Other · DOL Form 5500 · 2023

Viterbo University, Inc. Retirement Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
225
Participants Below avg headcount
87th
Percentile by assets National rank
$268,665
Avg per participant High 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

$60M in assets, 225 participants

Viterbo University, Inc.'s Viterbo University, Inc. Defined Contribution Retirement Plan reported $60M in total assets and 225 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #2,895 in Educational Services (3,735 peers)

Coverage in Wisconsin

Viterbo University, Inc. Defined Contribution Retirement Plan covers 225 participants in Wisconsin, about 40% of the average Wisconsin filer (state average ~563 per filing). Assets: $60M.

#2,895
in Educational Services (3,735 peers)
+56.2%
assets growth YoY
0.6×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$60,449,671 Top 13% higher than 87% of 127,068 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 2023

Viterbo University, Inc. Defined Contribution Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 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 (225 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Viterbo University, Inc. Defined Contribution Retirement Plan reported net income rose from -$7M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Viterbo University, Inc. Defined Contribution Retirement Plan end-of-year assets rose from $39M in the plan year 2022 filing to $60M in the plan year 2023 filing.
  • Viterbo University, Inc. Defined Contribution Retirement Plan reported participants fell from 232 in the plan year 2022 filing to 225 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 390978445 · Viterbo University, Inc. PY 2023 · Other

Viterbo University, Inc. Defined Contribution Retirement Plan · $60M · 225 · 87th

  • RANK $60M
  • RANK 225
  • RANK 87th
  • RANK Other
  • RANK near Friends Academy Defined Contribution Retirement Plan
  • RANK ind #2895

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

Shady Hill School DC and Tda Retirement PlanShady Hill School DC and Tda…$61MFriends Academy Defined Contribution Retirement PlanFriends Academy Defined Cont…$60MViterbo University, Inc. Defined Contribution Retirement PlanViterbo University, Inc. Def…$60M401(k) Profit Sharing Plan for Employees of Mclarty Automotive Group, LLC401(k) Profit Sharing Plan f…$60MHoly Innocents' Episcopal School 403(b) PlanHoly Innocents' Episcopal Sc…$60M
End-of-year total assets ($M) among Viterbo University, Inc. Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$60M
Net Income$3M
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. -500005000100001500020000 -10123 Total assets ($B) Participants Viterbo University, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.060449671 · Participants: 225Viterbo University, Inc. Defined Contribution Retirement PlanThe Medical College of Wisconsin, Inc. Retirement Plan, Total assets ($B): 2.346022816 · Participants: 6591The Medical College of Wisconsin, Inc. Retirement PlanFroedtert Health, Inc. 403(b) Plan, Total assets ($B): 1.876462966 · Participants: 15352Froedtert Health, Inc. 403(b) PlanUniversity of Wisconsin Medical Foundation Physicians Retirement Plan, Total assets ($B): 1.274399771 · Participants: 1636University of Wisconsin Medical Foundation Physicians Retirement PlanChildren's Hospital and Health System Shared Retirement Savings Plan, Total assets ($B): 0.898092237 · Participants: 5798Children's Hospital and Health System Shared Retirement Savings PlanMarquette University Retirement Plan, Total assets ($B): 0.864665552 · Participants: 3157Marquette University Retirement 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 Friends Academy Defined Contribution Retirement Plan in NY ($60M); by covered participants it is Southeast Iowa Regional Medical Center 403(b) in IA (225 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (225 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Viterbo University, Inc. Defined Contribution Retirement Plan surged - up 56.2% during 2023, from $39M to $60M. 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. Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Viterbo University, Inc. Defined Contribution Retirement Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 Friends Academy Defined Contribution Retirement Plan in NY ($60M, 209 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 Southeast Iowa Regional Medical Center 403(b) in IA (225 participants, $86M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.