401(k) · DOL Form 5500 · 2022

University of Wisconsin Foundation 401(k) Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
320
Participants Below avg headcount
88th
Percentile by assets National rank
$150,145
Avg per participant Above avg balance/head
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Official DOL plan name: University of Wisconsin Foundation Retirement and 401(k) Savings Plan · Sponsored by University of Wisconsin Foundation · Wisconsin · Other Services

$48M in assets, 320 participants

University of Wisconsin Foundation's University of Wisconsin Foundation Retirement and 401(k) Savings Plan reported $48M in total assets and 320 participants in its 2022 DOL Form 5500 filing, ranking in the 88th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #7,933 in Other Services (8,398 peers)

Where University of Wisconsin Foundation Retirement and 401(k) Savings Plan sits by assets

University of Wisconsin Foundation Retirement and 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $48M for 320 participants (~$150,145/participant), down 10.1% in 2022.

#7,933
in Other Services (8,398 peers)
-10.1%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

University of Wisconsin Foundation Retirement and 401(k) Savings Plan's outsized position by total assets

University of Wisconsin Foundation Retirement and 401(k) Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$48,046,298 Top 12% higher than 88% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

University of Wisconsin Foundation Retirement and 401(k) Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. University of Wisconsin Foundation Retirement and 401(k) Savings Plan sits mid-pack in the medium band (320 participants).

EBSA filing schedule strip

Filing strip 390743975 · University of Wisconsin Foundation PY 2022 · 401(k)

University of Wisconsin Foundation Retirement and 401(k) Savings Plan · $48M · 320 · 88th

  • 5500 $48M
  • 5500 320
  • 5500 88th
  • 5500 401(k)
  • 5500 near Veris Residential, Inc. 401(k) Savings/Retirement Plan
  • 5500 ind #7933

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Other Services retirement plans → · Plans in Wisconsin →

University of Wisconsin Foundation Retirement and 401(k) Savings Plan in the asset neighbourhood

University of Wisconsin Foundation Retirement and 401(k) Savings PlanUniversity of Wisconsin Foun…$48MVeris Residential, Inc. 401(k) Savings/Retirement PlanVeris Residential, Inc. 401(…$48MMaternohio 401(k) Profit Sharing Plan and TrustMaternohio 401(k) Profit Sha…$48MAmplity, Inc. 401(k) Plan$48MMegger Savings Plan$48M
End-of-year total assets ($M) among University of Wisconsin Foundation Retirement and 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$48M
Net Income-$5M
Employer EIN390743975
Plan Effective Date2012-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University of Wisconsin Foundation)

Sponsor-wide plan assets over time

All University of Wisconsin Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$73M 51.212480512026126% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $48.1M $72.7M ▲ +51.2%
Year Plans Participants Total Assets
2022 1 320 $48M
2023 1 340 $62M
2024 1 341 $73M

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

University of Wisconsin Foundation Retirement and 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants University of Wisconsin Foundation Retirement and 401(k) Savings Plan, Total assets ($B): 0.048046298 · Participants: 320University of Wisconsin Foundation Retirement and 401(k) Savings PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
University of Wisconsin Foundation Retirement and 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare University of Wisconsin Foundation Retirement and 401(k) Savings Plan side-by-side with 3 peers →

University of Wisconsin Foundation Retirement and 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Veris Residential, Inc. 401(k) Savings/Retirement Plan in NJ ($48M); by covered participants it is Stanpac USA 401(k) Plan in TX (320 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($48M here).

Similar participant headcount

Nearest other-state filings by covered participants (320 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did University of Wisconsin Foundation Retirement and 401(k) Savings Plan assets move in 2022? ▼
University of Wisconsin Foundation Retirement and 401(k) Savings Plan pulled back noticeably - down 10.1% during 2022, from $53M to $48M. Reported net income was -$5M.
How have University of Wisconsin Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University of Wisconsin Foundation's sponsor-wide assets grew 51.2%, from $48M to $73M.
Where does University of Wisconsin Foundation Retirement and 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
University of Wisconsin Foundation Retirement and 401(k) Savings Plan ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to University of Wisconsin Foundation Retirement and 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Veris Residential, Inc. 401(k) Savings/Retirement Plan in NJ ($48M, 235 participants).
Which 401(k) plans cover a similar participant headcount to University of Wisconsin Foundation Retirement and 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stanpac USA 401(k) Plan in TX (320 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 390743975.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.