Back to filter
Original filing (PDF)20251231132009NAL0011616035001
ASSOCIATED PATHOLOGISTS, SC
Form 5500-SF
FILING_RECEIVED
ASSOCIATED PATHOLOGISTS, S.C. CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
13
Accounts w/ balance
—
Plan assets (EOY)
$4.5M
Net assets (EOY)
$4.5M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
75
Participation health
100
Knocking points off
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ASSOCIATED PATHOLOGISTS, SC.
Plan sponsor
Name
ASSOCIATED PATHOLOGISTS, SC
EIN
39-1145163
Address
1221 JOHN Q. HAMMONS DRIVE · MADISON, WI · 53717
Phone
(608) 831-8181
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-10-01
Tax period
2025-09-30
Filed
2025-12-31
Pension benefit codes
1C · Cash balance or similar hybrid DB
1I · Frozen plan — no new benefit accrual
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Offices of Physicians plans
MEASURE HEALTH INNOVATIONS, LLC
MEASURE HEALTH INNOVATIONS 401(K) PLAN
$4.5M · 280 participants
ACCESS EYE CENTERS, INC.
ACCESS EYE EMPLOYEES' RETIREMENT PLAN
$4.5M · 39 participants
CSE MEDICAL GROUP, INC.
CSE MEDICAL GROUP, INC. 401(K) PLAN
$4.5M · 21 participants
KIM P CORY
NONE
$4.5M · 5 participants
MOUNT VERNON REHABILITATION MEDICINE ASSOCIATES
MOUNT VERNON REHABILITATION MEDICINE ASSOCIATES 401(K) PLAN
$4.5M · 7 participants
DRS SWANN & TALLENT P.A.
DRS SWANN & TALLENT P.A. 401(K) PLAN
$4.5M · 15 participants
Large plans in Wisconsin
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS RETIREMENT SAVINGS AND INVESTMENT PLAN
$7.2B · 34,487 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS, INC. DEFINED CONTRIBUTION PLAN TRUST
$7.1B
FISERV SOLUTIONS, LLC.
FISERV 401(K) SAVINGS PLAN
$5.1B · 22,809 participants
KIMBERLY-CLARK CORPORATION
KIMBERLY-CLARK CORPORATION 401(K) & PROFIT SHARING PLAN
$5.0B · 11,273 participants
ROCKWELL AUTOMATION
ROCKWELL AUTOMATION INC DEFINED CONTRIBUTION MASTER TRUST
$3.8B