401(k) · DOL Form 5500 · 2023
Wec Energy Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 210
- Participants Below avg headcount
- 52nd
- Percentile by assets National rank
- $35,586
- Avg per participant Low balance/head
Official DOL plan name: Wec Energy Group Limited Retirement Savings Plan · Sponsored by Wec Energy Group, Inc. · Wisconsin · Utilities
$7M in assets, 210 participants
Wec Energy Group, Inc.'s Wec Energy Group Limited Retirement Savings Plan reported $7M in total assets and 210 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.
- #146 in Utilities (721 peers)
Coverage in Wisconsin
Wec Energy Group Limited Retirement Savings Plan covers 210 participants in Wisconsin, about 37% of the average Wisconsin filer (state average ~563 per filing). Assets: $7M.
- #146
- in Utilities (721 peers)
- +25.6%
- assets growth YoY
Wec Energy Group Limited Retirement Savings Plan's mid-pack asset rank among Utilities and all filers
Wec Energy Group Limited Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,473,000 Top 48% higher than 52% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Wec Energy Group Limited Retirement 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. Wec Energy Group Limited Retirement Savings Plan sits mid-pack in the medium band (210 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Wec Energy Group Limited Retirement Savings Plan reported net income rose from -$336K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Wec Energy Group Limited Retirement Savings Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Wec Energy Group Limited Retirement Savings Plan reported participants rose from 171 in the plan year 2022 filing to 210 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 391391525 · Wec Energy Group, Inc. PY 2023 · 401(k)
Wec Energy Group Limited Retirement Savings Plan · $7M · 210 · 52nd
- RANK $7M
- PHOTO 210
- IND 52nd
- EOY 401(k)
- 5500 near Direct Mail Processors, Inc. 401(k) Profit Sharing Plan
- ASSETS ind #146
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 Utilities retirement plans → · Plans in Wisconsin →
Wec Energy Group Limited Retirement Savings Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $2M |
| Employer EIN | 391391525 |
| Plan Effective Date | 2016-09-14 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wec Energy Group, Inc.)
Sponsor-wide plan assets over time
All Wec Energy Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6.4B 8.758255265520711% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 11 | 11,543 | $5.9B |
| 2023 | 11 | 11,075 | $6.2B |
| 2024 | 11 | 10,813 | $6.4B |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
Wec Energy Group Limited Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Direct Mail Processors, Inc. 401(k) Profit Sharing Plan in MD ($7M); by covered participants it is B.E.a.T., LLC 401(k) Plan in TX (210 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Direct Mail Processors, Inc. 401(k) Profit Sharing Plan (MD) $7M · 374
- Sutton Frost Cary Retirement Plan (TX) $7M · 55
- Salepoint, Inc. 401(k) Plan (OH) $7M · 21
- Boomerang 401(k) Plan (IA) $7M · 203
Similar participant headcount
Nearest other-state filings by covered participants (210 participants); asset peers above are excluded.
- B.E.a.T., LLC 401(k) Plan (TX) 210 · 0 off
- Versa Press Inc Employees Retirement Plan and Trust (IL) 210 · 0 off
- K S Services, Inc. 401(k) Plan & Trust (MI) 210 · 0 off
- Playstudios US, LLC 401(k) Plan (NV) 210 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.