Foundation, Inc
7974 Uw Health CT
Middleton, WI 53562
(608) 821-4153As filed for 2024
In effect since: January 1, 1997

Earlier plan names: Uwmf, Inc. Employees 401(k) /PROFIT Sharing Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	5,133	$768 million	Fidelity
2023	5,073	$669 million	Fidelity
2022	4,866	$567 million	Fidelity
2021	4,585	$676 million	Fidelity
2020	4,191	$588 million	Fidelity
2019	4,190	$519 million	Fidelity
2018	4,031	$435 million	Fidelity
2017	4,043	$460 million	Fidelity
2016	3,855	$392 million	Fidelity
2015	3,791	$363 million	Fidelity
2014	3,582	$367 million	Fidelity
2013	3,465	$350 million	Wells Fargo
2012	3,258	$297 million	Wells Fargo
2011	3,157	$266 million	Wells Fargo
2010	3,097	$270 million	Wells Fargo
2009	3,080	$236 million	Wells Fargo

University of Wisconsin Medical Foundation Physicians Retirement Plan

Defined contribution planActive

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

Plan number: 001Employer EIN 39-1824445
Participants (2024): 2,613
Net assets (2024): $1.4 billion
Recordkeeper: FidelityEarlier: Wells Fargo (2009–2013)
Plan administrator: University of Wisconsin Medical Foundation, Inc.
7974 Uw Health CT
Middleton, WI 53562
(608) 821-4153As filed for 2024
In effect since: January 1, 1996

Earlier plan names: Uwmf, Inc. Physicians Money Purchase Pension Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,613	$1.4 billion	Fidelity
2023	2,676	$1.3 billion	Fidelity
2022	2,239	$1.1 billion	Fidelity
2021	2,255	$1.3 billion	Fidelity
2020	2,190	$1.1 billion	Fidelity
2019	2,126	$1.0 billion	Fidelity
2018	2,075	$837 million	Fidelity
2017	1,997	$891 million	Fidelity
2016	1,948	$751 million	Fidelity
2015	1,887	$671 million	Fidelity
2014	1,819	$662 million	Fidelity
2013	1,775	$612 million	Wells Fargo
2012	1,759	$485 million	Wells Fargo
2011	1,662	$421 million	Wells Fargo
2010	1,602	$432 million	Wells Fargo
2009	1,594	$366 million	Wells Fargo

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the University of Wisconsin Medical Foundation, Inc Employees 401(k) /PROFIT Sharing 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 ((608) 821-4153). 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

University of Wisconsin Medical Foundation, Inc Employees 401(k) /PROFIT Sharing Plan

University of Wisconsin Medical Foundation Physicians Retirement Plan

If you had money in one of these plans

What these numbers are

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