Rogers Memorial Hospital, Inc. 401(k) Plan: Login, Facts & Contact Information

Rogers Memorial Hospital, Inc. 401(k) Plan Facts

Plan name
ROGERS MEMORIAL HOSPITAL, INC. 401(K) PLAN
Plan type
401(k) with employer contributions
Plan sponsor
ROGERS MEMORIAL HOSPITAL, INC
Participants
4,786 (2,738 active employees)
Former employees with a balance
1,406
Plan assets
$145,648,389 at Dec 31, 2024
Average account balance
$36,231 across 4,020 accounts
Employer contributions
$7,143,578 in plan year 2024 (33% of all contributions)
Recordkeeper
Transamerica Retirement Solutions
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Nov 1, 2001
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window— Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Dec 16, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $21.9 million went into the plan in contributions, $7.14 million of it from the employer (33%).
  • $22.1 million was paid out to participants.
  • Investment and other income added $18.0 million.
  • Administrative expenses were $384,609, about $96 per account.

How the Rogers Memorial Hospital, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20192,868$69.8 million$3.70 million$5.11 million
20203,190$90.6 million$4.72 million$5.22 million
20213,533$112.1 million$5.48 million$9.00 million
20223,960$103.0 million$6.35 million$9.44 million
20234,936$128.3 million$6.44 million$13.8 million
20244,786$145.6 million$7.14 million$22.1 million

Rogers Memorial Hospital, Inc. 401(k) Contact Information

Phone
262-646-4411
Mailing address
34700 VALLEY ROAD, OCONOMOWOC WI 53066
Plan sponsor
ROGERS MEMORIAL HOSPITAL, INC
Employer identification number (EIN)
39-1139101
Plan number
002

Questions about the Rogers Memorial Hospital, Inc. 401(k)

Does Rogers Memorial Hospital, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $7.14 million, 33% of all contributions.

Does the Rogers Memorial Hospital, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Rogers Memorial Hospital, Inc 401(k) plan?

4,786 participants at the start of plan year 2024, 2,738 of them active employees, and 1,406 former employees who still had money in the plan.

What is the average 401(k) balance at Rogers Memorial Hospital, Inc?

About $36,231 per account: $145.6 million in plan assets across 4,020 accounts with a balance at the end of plan year 2024.

Who manages the Rogers Memorial Hospital, Inc 401(k) accounts?

Transamerica (listed on the filing as TRANSAMERICA RETIREMENT SOLUTIONS) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Rogers Memorial Hospital, Inc. How do I access my 401(k)?

Your account stays with Transamerica after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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