Other · DOL Form 5500 · 2022

Rise Wisconsin, Inc. Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
108
Participants Small participant base
45th
Percentile by assets National rank
$36,222
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan of Rise Wisconsin,Inc. · Sponsored by Rise Wisconsin, Inc. · Wisconsin · Healthcare & Social Assistance

$4M in assets, 108 participants

Rise Wisconsin, Inc.'s 403(b) Thrift Plan of Rise Wisconsin,Inc. reported $4M in total assets and 108 participants in its 2022 DOL Form 5500 filing, ranking in the 45th 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.

  • #10,115 in Healthcare & Social Assistance (20,060 peers)

Coverage in Wisconsin

403(b) Thrift Plan of Rise Wisconsin,Inc. covers 108 participants in Wisconsin, about 19% of the average Wisconsin filer (state average ~563 per filing). Assets: $4M.

#10,115
in Healthcare & Social Assistance (20,060 peers)
-10.0%
assets change YoY

The plan reported a net loss of $434K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

403(b) Thrift Plan of Rise Wisconsin,Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan of Rise Wisconsin,Inc. vs every filed plan by assets

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

$3,911,964 45th percentile higher than 45% 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

403(b) Thrift Plan of Rise Wisconsin,Inc. 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. 403(b) Thrift Plan of Rise Wisconsin,Inc. sits mid-pack in the medium band (108 participants).

EBSA filing schedule strip

Filing strip 912064768 · Rise Wisconsin, Inc. PY 2022 · Other

403(b) Thrift Plan of Rise Wisconsin,Inc. · $4M · 108 · 45th

  • PCT $4M
  • PCT 108
  • PCT 45th
  • PCT Other
  • PCT near Penick Village 403(b) Retirement Plan
  • PCT ind #10115

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 Healthcare & Social Assistance retirement plans → · Plans in Wisconsin →

403(b) Thrift Plan of Rise Wisconsin,Inc. in the asset neighbourhood

403(b) Thrift Plan of Rise Wisconsin,Inc.403(b) Thrift Plan of Rise W…$4MPenick Village 403(b) Retirement PlanPenick Village 403(b) Retire…$4MThe Arc of Southern Maryland Retirement Savings PlanThe Arc of Southern Maryland…$4MMab Community Services Retirement Savings PlanMab Community Services Retir…$4MTockwotton Home Retirement Savings PlanTockwotton Home Retirement S…$4M
End-of-year total assets ($M) among 403(b) Thrift Plan of Rise Wisconsin,Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$434K
Employer EIN912064768
Plan Effective Date2002-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rise Wisconsin, Inc.)

Sponsor-wide plan assets over time

All Rise Wisconsin, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 27.496086364802945% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.91M $4.99M ▲ +27.6%
Year Plans Participants Total Assets
2022 1 108 $4M
2023 1 109 $5M
2024 1 116 $5M

Nearby Other Plans in Wisconsin

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

403(b) Thrift Plan of Rise Wisconsin,Inc. vs. nearby Other plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants 403(b) Thrift Plan of Rise Wisconsin,Inc., Total assets ($B): 0.003911964 · Participants: 108403(b) Thrift Plan of Rise Wisconsin,Inc.The 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
403(b) Thrift Plan of Rise Wisconsin,Inc. vs. nearby Other plans in Wisconsin, assets vs. participants
Compare 403(b) Thrift Plan of Rise Wisconsin,Inc. side-by-side with 3 peers →

403(b) Thrift Plan of Rise Wisconsin,Inc.'s out-of-state Other peers by assets and headcount

Outside Wisconsin, the nearest Other by assets is Penick Village 403(b) Retirement Plan in NC ($4M); by covered participants it is Rumsey Hall School 403(b) DC Plan in CT (108 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (108 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 403(b) Thrift Plan of Rise Wisconsin,Inc. assets move in 2022? ▼
403(b) Thrift Plan of Rise Wisconsin,Inc. pulled back noticeably - down 10.0% during 2022, from $4M to $4M. Reported net income was -$434K.
How have Rise Wisconsin, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rise Wisconsin, Inc.'s sponsor-wide assets grew 27.5%, from $4M to $5M.
Which Other plans are similar in size to 403(b) Thrift Plan of Rise Wisconsin,Inc.? ▼
Among Other plans in other states, the closest by assets is Penick Village 403(b) Retirement Plan in NC ($4M, 226 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan of Rise Wisconsin,Inc.? ▼
Among Other plans in other states, the closest by covered participants is Rumsey Hall School 403(b) DC Plan in CT (108 participants, $15M 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 912064768.

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.