University Of Wisconsin Medical Foundation, Inc. 401(k) Plan: Login, Facts & Contact Information

University Of Wisconsin Medical Foundation, Inc. 401(k) Plan Facts

Plan name
UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION, INC EMPLOYEES 401(K)/PROFIT SHARING PLAN
Plan type
401(k) and profit sharing
Plan sponsor
UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION, INC
Participants
5,073 (3,273 active employees)
Former employees with a balance
1,797
Plan assets
$767,690,776 at Dec 31, 2024
Average account balance
$153,079 across 5,015 accounts
Employer contributions
$22,310,917 in plan year 2024 (39% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1997
— 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 Oct 9, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $56.8 million went into the plan in contributions, $22.3 million of it from the employer (39%).
  • $53.0 million was paid out to participants.
  • Investment and other income added $95.1 million.
  • Administrative expenses were $254,897, about $51 per account.

How the University Of Wisconsin Medical Foundation, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20194,031$532.0 million$15.1 million$41.5 million
20204,190$587.7 million$15.4 million$39.5 million
20214,191$675.5 million$16.7 million$39.4 million
20224,585$566.9 million$18.3 million$44.0 million
20234,866$669.1 million$20.0 million$46.9 million
20245,073$767.7 million$22.3 million$53.0 million

University Of Wisconsin Medical Foundation, Inc. 401(k) Contact Information

Phone
608-821-4153
Mailing address
7974 UW HEALTH CT, MIDDLETON WI 53562
Plan sponsor
UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION, INC
Employer identification number (EIN)
39-1824445
Plan number
002

Questions about the University Of Wisconsin Medical Foundation, Inc. 401(k)

Does University Of Wisconsin Medical Foundation, Inc contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500. It did report $22.3 million in employer contributions for plan year 2024.

Does the University Of Wisconsin Medical Foundation, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the University Of Wisconsin Medical Foundation, Inc 401(k) plan?

5,073 participants at the start of plan year 2024, 3,273 of them active employees, and 1,797 former employees who still had money in the plan.

What is the average 401(k) balance at University Of Wisconsin Medical Foundation, Inc?

About $153,079 per account: $767.7 million in plan assets across 5,015 accounts with a balance at the end of plan year 2024.

Who manages the University Of Wisconsin Medical Foundation, Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at University Of Wisconsin Medical Foundation, Inc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits 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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