401(k) · DOL Form 5500 · 2023

Wisconsin Physicians Service Insurance Corporation 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
367
Participants Below avg headcount
74th
Percentile by assets National rank
$58,390
Avg per participant Low balance/head
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Official DOL plan name: Wps Bargaining Unit Employees 401(k) Plan · Sponsored by Wisconsin Physicians Service Insurance Corporation · Wisconsin · Finance & Insurance

$21M in assets, 367 participants

Wisconsin Physicians Service Insurance Corporation's Wps Bargaining Unit Employees 401(k) Plan reported $21M in total assets and 367 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #5,396 in Finance & Insurance (8,869 peers)

2023 asset change

Wps Bargaining Unit Employees 401(k) Plan grew sharply 15.6% in 2023 ($19M → $21M) for 367 participants.

#5,396
in Finance & Insurance (8,869 peers)
+15.6%
assets growth YoY

Wps Bargaining Unit Employees 401(k) Plan's outsized position by total assets

Wps Bargaining Unit Employees 401(k) Plan vs every filed plan by assets

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

$21,429,204 Top 26% higher than 74% 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

Wps Bargaining Unit Employees 401(k) 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. Wps Bargaining Unit Employees 401(k) Plan sits mid-pack in the medium band (367 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wps Bargaining Unit Employees 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Wps Bargaining Unit Employees 401(k) Plan end-of-year assets rose from $19M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Wps Bargaining Unit Employees 401(k) Plan reported participants fell from 378 in the plan year 2022 filing to 367 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 391268299 · Wisconsin Physicians Service Insurance Corporation PY 2023 · 401(k)

Wps Bargaining Unit Employees 401(k) Plan · $21M · 367 · 74th

  • ASSETS $21M
  • ASSETS 367
  • ASSETS 74th
  • ASSETS 401(k)
  • ASSETS near Trendsetter Engineering, Inc. 401(k) Profit Sharing Plan
  • ASSETS ind #5396

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 Finance & Insurance retirement plans → · Plans in Wisconsin →

Wps Bargaining Unit Employees 401(k) Plan in the asset neighbourhood

Wps Bargaining Unit Employees 401(k) PlanWps Bargaining Unit Employee…$21MTrendsetter Engineering, Inc. 401(k) Profit Sharing PlanTrendsetter Engineering, Inc…$21MClinical Associates, P.a. 401(k) PlanClinical Associates, P.a. 40…$21MFour Winds Interactive, LLC 401(k) PlanFour Winds Interactive, LLC …$21MDesign Electric, Inc. 401(k) Retirement PlanDesign Electric, Inc. 401(k)…$21M
End-of-year total assets ($M) among Wps Bargaining Unit Employees 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin Physicians Service Insurance Corporation years around the 2023 move

Sponsor-wide plan assets over time

All Wisconsin Physicians Service Insurance Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$658M 9.591920467163186% vs 2022
2024 filing year
$580M$600M$620M$640M$660M$680M 202220232024 $600M $658M ▲ +9.6%
Year Plans Participants Total Assets
2022 3 3,120 $600M
2023 3 3,018 $651M
2024 3 2,907 $658M

2023 asset-move particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$21M
Net Income$3M
Employer EIN391268299
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Wps Bargaining Unit Employees 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Wps Bargaining Unit Employees 401(k) Plan, Total assets ($B): 0.021429204 · Participants: 367Wps Bargaining Unit Employees 401(k) 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
Wps Bargaining Unit Employees 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Wps Bargaining Unit Employees 401(k) Plan side-by-side with 3 peers →

Wps Bargaining Unit Employees 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Trendsetter Engineering, Inc. 401(k) Profit Sharing Plan in TX ($21M); by covered participants it is Lacerta Group, LLC 401(k) Plan in MA (367 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (367 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 Wps Bargaining Unit Employees 401(k) Plan assets move in 2023? ▼
Wps Bargaining Unit Employees 401(k) Plan grew sharply - up 15.6% during 2023, from $19M to $21M. Reported net income was $3M.
How have Wisconsin Physicians Service Insurance Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wisconsin Physicians Service Insurance Corporation's sponsor-wide assets grew 9.6%, from $600M to $658M.
Which 401(k) plans are similar in size to Wps Bargaining Unit Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Trendsetter Engineering, Inc. 401(k) Profit Sharing Plan in TX ($21M, 182 participants).
Which 401(k) plans cover a similar participant headcount to Wps Bargaining Unit Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lacerta Group, LLC 401(k) Plan in MA (367 participants, $5M 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 391268299.

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.