Other · DOL Form 5500 · 2022
The Medical College of Wisconsin, Inc. Retirement Plan
Data updated 2026-08-11
- $2.0B
- Total assets
- 6,020
- Participants
- 99th
- Percentile by assets
- $335,074
- Avg per participant
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.
- 99th percentile by assets (of 139,126 plans)
- #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.
- $2.0B
- total plan assets (2022 EOY)
- 6,020
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $335,074
- avg assets per participant
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.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 563 participants across 2,940 plans. The Medical College of Wisconsin, Inc. Retirement Plan reports 6,020 participants - 11x that state average ($2.0B EOY assets).
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.)
| 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.
The Medical College of Wisconsin, Inc. Retirement Plan vs. nearby Other plans in Wisconsin, assets vs. participants
- 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)
Similar-Sized Other Plans Nationally
Other plans in other states closest to The Medical College of Wisconsin, Inc. Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
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Filing takeaways
Ways to act on The Medical College of Wisconsin, Inc. Retirement Plan's numbers.
- By total assets, The Medical College of Wisconsin, Inc. Retirement Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Wisconsin. Compare plans
- The Medical College of Wisconsin, Inc.'s sponsor-wide assets have grown 28.7% since 2022 across 3 plan years on file. More Educational Services plans