Other · DOL Form 5500 · 2022
Marquette Unversity Retirement Plan
Data updated 2026-08-25
- $779M
- Total assets Above avg plan size
- 2,039
- Participants Near avg headcount
- 99th
- Percentile by assets National rank
- $382,082
- Avg per participant High balance/head
Official DOL plan name: Marquette University Retirement Plan · Sponsored by Marquette Unversity · Wisconsin · Educational Services
$779M in assets, 2,039 participants
Marquette Unversity's Marquette University Retirement Plan reported $779M in total assets and 2,039 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.
- #3,946 in Educational Services (4,024 peers)
Coverage in Wisconsin
Marquette University Retirement Plan covers 2,039 participants in Wisconsin, 3.6x the typical Wisconsin plan (state average ~563 per filing). Assets: $779M.
- #3,946
- in Educational Services (4,024 peers)
- -13.1%
- assets change YoY
- 7.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $118M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Marquette University Retirement Plan's outsized position by total assets
Marquette University Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$779,065,670 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
Marquette University Retirement 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. Marquette University Retirement Plan lands in the large band (2,039 participants).
DOL schedule card
Filing strip 390806251 · Marquette Unversity PY 2022 · Other
Marquette University Retirement Plan · $779M · 2,039 · 99th
- PART $779M
- TYPE 2,039
- NET 99th
- BOOK Other
- VS-ST near Yale University Tax-Deferred 403(b) Savings Plan
- BOY ind #3946
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 Educational Services retirement plans → · Plans in Wisconsin →
Marquette University Retirement Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $897M |
|---|---|
| Net Assets (End of Year) | $779M |
| Net Income | -$118M |
| Employer EIN | 390806251 |
| Plan Effective Date | 1960-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Marquette Unversity)
Sponsor-wide plan assets over time
All Marquette Unversity plans reported in each filing year
- Latest sponsor-wide plan assets
- $926M 18.86458159554123% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,039 | $779M |
| 2023 | 1 | 3,157 | $865M |
| 2024 | 1 | 3,173 | $926M |
Nearby Other Plans in Wisconsin
Peer Other plans, same state, same plan type, ranked by total assets.
- The Medical College of Wisconsin, Inc. Retirement Plan $2.0B · 6,020
- Froedtert Health, Inc. 403(b) Plan $1.5B · 13,617
- University of Wisconsin Medical Foundation Physicians Retirement Plan $1.1B · 1,679
- Children's Hospital and Health System Shared Retirement Savings Plan $760M · 5,299
- Aspirus, Inc. Retirement Plan $668M · 10,709
Marquette University Retirement Plan's out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is Yale University Tax-Deferred 403(b) Savings Plan in CT ($785M); by covered participants it is Howard Hughes Medical Institute Retirement Savings Plan in MD (2,041 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($779M here).
- Yale University Tax-Deferred 403(b) Savings Plan (CT) $785M · 16,785
- St. Lukes Health System Matched 403b Plan (ID) $772M · 15,284
- Tower Health 403(b) Plan (PA) $788M · 12,324
- Cape Cod Healthcare 403(b) Partnership Plan (MA) $770M · 4,813
Similar participant headcount
Nearest other-state filings by covered participants (2,039 participants); asset peers above are excluded.
- Howard Hughes Medical Institute Retirement Savings Plan (MD) 2,041 · 2 off
- Holyoke Medical Center, Inc. 403(b) Retirement Plan (MA) 2,043 · 4 off
- Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Plan (NJ) 2,034 · 5 off
- Melrosewakefield Healthcare 403(b) Plan (MA) 2,046 · 7 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.