401(k) · DOL Form 5500 · 2022
State Bar of Wisconsin 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 84
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $205,844
- Avg per participant Above avg balance/head
Official DOL plan name: State Bar of Wisconsin Savings Plan · Sponsored by State Bar of Wisconsin · Wisconsin · Other Services
$17M in assets, 84 participants
State Bar of Wisconsin's State Bar of Wisconsin Savings Plan reported $17M in total assets and 84 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.
- #7,239 in Other Services (8,398 peers)
Where State Bar of Wisconsin Savings Plan sits by assets
State Bar of Wisconsin Savings Plan sits in the top quartile of all filed plans by assets, $17M for 84 participants (~$205,844/participant), down 28.8% in 2022.
- #7,239
- in Other Services (8,398 peers)
- -28.8%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
State Bar of Wisconsin Savings Plan's outsized position by total assets
State Bar of Wisconsin Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$17,290,887 Top 25% higher than 75% 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
State Bar of Wisconsin Savings Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. State Bar of Wisconsin Savings Plan is a small filing (84 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 390807061 · State Bar of Wisconsin PY 2022 · 401(k)
State Bar of Wisconsin Savings Plan · $17M · 84 · 75th
- BOOK $17M
- VS-ST 84
- BOY 75th
- SCH 401(k)
- EBSA near Blairex Laboratories, Inc. 401(k) Profit Sharing Plan
- PART ind #7239
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 Other Services retirement plans → · Plans in Wisconsin →
State Bar of Wisconsin Savings Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | -$7M |
| Employer EIN | 390807061 |
| Plan Effective Date | 1986-01-10 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (State Bar of Wisconsin)
Sponsor-wide plan assets over time
All State Bar of Wisconsin plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 28.466769807702754% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 84 | $17M |
| 2023 | 1 | 82 | $20M |
| 2024 | 1 | 81 | $22M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Johnson Controls Retirement Savings and Investment Plan $5.5B · 28,701
- Fiserv 401(k) Savings Plan $4.3B · 26,610
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.0B · 11,034
- Rockwell Automation Retirement Savings Plan $3.2B · 8,032
- Nm Employee Savings Plan $2.4B · 7,423
State Bar of Wisconsin Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Blairex Laboratories, Inc. 401(k) Profit Sharing Plan in IN ($17M); by covered participants it is Kate Somerville Skincare, LLC 401(k) Ps Plan in CA (84 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Blairex Laboratories, Inc. 401(k) Profit Sharing Plan (IN) $17M · 117
- Excet, Inc. 401(k) Plan (VA) $17M · 87
- Topre America Corporation 401(k) Retirement Plan (AL) $17M · 1,639
- Circon Environmental 401(k) Profit Sharing Plan (TX) $17M · 517
Similar participant headcount
Nearest other-state filings by covered participants (84 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.