Other · DOL Form 5500 · 2022

Viterbo University, Inc. Retirement Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
232
Participants Below avg headcount
86th
Percentile by assets National rank
$166,759
Avg per participant Above avg balance/head
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Official DOL plan name: Viterbo University, Inc. Defined Contribution Retirement Plan · Sponsored by Viterbo University, Inc. · Wisconsin · Educational Services

$39M in assets, 232 participants

Viterbo University, Inc.'s Viterbo University, Inc. Defined Contribution Retirement Plan reported $39M in total assets and 232 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #2,964 in Educational Services (4,024 peers)

Coverage in Wisconsin

Viterbo University, Inc. Defined Contribution Retirement Plan covers 232 participants in Wisconsin, about 41% of the average Wisconsin filer (state average ~563 per filing). Assets: $39M.

#2,964
in Educational Services (4,024 peers)
-15.1%
assets change YoY
0.4×
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.

Viterbo University, Inc. Defined Contribution Retirement Plan's outsized position by total assets

Viterbo University, Inc. Defined Contribution Retirement Plan vs every filed plan by assets

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

$38,688,057 Top 14% higher than 86% 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. Defined Contribution Retirement 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. Defined Contribution Retirement Plan sits mid-pack in the medium band (232 participants).

Published 5500 schedule card

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

Viterbo University, Inc. Defined Contribution Retirement Plan · $39M · 232 · 86th

  • TYPE $39M
  • TYPE 232
  • TYPE 86th
  • TYPE Other
  • TYPE near The Chimes International Limited 403(b) Plan
  • TYPE ind #2964

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. Defined Contribution Retirement Plan in the asset neighbourhood

Graduate Management Admission Council Retirement PlanGraduate Management Admissio…$39MHarpeth Hall School Defined Contribution Retirement PlanHarpeth Hall School Defined …$39MViterbo University, Inc. Defined Contribution Retirement PlanViterbo University, Inc. Def…$39MThe Chimes International Limited 403(b) PlanThe Chimes International Lim…$39MSt. Luke's Foundation, Inc. Retirement PlanSt. Luke's Foundation, Inc. …$39M
End-of-year total assets ($M) among Viterbo University, Inc. Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$39M
Net Income-$7M
Employer EIN390978445
Plan Effective Date1963-09-01
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. Defined Contribution Retirement Plan vs. nearby Other plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Viterbo University, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.038688057 · Participants: 232Viterbo University, Inc. Defined Contribution Retirement 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. Defined Contribution Retirement Plan vs. nearby Other plans in Wisconsin, assets vs. participants
Compare Viterbo University, Inc. Defined Contribution Retirement Plan side-by-side with 3 peers →

Viterbo University, Inc. Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Wisconsin, the nearest Other by assets is The Chimes International Limited 403(b) Plan in MD ($39M); by covered participants it is Retirement Program for U. S. Citizens and Resident Alien Employees of the American University of Beirut in NY (232 participants). Same-state nearby plans are listed separately above.

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. Defined Contribution Retirement Plan assets move in 2022? ▼
Viterbo University, Inc. Defined Contribution Retirement Plan declined sharply - down 15.1% during 2022, from $46M to $39M. Reported net income was -$7M.
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. Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Viterbo University, Inc. Defined Contribution Retirement Plan ranks in the 86th 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. Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is The Chimes International Limited 403(b) Plan in MD ($39M, 1,123 participants).
Which Other plans cover a similar participant headcount to Viterbo University, Inc. Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Retirement Program for U. S. Citizens and Resident Alien Employees of the American University of Beirut in NY (232 participants, $79M 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.