Defined Benefit (Pension) · DOL Form 5500 · 2022

Wisconsin Alumni Research Foundation Pension Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
71
Participants Small participant base
85th
Percentile by assets National rank
$514,510
Avg per participant High balance/head
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Official DOL plan name: Wisconsin Alumni Research Foundation Pension Plan · Sponsored by Wisconsin Alumni Research Foundation · Wisconsin · Other Services

$37M in assets, 71 participants

Wisconsin Alumni Research Foundation's Wisconsin Alumni Research Foundation Pension Plan reported $37M in total assets and 71 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #7,808 in Other Services (8,398 peers)

Where Wisconsin Alumni Research Foundation Pension Plan sits by assets

Wisconsin Alumni Research Foundation Pension Plan sits in the top quartile of all filed plans by assets, $37M for 71 participants (~$514,510/participant), up 12.2% in 2022.

#7,808
in Other Services (8,398 peers)
+12.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Wisconsin Alumni Research Foundation Pension Plan's outsized position by total assets

Wisconsin Alumni Research Foundation Pension Plan vs every filed plan by assets

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

$36,530,186 Top 15% higher than 85% 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

Wisconsin Alumni Research Foundation Pension 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. Wisconsin Alumni Research Foundation Pension Plan is a small filing (71 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 390833612 · Wisconsin Alumni Research Foundation PY 2022 · Defined Benefit (Pension)

Wisconsin Alumni Research Foundation Pension Plan · $37M · 71 · 85th

  • RANK $37M
  • PHOTO 71
  • IND 85th
  • EOY Defined Benefit (Pension)
  • 5500 near Greenville Plumbers & Pipefitters Pension Fund
  • ASSETS ind #7808

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 →

Wisconsin Alumni Research Foundation Pension Plan in the asset neighbourhood

Retirement Plan for Employees of Augusta National, Inc.Retirement Plan for Employee…$37MWisconsin Alumni Research Foundation Pension PlanWisconsin Alumni Research Fo…$37MGreenville Plumbers & Pipefitters Pension FundGreenville Plumbers & Pipefi…$37MThe Kliklok Corporation Employee Retirement PlanThe Kliklok Corporation Empl…$36MStoel Rives LLP Cash Balance PlanStoel Rives LLP Cash Balance…$36M
End-of-year total assets ($M) among Wisconsin Alumni Research Foundation Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$37M
Net Income$4M
Employer EIN390833612
Plan Effective Date1957-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wisconsin Alumni Research Foundation)

Sponsor-wide plan assets over time

All Wisconsin Alumni Research Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$48M 32.65723585420561% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $36.5M $48.5M ▲ +32.7%
Year Plans Participants Total Assets
2022 1 71 $37M
2023 1 65 $42M
2024 1 62 $48M

Nearby Defined Benefit (Pension) Plans in Wisconsin

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Wisconsin Alumni Research Foundation Pension Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Wisconsin Alumni Research Foundation Pension Plan, Total assets ($B): 0.036530186 · Participants: 71Wisconsin Alumni Research Foundation Pension PlanThe Northwestern Mutual Employee Retirement Plan, Total assets ($B): 3.074208374 · Participants: 7377The Northwestern Mutual Employee Retirement PlanBuilding Trades United Pension Trust Fund Milwaukee and Vicinity, Total assets ($B): 2.951985172 · Participants: 9724Building Trades United Pension Trust Fund Milwaukee and VicinityRockwell Automation Pension Plan, Total assets ($B): 2.144532065 · Participants: 3077Rockwell Automation Pension PlanThe Northwestern Mutual Life Insurance Company Agents Retirement Plan, Total assets ($B): 1.927367772 · Participants: 7278The Northwestern Mutual Life Insurance Company Agents Retirement PlanHarley-Davidson Retirement Plan, Total assets ($B): 1.826706645 · Participants: 1744Harley-Davidson Retirement Plan
Wisconsin Alumni Research Foundation Pension Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare Wisconsin Alumni Research Foundation Pension Plan side-by-side with 3 peers →

Wisconsin Alumni Research Foundation Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Greenville Plumbers & Pipefitters Pension Fund in TX ($37M); by covered participants it is The Pension Plan for the Mott Children's Health Center in MI (71 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (71 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 Wisconsin Alumni Research Foundation Pension Plan assets move in 2022? ▼
Wisconsin Alumni Research Foundation Pension Plan grew at a solid clip - up 12.2% during 2022, from $33M to $37M. Reported net income was $4M.
How have Wisconsin Alumni Research Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wisconsin Alumni Research Foundation's sponsor-wide assets grew 32.7%, from $37M to $48M.
Where does Wisconsin Alumni Research Foundation Pension Plan rank by assets among Form 5500 filers? ▼
Wisconsin Alumni Research Foundation Pension Plan ranks in the 85th 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 Defined Benefit (Pension) plans are similar in size to Wisconsin Alumni Research Foundation Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Greenville Plumbers & Pipefitters Pension Fund in TX ($37M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Wisconsin Alumni Research Foundation Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Pension Plan for the Mott Children's Health Center in MI (71 participants, $32M 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 390833612.

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.