401(k) · DOL Form 5500 · 2023

Milwaukee Bucks, LLC 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
359
Participants Below avg headcount
76th
Percentile by assets National rank
$65,796
Avg per participant Below avg balance/head
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Official DOL plan name: Milwaukee Bucks Retirement Savings Plan · Sponsored by Milwaukee Bucks, LLC · Wisconsin · Arts, Entertainment & Recreation

$24M in assets, 359 participants

Milwaukee Bucks, LLC's Milwaukee Bucks Retirement Savings Plan reported $24M in total assets and 359 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #2,505 in Arts, Entertainment & Recreation (2,945 peers)

Where Milwaukee Bucks Retirement Savings Plan sits by assets

Milwaukee Bucks Retirement Savings Plan sits in the top quartile of all filed plans by assets, $24M for 359 participants (~$65,796/participant), up 21.1% in 2023.

#2,505
in Arts, Entertainment & Recreation (2,945 peers)
+21.1%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Milwaukee Bucks Retirement Savings Plan's outsized position by total assets

Milwaukee Bucks Retirement Savings Plan vs every filed plan by assets

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

$23,620,934 Top 24% higher than 76% 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 Bucks 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. Milwaukee Bucks Retirement Savings Plan sits mid-pack in the medium band (359 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Milwaukee Bucks Retirement Savings Plan reported net income rose from -$5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Milwaukee Bucks Retirement Savings Plan reported participants fell from 618 in the plan year 2022 filing to 359 in the plan year 2023 filing.
  • Milwaukee Bucks Retirement Savings Plan end-of-year assets rose from $20M in the plan year 2022 filing to $24M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 391513690 · Milwaukee Bucks, LLC PY 2023 · 401(k)

Milwaukee Bucks Retirement Savings Plan · $24M · 359 · 76th

  • EBSA $24M
  • PART 359
  • TYPE 76th
  • NET 401(k)
  • BOOK near United Audit Systems,Inc. Savings & Investment Plan
  • VS-ST ind #2505

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 Bucks Retirement Savings Plan in the asset neighbourhood

Milwaukee Bucks Retirement Savings PlanMilwaukee Bucks Retirement S…$24MUnited Audit Systems,Inc. Savings & Investment PlanUnited Audit Systems,Inc. Sa…$24MSchuler, Inc. Salary Savings PlanSchuler, Inc. Salary Savings…$24MMidcountry Bank 401(k) Plan$24MSierra Canyon Foundation 401(k) PlanSierra Canyon Foundation 401…$24M
End-of-year total assets ($M) among Milwaukee Bucks Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$24M
Net Income$4M
Employer EIN391513690
Plan Effective Date1992-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Milwaukee Bucks, LLC)

Sponsor-wide plan assets over time

All Milwaukee Bucks, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$29M 49.07232252839195% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $19.5M $29.1M ▲ +49.1%
Year Plans Participants Total Assets
2022 1 618 $20M
2023 1 359 $24M
2024 1 368 $29M

Nearby 401(k) Plans in Wisconsin

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

Milwaukee Bucks Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Milwaukee Bucks Retirement Savings Plan, Total assets ($B): 0.023620934 · Participants: 359Milwaukee Bucks Retirement 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 Bucks Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Milwaukee Bucks Retirement Savings Plan side-by-side with 3 peers →

Milwaukee Bucks Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is United Audit Systems,Inc. Savings & Investment Plan in OH ($24M); by covered participants it is Harmac Medical Products, Inc. Retirement Savings Plan in NY (359 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (359 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 Bucks Retirement Savings Plan assets move in 2023? ▼
Milwaukee Bucks Retirement Savings Plan grew sharply - up 21.1% during 2023, from $20M to $24M. Reported net income was $4M.
How have Milwaukee Bucks, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Milwaukee Bucks, LLC's sponsor-wide assets grew 49.1%, from $20M to $29M.
Where does Milwaukee Bucks Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Milwaukee Bucks Retirement Savings Plan ranks in the 76th 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 401(k) plans are similar in size to Milwaukee Bucks Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is United Audit Systems,Inc. Savings & Investment Plan in OH ($24M, 372 participants).
Which 401(k) plans cover a similar participant headcount to Milwaukee Bucks Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Harmac Medical Products, Inc. Retirement Savings Plan in NY (359 participants, $21M 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 391513690.

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.