Defined Benefit (Pension) · DOL Form 5500 · 2023

Fiserv, Inc. Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
43
Participants Small participant base
42nd
Percentile by assets National rank
$104,518
Avg per participant Below avg balance/head
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Official DOL plan name: Fiserv Employees' Retirement Plan · Sponsored by Fiserv, Inc. · Wisconsin · Professional & Technical Services

$4M in assets, 43 participants

Fiserv, Inc.'s Fiserv Employees' Retirement Plan reported $4M in total assets and 43 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #8,113 in Professional & Technical Services (20,321 peers)

Fiserv, Inc. multi-year trail

Fiserv, Inc.'s plans moved -99.6% in assets from 2022 to 2024; this filing shows Fiserv Employees' Retirement Plan at $4M / 43 participants.

#8,113
in Professional & Technical Services (20,321 peers)
+1.6%
assets growth YoY

Fiserv Employees' Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Fiserv Employees' Retirement Plan vs every filed plan by assets

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

$4,494,271 42nd percentile higher than 42% 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

Fiserv Employees' Retirement 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. Fiserv Employees' Retirement Plan is a small filing (43 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fiserv Employees' Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $72K in the plan year 2023 filing.
  • Fiserv Employees' Retirement Plan reported participants fell from 57 in the plan year 2022 filing to 43 in the plan year 2023 filing.
  • Fiserv Employees' Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 391506125 · Fiserv, Inc. PY 2023 · Defined Benefit (Pension)

Fiserv Employees' Retirement Plan · $4M · 43 · 42nd

  • BOOK $4M
  • VS-ST 43
  • BOY 42nd
  • SCH Defined Benefit (Pension)
  • EBSA near P.W. Woo & Sons, Inc. Defined Benefit Pension Plan
  • PART ind #8113

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 Professional & Technical Services retirement plans → · Plans in Wisconsin →

Fiserv Employees' Retirement Plan in the asset neighbourhood

Richmond Santa Rosa Vallejo Newspaper Guild Retirement PlanRichmond Santa Rosa Vallejo …$5MP.W. Woo & Sons, Inc. Defined Benefit Pension PlanP.W. Woo & Sons, Inc. Define…$4MFiserv Employees' Retirement PlanFiserv Employees' Retirement…$4MFeigco Inc Defined Benefit Pension PlanFeigco Inc Defined Benefit P…$4MChampion Discs, Inc. Cash Balance Pension PlanChampion Discs, Inc. Cash Ba…$4M
End-of-year total assets ($M) among Fiserv Employees' Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Fiserv, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Fiserv, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16K 99.63873791393249% vs 2022
2024 filing year
$0M$2M$4M$6M 202220232024 $4.42M $0.02M ▼ -99.5%
Year Plans Participants Total Assets
2022 1 57 $4M
2023 1 43 $4M
2024 1 36 $16K

Fiserv, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$72K
Employer EIN391506125
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Wisconsin

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Fiserv Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Fiserv Employees' Retirement Plan, Total assets ($B): 0.004494271 · Participants: 43Fiserv Employees' Retirement PlanThe Northwestern Mutual Employee Retirement Plan, Total assets ($B): 3.298151091 · Participants: 8348The Northwestern Mutual Employee Retirement PlanBuilding Trades United Pension Trust Fund Milwaukee and Vicinity, Total assets ($B): 3.267131995 · Participants: 9960Building Trades United Pension Trust Fund Milwaukee and VicinityThe Northwestern Mutual Life Insurance Company Agents Retirement Plan, Total assets ($B): 2.08393057 · Participants: 7368The Northwestern Mutual Life Insurance Company Agents Retirement PlanHarley-Davidson Retirement Plan, Total assets ($B): 1.912240682 · Participants: 1560Harley-Davidson Retirement PlanRockwell Automation Pension Plan, Total assets ($B): 1.77661124 · Participants: 2136Rockwell Automation Pension Plan
Fiserv Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare Fiserv Employees' Retirement Plan side-by-side with 3 peers →

Fiserv Employees' Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is P.W. Woo & Sons, Inc. Defined Benefit Pension Plan in CA ($4M); by covered participants it is Unholtz-Dickie Corporation Retirement Plan in CT (43 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (43 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 Fiserv Employees' Retirement Plan assets move in 2023? ▼
Fiserv Employees' Retirement Plan edged up modestly - up 1.6% during 2023, from $4M to $4M. Reported net income was $72K.
How have Fiserv, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fiserv, Inc.'s sponsor-wide assets declined 99.6%, from $4M to $16K.
Which Defined Benefit (Pension) plans are similar in size to Fiserv Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is P.W. Woo & Sons, Inc. Defined Benefit Pension Plan in CA ($4M, 1 participant).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Fiserv Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Unholtz-Dickie Corporation Retirement Plan in CT (43 participants, $28M 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 391506125.

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.