401(k) · DOL Form 5500 · 2023

Milwaukee Public Museum, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
121
Participants Small participant base
66th
Percentile by assets National rank
$116,788
Avg per participant Below avg balance/head
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Official DOL plan name: Milwaukee Public Museum, Inc. 401(k) Savings Plan · Sponsored by Milwaukee Public Museum, Inc. · Wisconsin · Arts, Entertainment & Recreation

$14M in assets, 121 participants

Milwaukee Public Museum, Inc.'s Milwaukee Public Museum, Inc. 401(k) Savings Plan reported $14M in total assets and 121 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #2,329 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in Wisconsin

Milwaukee Public Museum, Inc. 401(k) Savings Plan covers 121 participants in Wisconsin, about 21% of the average Wisconsin filer (state average ~563 per filing). Assets: $14M.

#2,329
in Arts, Entertainment & Recreation (2,945 peers)
+20.2%
assets growth YoY

Milwaukee Public Museum, Inc. 401(k) Savings Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Milwaukee Public Museum, Inc. 401(k) Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$14,131,337 Top 34% higher than 66% 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

Milwaukee Public Museum, Inc. 401(k) Savings 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. Milwaukee Public Museum, Inc. 401(k) Savings Plan sits mid-pack in the medium band (121 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Milwaukee Public Museum, Inc. 401(k) Savings Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Milwaukee Public Museum, Inc. 401(k) Savings Plan reported participants rose from 99 in the plan year 2022 filing to 121 in the plan year 2023 filing.
  • Milwaukee Public Museum, Inc. 401(k) Savings Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 391723105 · Milwaukee Public Museum, Inc. PY 2023 · 401(k)

Milwaukee Public Museum, Inc. 401(k) Savings Plan · $14M · 121 · 66th

  • SCH $14M
  • EBSA 121
  • PART 66th
  • TYPE 401(k)
  • NET near Howard Energy Tax Deferred Savings Plan
  • BOOK ind #2329

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 Arts, Entertainment & Recreation retirement plans → · Plans in Wisconsin →

Milwaukee Public Museum, Inc. 401(k) Savings Plan in the asset neighbourhood

Milwaukee Public Museum, Inc. 401(k) Savings PlanMilwaukee Public Museum, Inc…$14MHoward Energy Tax Deferred Savings PlanHoward Energy Tax Deferred S…$14MVanguard National Trailer, Inc. 401(k) Savings PlanVanguard National Trailer, I…$14MTroy Group, Inc. 401(k) Savings and Investment PlanTroy Group, Inc. 401(k) Savi…$14MSunshine, Sachs & Associates Profit Sharing PlanSunshine, Sachs & Associates…$14M
End-of-year total assets ($M) among Milwaukee Public Museum, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN391723105
Plan Effective Date1997-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Milwaukee Public Museum, Inc.)

Sponsor-wide plan assets over time

All Milwaukee Public Museum, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 31.083571719327054% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $11.8M $15.4M ▲ +31.0%
Year Plans Participants Total Assets
2022 1 99 $12M
2023 1 121 $14M
2024 1 133 $15M

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Milwaukee Public Museum, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Milwaukee Public Museum, Inc. 401(k) Savings Plan, Total assets ($B): 0.014131337 · Participants: 121Milwaukee Public Museum, Inc. 401(k) Savings PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Milwaukee Public Museum, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Milwaukee Public Museum, Inc. 401(k) Savings Plan side-by-side with 3 peers →

Milwaukee Public Museum, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Howard Energy Tax Deferred Savings Plan in CA ($14M); by covered participants it is Redwood School & Rehabilitation Center, Inc. 401(k) Plan in OH (121 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (121 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 Milwaukee Public Museum, Inc. 401(k) Savings Plan assets move in 2023? ▼
Milwaukee Public Museum, Inc. 401(k) Savings Plan grew sharply - up 20.2% during 2023, from $12M to $14M. Reported net income was $2M.
How have Milwaukee Public Museum, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Milwaukee Public Museum, Inc.'s sponsor-wide assets grew 31.1%, from $12M to $15M.
Which 401(k) plans are similar in size to Milwaukee Public Museum, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Howard Energy Tax Deferred Savings Plan in CA ($14M, 25 participants).
Which 401(k) plans cover a similar participant headcount to Milwaukee Public Museum, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Redwood School & Rehabilitation Center, Inc. 401(k) Plan in OH (121 participants, N/A 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 391723105.

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.