Defined Benefit (Pension) · DOL Form 5500 · 2022
Wec Energy Group, Inc. Pension Plan
Data updated 2026-08-25
- $1.3B
- Total assets Very large vs avg
- 2,628
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $495,788
- Avg per participant High balance/head
Official DOL plan name: Wec Energy Group Retirement Account Plan · Sponsored by Wec Energy Group, Inc. · Wisconsin · Utilities
$1.3B in assets, 2,628 participants
Wec Energy Group, Inc.'s Wec Energy Group Retirement Account Plan reported $1.3B in total assets and 2,628 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #677 in Utilities (738 peers)
Coverage in Wisconsin
Wec Energy Group Retirement Account Plan covers 2,628 participants in Wisconsin, 4.7x the typical Wisconsin plan (state average ~563 per filing). Assets: $1.3B.
- #677
- in Utilities (738 peers)
- -18.3%
- assets change YoY
- 13×
- vs typical plan assets (national mean)
The plan reported a net loss of $292M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Wec Energy Group Retirement Account Plan's outsized position by total assets
Wec Energy Group Retirement Account Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,302,932,000 Top 1% higher than 99% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Wec Energy Group Retirement Account Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wec Energy Group Retirement Account Plan lands in the large band (2,628 participants).
Form 5500 schedule snapshot
Filing strip 391391525 · Wec Energy Group, Inc. PY 2022 · Defined Benefit (Pension)
Wec Energy Group Retirement Account Plan · $1.3B · 2,628 · 99th
- EIN $1.3B
- RANK 2,628
- PHOTO 99th
- IND Defined Benefit (Pension)
- EOY near SEIU Affiliates Officers and Employees Pension Plan
- 5500 ind #677
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 Utilities retirement plans → · Plans in Wisconsin →
Wec Energy Group Retirement Account Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $1.6B |
|---|---|
| Net Assets (End of Year) | $1.3B |
| Net Income | -$292M |
| Employer EIN | 391391525 |
| Plan Effective Date | 1962-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wec Energy Group, Inc.)
Sponsor-wide plan assets over time
All Wec Energy Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6.4B 8.758255265520711% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 11 | 11,543 | $5.9B |
| 2023 | 11 | 11,075 | $6.2B |
| 2024 | 11 | 10,813 | $6.4B |
Nearby Defined Benefit (Pension) Plans in Wisconsin
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- The Northwestern Mutual Employee Retirement Plan $3.1B · 7,377
- Building Trades United Pension Trust Fund Milwaukee and Vicinity $3.0B · 9,724
- Rockwell Automation Pension Plan $2.1B · 3,077
- The Northwestern Mutual Life Insurance Company Agents Retirement Plan $1.9B · 7,278
- Harley-Davidson Retirement Plan $1.8B · 1,744
Wec Energy Group Retirement Account Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is SEIU Affiliates Officers and Employees Pension Plan in DC ($1.3B); by covered participants it is Avnet Pension Plan in AZ (2,609 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.3B here).
- SEIU Affiliates Officers and Employees Pension Plan (DC) $1.3B · 11,828
- Aarp Employees' Pension Plan (DC) $1.3B · 2,028
- Procter & Gamble Master Retirement Plan (OH) $1.3B · 914
- Nyseg and Rge Pension Plan (CT) $1.3B · 1,445
Similar participant headcount
Nearest other-state filings by covered participants (2,628 participants); asset peers above are excluded.
- Avnet Pension Plan (AZ) 2,609 · 19 off
- Legacy Ghs/Tuomey Pension Plan (SC) 2,655 · 27 off
- Trinity Health ERISA Pension Plan (MI) 2,600 · 28 off
- Southern Ohio Medical Center Cash Balance Pension Plan (OH) 2,661 · 33 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.