Other · DOL Form 5500 · 2022

University School of Milwaukee Retirement Plan

Data updated 2026-08-25

$71M
Total assets Below avg plan size
264
Participants Below avg headcount
91st
Percentile by assets National rank
$267,760
Avg per participant High balance/head
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Official DOL plan name: University School of Milwaukee Defined Contribution Retirement Plan · Sponsored by University School of Milwaukee · Wisconsin · Educational Services

$71M in assets, 264 participants

University School of Milwaukee's University School of Milwaukee Defined Contribution Retirement Plan reported $71M in total assets and 264 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #3,328 in Educational Services (4,024 peers)

Coverage in Wisconsin

University School of Milwaukee Defined Contribution Retirement Plan covers 264 participants in Wisconsin, about 47% of the average Wisconsin filer (state average ~563 per filing). Assets: $71M.

#3,328
in Educational Services (4,024 peers)
+2.9%
assets growth YoY
0.7×
vs typical plan assets (national mean)

University School of Milwaukee Defined Contribution Retirement Plan's outsized position by total assets

University School of Milwaukee Defined Contribution Retirement Plan vs every filed plan by assets

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

$70,688,701 Top 9% higher than 91% 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

University School of Milwaukee 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. University School of Milwaukee Defined Contribution Retirement Plan sits mid-pack in the medium band (264 participants).

DOL schedule card

Filing strip 396076442 · University School of Milwaukee PY 2022 · Other

University School of Milwaukee Defined Contribution Retirement Plan · $71M · 264 · 91st

  • PART $71M
  • TYPE 264
  • NET 91st
  • BOOK Other
  • VS-ST near Thayer Academy 403(b) Retirement Plan
  • BOY ind #3328

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 →

University School of Milwaukee Defined Contribution Retirement Plan in the asset neighbourhood

The Columbus Academy Defined Contribution Retirement PlanThe Columbus Academy Defined…$71MEastern University Defined Contribution Retirement PlanEastern University Defined C…$71MUniversity School of Milwaukee Defined Contribution Retirement PlanUniversity School of Milwauk…$71MThayer Academy 403(b) Retirement PlanThayer Academy 403(b) Retire…$71MNew England Institute of Technology Tax Sheltered Annuity Matching PlanNew England Institute of Tec…$71M
End-of-year total assets ($M) among University School of Milwaukee Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$69M
Net Assets (End of Year)$71M
Net Income$2M
Employer EIN396076442
Plan Effective Date1965-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University School of Milwaukee)

Sponsor-wide plan assets over time

All University School of Milwaukee plans reported in each filing year

Latest sponsor-wide plan assets
$85M 20.775696528926172% vs 2022
2024 filing year
$65M$70M$75M$80M$85M$90M 202220232024 $70.7M $85.4M ▲ +20.8%
Year Plans Participants Total Assets
2022 1 264 $71M
2023 1 272 $79M
2024 1 266 $85M

Nearby Other Plans in Wisconsin

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

University School of Milwaukee 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 ($B) Participants University School of Milwaukee Defined Contribution Retirement Plan, Total assets ($B): 0.070688701 · Participants: 264University School of Milwaukee 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
University School of Milwaukee Defined Contribution Retirement Plan vs. nearby Other plans in Wisconsin, assets vs. participants
Compare University School of Milwaukee Defined Contribution Retirement Plan side-by-side with 3 peers →

University School of Milwaukee Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Wisconsin, the nearest Other by assets is Thayer Academy 403(b) Retirement Plan in MA ($71M); by covered participants it is Ngm Biopharmaceuticals Matching Plan in CA (264 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (264 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 University School of Milwaukee Defined Contribution Retirement Plan assets move in 2022? ▼
University School of Milwaukee Defined Contribution Retirement Plan edged up modestly - up 2.9% during 2022, from $69M to $71M. Reported net income was $2M.
How have University School of Milwaukee plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University School of Milwaukee's sponsor-wide assets grew 20.8%, from $71M to $85M.
Where does University School of Milwaukee Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
University School of Milwaukee Defined Contribution Retirement Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to University School of Milwaukee Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Thayer Academy 403(b) Retirement Plan in MA ($71M, 215 participants).
Which Other plans cover a similar participant headcount to University School of Milwaukee Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Ngm Biopharmaceuticals Matching Plan in CA (264 participants, N/A 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 396076442.

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.