Other · DOL Form 5500 · 2022
The Medical College of Wisconsin, Inc. Retirement Plan
Data updated 2026-08-25
- $2.0B
- Total assets Very large vs avg
- 6,020
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $335,074
- Avg per participant High balance/head
Official DOL plan name: The Medical College of Wisconsin, Inc. Retirement Plan · Sponsored by The Medical College of Wisconsin, Inc. · Wisconsin · Educational Services
$2.0B in assets, 6,020 participants
The Medical College of Wisconsin, Inc.'s The Medical College of Wisconsin, Inc. Retirement Plan reported $2.0B in total assets and 6,020 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.
- #3,995 in Educational Services (4,024 peers)
Coverage in Wisconsin
The Medical College of Wisconsin, Inc. Retirement Plan covers 6,020 participants in Wisconsin, 11x the typical Wisconsin plan (state average ~563 per filing). Assets: $2.0B.
- #3,995
- in Educational Services (4,024 peers)
- -14.7%
- assets change YoY
- 20×
- vs typical plan assets (national mean)
The plan reported a net loss of $346M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Medical College of Wisconsin, Inc. Retirement Plan's outsized position by total assets
The Medical College of Wisconsin, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,017,144,493 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
The Medical College of Wisconsin, Inc. 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. The Medical College of Wisconsin, Inc. Retirement Plan lands in the large band (6,020 participants).
EBSA filing schedule strip
Filing strip 390806261 · The Medical College of Wisconsin, Inc. PY 2022 · Other
The Medical College of Wisconsin, Inc. Retirement Plan · $2.0B · 6,020 · 99th
- SCH $2.0B
- EBSA 6,020
- PART 99th
- TYPE Other
- NET near Georgetown University Defined Contribution Retirement Plan
- BOOK ind #3995
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 →
The Medical College of Wisconsin, Inc. Retirement Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $2.4B |
|---|---|
| Net Assets (End of Year) | $2.0B |
| Net Income | -$346M |
| Employer EIN | 390806261 |
| Plan Effective Date | 1963-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Medical College of Wisconsin, Inc.)
Sponsor-wide plan assets over time
All The Medical College of Wisconsin, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.6B 28.739276239840493% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6,020 | $2.0B |
| 2023 | 1 | 6,591 | $2.3B |
| 2024 | 1 | 6,796 | $2.6B |
Nearby Other Plans in Wisconsin
Peer Other plans, same state, same plan type, ranked by total assets.
- 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
- Aspirus, Inc. Retirement Plan $668M · 10,709
Scale composition for The Medical College of Wisconsin, Inc. Retirement Plan
The Medical College of Wisconsin, Inc. Retirement Plan reports $2.0B in end-of-year assets across 6,020 participants (0.016% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $335,074 per participant (2.4x the national average assets-per-participant) . Net income for plan year 2022 was -$346M.
This plan identity (EIN 390806261, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.0B to $2.6B (+28.7%) while covered participants moved from 6,020 to 6,796 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,020 | $2.0B | This page |
| 2023 | 6,591 | $2.3B | Open filing |
| 2024 · index core | 6,796 | $2.6B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- The Medical College of Wisconsin, Inc. Retirement Plan (Other, $2.6B, 6,796 participants)
The Medical College of Wisconsin, Inc. Retirement Plan's out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is Georgetown University Defined Contribution Retirement Plan in DC ($2.0B); by covered participants it is Valley Health System Employee Contributory 403(b) Plan in VA (5,998 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.0B here).
- Georgetown University Defined Contribution Retirement Plan (DC) $2.0B · 4,918
- Vanderbilt University Retirement Plan (TN) $2.1B · 6,874
- The Tax Sheltered Annuity Plan of the Methodist Hospital (TX) $2.0B · 28,126
- Cornell University Tax-Deferred Annuity Plan (NY) $1.9B · 12,687
Similar participant headcount
Nearest other-state filings by covered participants (6,020 participants); asset peers above are excluded.
- Valley Health System Employee Contributory 403(b) Plan (VA) 5,998 · 22 off
- Mers/Missouri Goodwill 403b Plan (MO) 5,992 · 28 off
- The University of Chicago Medical Center Retirement Income Plan for Employees (IL) 5,988 · 32 off
- Samaritan Health Services Tax Sheltered Annuity Pl (OR) 6,068 · 48 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.