Other · DOL Form 5500 · 2022

Viterbo University, Inc. Retirement Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
180
Participants Small participant base
76th
Percentile by assets National rank
$99,352
Avg per participant Below avg balance/head
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Official DOL plan name: Viterbo University, Inc. Tax Deferred Annuity Plan · Sponsored by Viterbo University, Inc. · Wisconsin · Educational Services

$18M in assets, 180 participants

Viterbo University, Inc.'s Viterbo University, Inc. Tax Deferred Annuity Plan reported $18M in total assets and 180 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #2,363 in Educational Services (4,024 peers)

Coverage in Wisconsin

Viterbo University, Inc. Tax Deferred Annuity Plan covers 180 participants in Wisconsin, about 32% of the average Wisconsin filer (state average ~563 per filing). Assets: $18M.

#2,363
in Educational Services (4,024 peers)
-14.4%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Viterbo University, Inc. Tax Deferred Annuity Plan's outsized position by total assets

Viterbo University, Inc. Tax Deferred Annuity Plan vs every filed plan by assets

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

$17,883,276 Top 24% higher than 76% 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

Viterbo University, Inc. Tax Deferred Annuity Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Viterbo University, Inc. Tax Deferred Annuity Plan sits mid-pack in the medium band (180 participants).

EBSA filing schedule strip

Filing strip 390978445 · Viterbo University, Inc. PY 2022 · Other

Viterbo University, Inc. Tax Deferred Annuity Plan · $18M · 180 · 76th

  • 5500 $18M
  • ASSETS 180
  • PCT 76th
  • EIN Other
  • RANK near New York School of Interior Design 403(b) Plan
  • PHOTO ind #2363

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 →

Viterbo University, Inc. Tax Deferred Annuity Plan in the asset neighbourhood

New York School of Interior Design 403(b) PlanNew York School of Interior …$18MWsfssh 403(b) Retirement Savings PlanWsfssh 403(b) Retirement Sav…$18MViterbo University, Inc. Tax Deferred Annuity PlanViterbo University, Inc. Tax…$18M403b Thrift Plan of Viability, Inc.403b Thrift Plan of Viabilit…$18M403(b) Thrift Plan for Graham-Windham Services to Families and Children403(b) Thrift Plan for Graha…$18M
End-of-year total assets ($M) among Viterbo University, Inc. Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$18M
Net Income-$3M
Employer EIN390978445
Plan Effective Date1994-06-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Viterbo University, Inc.)

Sponsor-wide plan assets over time

All Viterbo University, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$60M 6.855659561707695% vs 2022
2023 filing year
$56M$58M$60M$62M 20222023 $56.6M $60.5M ▲ +6.9%
Year Plans Participants Total Assets
2022 2 412 $57M
2023 2 410 $60M

Nearby Other Plans in Wisconsin

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

Viterbo University, Inc. Tax Deferred Annuity Plan vs. nearby Other plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Viterbo University, Inc. Tax Deferred Annuity Plan, Total assets ($B): 0.017883276 · Participants: 180Viterbo University, Inc. Tax Deferred Annuity 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
Viterbo University, Inc. Tax Deferred Annuity Plan vs. nearby Other plans in Wisconsin, assets vs. participants
Compare Viterbo University, Inc. Tax Deferred Annuity Plan side-by-side with 3 peers →

Viterbo University, Inc. Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Wisconsin, the nearest Other by assets is New York School of Interior Design 403(b) Plan in NY ($18M); by covered participants it is Hospice of the Good Shepherd, Inc. 403(b) Plan in MA (180 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (180 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 Viterbo University, Inc. Tax Deferred Annuity Plan assets move in 2022? ▼
Viterbo University, Inc. Tax Deferred Annuity Plan pulled back noticeably - down 14.4% during 2022, from $21M to $18M. Reported net income was -$3M.
How have Viterbo University, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Viterbo University, Inc.'s sponsor-wide assets grew 6.9%, from $57M to $60M.
Where does Viterbo University, Inc. Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Viterbo University, Inc. Tax Deferred Annuity Plan ranks in the 76th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Viterbo University, Inc. Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is New York School of Interior Design 403(b) Plan in NY ($18M, 163 participants).
Which Other plans cover a similar participant headcount to Viterbo University, Inc. Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Hospice of the Good Shepherd, Inc. 403(b) Plan in MA (180 participants, $6M 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 390978445.

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.