Other · DOL Form 5500 · 2023
Viterbo University, Inc. Retirement Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 185
- Participants Below avg headcount
Official DOL plan name: Viterbo University, Inc. Tax Deferred Annuity Plan · Sponsored by Viterbo University, Inc. · Wisconsin · Educational Services
N/A in assets, 185 participants
Viterbo University, Inc.'s Viterbo University, Inc. Tax Deferred Annuity Plan reported N/A in total assets and 185 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
Coverage in Wisconsin
Viterbo University, Inc. Tax Deferred Annuity Plan covers 185 participants in Wisconsin, about 33% of the average Wisconsin filer (state average ~563 per filing). Assets: N/A.
- $1M
- reported net income
Viterbo University, Inc. Tax Deferred Annuity 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. Tax Deferred Annuity Plan sits mid-pack in the medium band (185 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Viterbo University, Inc. Tax Deferred Annuity Plan reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Viterbo University, Inc. Tax Deferred Annuity Plan reported participants rose from 180 in the plan year 2022 filing to 185 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 390978445 · Viterbo University, Inc. PY 2023 · Other
Viterbo University, Inc. Tax Deferred Annuity Plan · N/A · 185
- PCT N/A
- PCT 185
- PCT PY 2023
- PCT Other
- PCT near The Pennington School DC Retirement Plan
- PCT $1M
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 →
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | $1M |
| Employer EIN | 390978445 |
| Plan Effective Date | 1994-06-30 |
| Filing Status | FILING 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
| 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.
- The Medical College of Wisconsin, Inc. Retirement Plan $2.3B · 6,591
- Froedtert Health, Inc. 403(b) Plan $1.9B · 15,352
- University of Wisconsin Medical Foundation Physicians Retirement Plan $1.3B · 1,636
- Children's Hospital and Health System Shared Retirement Savings Plan $898M · 5,798
- Marquette University Retirement Plan $865M · 3,157
Viterbo University, Inc. Tax Deferred Annuity Plan's closest out-of-state Other peers by headcount
Outside Wisconsin, the nearest Other by covered participants is The Pennington School DC Retirement Plan in NJ (185 participants; this filing: 185 participants).
Similar participant headcount
Nearest other-state filings by covered participants (185 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.