Other · DOL Form 5500 · 2022
Wisconsin Association of Independent Colleges and Universities Retirement Plan
Data updated 2026-08-11
- $343M
- Total assets
- 2,238
- Participants
- 97th
- Percentile by assets
- $153,069
- Avg per participant
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.
- 97th percentile by assets (of 139,126 plans)
- #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.
- $343M
- total plan assets (2022 EOY)
- 2,238
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $153,069
- avg assets per participant
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.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Waicu Retirement Readiness Plan reports 2,238 participants - 4.0x that state average ($343M EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $404M |
|---|---|
| Net Assets (End of Year) | $343M |
| Net Income | -$61M |
| Employer EIN | 391039417 |
| Plan Effective Date | 2018-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wisconsin Association of Independent Colleges and Universities)
| 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
- 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
- Marquette University Retirement Plan $779M · 2,039
- Children's Hospital and Health System Shared Retirement Savings Plan $760M · 5,299
Similar-Sized Other Plans Nationally
Other plans in other states closest to Waicu Retirement Readiness Plan by total assets, not by location.
- Stamford Health System Defined Contribution Retirement Plan (CT) $343M · 3,694
- Touro 403(b) Plan (NY) $342M · 4,099
- Santa Clara University Tax-Deferred Annunity Plan (CA) $343M · 1,894
- Solutionhealth & Elliot Health System 403(b) Savings Plan (NH) $341M · 4,670
Frequently Asked Questions
How did Waicu Retirement Readiness Plan assets move in 2022? ▼
How have Wisconsin Association of Independent Colleges and Universities plan assets changed over time? ▼
Where does Waicu Retirement Readiness Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Waicu Retirement Readiness Plan? ▼
Next read for Waicu Retirement Readiness Plan
Filing takeaways
Ways to act on Waicu Retirement Readiness Plan's numbers.
- By total assets, Waicu Retirement Readiness Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Wisconsin. Compare plans
- Wisconsin Association of Independent Colleges and Universities's sponsor-wide assets have grown 22.0% since 2022 across 3 plan years on file. More Educational Services plans