Other · DOL Form 5500 · 2022

Wisconsin Association of Independent Colleges and Universities Retirement Plan

Data updated 2026-08-25

$343M
Total assets Above avg plan size
2,238
Participants Above avg headcount
97th
Percentile by assets National rank
$153,069
Avg per participant Above avg balance/head
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Official DOL plan name: Waicu Retirement Readiness Plan · Sponsored by Wisconsin Association of Independent Colleges and Universities · Wisconsin · Educational Services

$343M in assets, 2,238 participants

Wisconsin Association of Independent Colleges and Universities's Waicu Retirement Readiness Plan reported $343M in total assets and 2,238 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • #3,847 in Educational Services (4,024 peers)

Coverage in Wisconsin

Waicu Retirement Readiness Plan covers 2,238 participants in Wisconsin, 4.0x the typical Wisconsin plan (state average ~563 per filing). Assets: $343M.

#3,847
in Educational Services (4,024 peers)
-15.2%
assets change YoY
3.4×
vs typical plan assets (national mean)

The plan reported a net loss of $61M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Waicu Retirement Readiness Plan's outsized position by total assets

Waicu Retirement Readiness Plan vs every filed plan by assets

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

$342,568,919 Top 3% higher than 97% 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

Waicu Retirement Readiness 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. Waicu Retirement Readiness Plan lands in the large band (2,238 participants).

EBSA filing schedule strip

Filing strip 391039417 · Wisconsin Association of Independent Colleges and Universities PY 2022 · Other

Waicu Retirement Readiness Plan · $343M · 2,238 · 97th

  • NET $343M
  • BOOK 2,238
  • VS-ST 97th
  • BOY Other
  • SCH near Stamford Health System Defined Contribution Retirement Plan
  • EBSA ind #3847

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 →

Waicu Retirement Readiness Plan in the asset neighbourhood

Santa Clara University Tax-Deferred Annunity PlanSanta Clara University Tax-D…$343MStamford Health System Defined Contribution Retirement PlanStamford Health System Defin…$343MWaicu Retirement Readiness PlanWaicu Retirement Readiness P…$343MTouro 403(b) Plan$342MSolutionhealth & Elliot Health System 403(b) Savings PlanSolutionhealth & Elliot Heal…$341M
End-of-year total assets ($M) among Waicu Retirement Readiness Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$404M
Net Assets (End of Year)$343M
Net Income-$61M
Employer EIN391039417
Plan Effective Date2018-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wisconsin Association of Independent Colleges and Universities)

Sponsor-wide plan assets over time

All Wisconsin Association of Independent Colleges and Universities plans reported in each filing year

Latest sponsor-wide plan assets
$418M 22.016926760363802% vs 2022
2024 filing year
$300M$350M$400M$450M 202220232024 $343M $418M ▲ +22.0%
Year Plans Participants Total Assets
2022 1 2,238 $343M
2023 1 2,157 $400M
2024 1 2,100 $418M

Nearby Other Plans in Wisconsin

Peer Other plans, same state, same plan type, ranked by total assets.

Waicu Retirement Readiness Plan vs. nearby Other plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 050001000015000 00.511.522.5 Total assets ($B) Participants Waicu Retirement Readiness Plan, Total assets ($B): 0.342568919 · Participants: 2238Waicu Retirement Readiness PlanThe Medical College of Wisconsin, Inc. Retirement Plan, Total assets ($B): 2.017144493 · Participants: 6020The Medical College of Wisconsin, Inc. Retirement PlanFroedtert Health, Inc. 403(b) Plan, Total assets ($B): 1.525928324 · Participants: 13617Froedtert Health, Inc. 403(b) PlanUniversity of Wisconsin Medical Foundation Physicians Retirement Plan, Total assets ($B): 1.081877556 · Participants: 1679University of Wisconsin Medical Foundation Physicians Retirement PlanMarquette University Retirement Plan, Total assets ($B): 0.77906567 · Participants: 2039Marquette University Retirement PlanChildren's Hospital and Health System Shared Retirement Savings Plan, Total assets ($B): 0.760032545 · Participants: 5299Children's Hospital and Health System Shared Retirement Savings Plan
Waicu Retirement Readiness Plan vs. nearby Other plans in Wisconsin, assets vs. participants
Compare Waicu Retirement Readiness Plan side-by-side with 3 peers →

Waicu Retirement Readiness Plan's out-of-state Other peers by assets and headcount

Outside Wisconsin, the nearest Other by assets is Stamford Health System Defined Contribution Retirement Plan in CT ($343M); by covered participants it is Goodwill Northern New England 403(b) Plan in ME (2,236 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($343M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,238 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 Waicu Retirement Readiness Plan assets move in 2022? ▼
Waicu Retirement Readiness Plan declined sharply - down 15.2% during 2022, from $404M to $343M. Reported net income was -$61M.
How have Wisconsin Association of Independent Colleges and Universities plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wisconsin Association of Independent Colleges and Universities's sponsor-wide assets grew 22.0%, from $343M to $418M.
Where does Waicu Retirement Readiness Plan rank by assets among Form 5500 filers? ▼
Waicu Retirement Readiness Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Waicu Retirement Readiness Plan? ▼
Among Other plans in other states, the closest by assets is Stamford Health System Defined Contribution Retirement Plan in CT ($343M, 3,694 participants).
Which Other plans cover a similar participant headcount to Waicu Retirement Readiness Plan? ▼
Among Other plans in other states, the closest by covered participants is Goodwill Northern New England 403(b) Plan in ME (2,236 participants, $13M 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 391039417.

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.