401(k) · DOL Form 5500 · 2023

State Bar of Wisconsin 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
82
Participants Small participant base
73rd
Percentile by assets National rank
$243,217
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: State Bar of Wisconsin Savings Plan · Sponsored by State Bar of Wisconsin · Wisconsin · Other Services

$20M in assets, 82 participants

State Bar of Wisconsin's State Bar of Wisconsin Savings Plan reported $20M in total assets and 82 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #6,676 in Other Services (7,857 peers)

State Bar of Wisconsin multi-year trail

State Bar of Wisconsin's plans moved +28.5% in assets from 2022 to 2024; this filing shows State Bar of Wisconsin Savings Plan at $20M / 82 participants.

#6,676
in Other Services (7,857 peers)
+15.3%
assets growth YoY

State Bar of Wisconsin Savings Plan's outsized position by total assets

State Bar of Wisconsin Savings Plan vs every filed plan by assets

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

$19,943,754 Top 27% higher than 73% 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

State Bar of Wisconsin Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. State Bar of Wisconsin Savings Plan is a small filing (82 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • State Bar of Wisconsin Savings Plan reported net income rose from -$7M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • State Bar of Wisconsin Savings Plan end-of-year assets rose from $17M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • State Bar of Wisconsin Savings Plan reported participants fell from 84 in the plan year 2022 filing to 82 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 390807061 · State Bar of Wisconsin PY 2023 · 401(k)

State Bar of Wisconsin Savings Plan · $20M · 82 · 73rd

  • 5500 $20M
  • 5500 82
  • 5500 73rd
  • 5500 401(k)
  • 5500 near B & M Precision, Inc.
  • 5500 ind #6676

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 Other Services retirement plans → · Plans in Wisconsin →

State Bar of Wisconsin Savings Plan in the asset neighbourhood

State Bar of Wisconsin Savings PlanState Bar of Wisconsin Savin…$20MB & M Precision, Inc.$20MCentral Montana Medical Center 401(k) PlanCentral Montana Medical Cent…$20MCalico Cottage, Inc. Profit Sharing 401(k) PlanCalico Cottage, Inc. Profit …$20MArora Engineers, LLC 401(k) PlanArora Engineers, LLC 401(k) …$20M
End-of-year total assets ($M) among State Bar of Wisconsin Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

State Bar of Wisconsin multi-year asset trail

Sponsor-wide plan assets over time

All State Bar of Wisconsin plans reported in each filing year

Latest sponsor-wide plan assets
$22M 28.466769807702754% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17.3M $22.2M ▲ +28.5%
Year Plans Participants Total Assets
2022 1 84 $17M
2023 1 82 $20M
2024 1 81 $22M

State Bar of Wisconsin filing trail (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN390807061
Plan Effective Date1986-01-10
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

State Bar of Wisconsin Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants State Bar of Wisconsin Savings Plan, Total assets ($B): 0.019943754 · Participants: 82State Bar of Wisconsin 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
State Bar of Wisconsin Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare State Bar of Wisconsin Savings Plan side-by-side with 3 peers →

State Bar of Wisconsin Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is B & M Precision, Inc. in FL ($20M); by covered participants it is Healthy Back Brand Holdings 401(k) Plan in MD (82 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (82 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 State Bar of Wisconsin Savings Plan assets move in 2023? ▼
State Bar of Wisconsin Savings Plan grew sharply - up 15.3% during 2023, from $17M to $20M. Reported net income was $3M.
How have State Bar of Wisconsin plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), State Bar of Wisconsin's sponsor-wide assets grew 28.5%, from $17M to $22M.
Which 401(k) plans are similar in size to State Bar of Wisconsin Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is B & M Precision, Inc. in FL ($20M, 231 participants).
Which 401(k) plans cover a similar participant headcount to State Bar of Wisconsin Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Healthy Back Brand Holdings 401(k) Plan in MD (82 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 390807061.

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.