Other · DOL Form 5500 · 2023
Wisconsin Association of Independent Colleges and Universities Retirement Plan
Data updated 2026-08-25
- $400M
- Total assets Above avg plan size
- 2,157
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $185,312
- Avg per participant Above avg balance/head
Official DOL plan name: Waicu Retirement Readiness Plan · Sponsored by Wisconsin Association of Independent Colleges and Universities · Wisconsin · Educational Services
$400M in assets, 2,157 participants
Wisconsin Association of Independent Colleges and Universities's Waicu Retirement Readiness Plan reported $400M in total assets and 2,157 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #3,561 in Educational Services (3,735 peers)
Coverage in Wisconsin
Waicu Retirement Readiness Plan covers 2,157 participants in Wisconsin, 3.8x the typical Wisconsin plan (state average ~563 per filing). Assets: $400M.
- #3,561
- in Educational Services (3,735 peers)
- +16.7%
- assets growth YoY
- 4.0×
- vs typical plan assets (national mean)
Waicu Retirement Readiness Plan's outsized position by total assets
Waicu Retirement Readiness Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$399,718,425 Top 3% higher than 97% 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
Waicu Retirement Readiness Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Waicu Retirement Readiness Plan lands in the large band (2,157 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Waicu Retirement Readiness Plan reported net income rose from -$61M in the plan year 2022 filing to $39M in the plan year 2023 filing.
- Waicu Retirement Readiness Plan end-of-year assets rose from $343M in the plan year 2022 filing to $400M in the plan year 2023 filing.
- Waicu Retirement Readiness Plan reported participants fell from 2,238 in the plan year 2022 filing to 2,157 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 391039417 · Wisconsin Association of Independent Colleges and Universities PY 2023 · Other
Waicu Retirement Readiness Plan · $400M · 2,157 · 97th
- PHOTO $400M
- PHOTO 2,157
- PHOTO 97th
- PHOTO Other
- PHOTO near Santa Clara University Tax-Deferred Annuity Plan
- PHOTO ind #3561
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 Educational Services retirement plans → · Plans in Wisconsin →
Waicu Retirement Readiness Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $343M |
|---|---|
| Net Assets (End of Year) | $400M |
| Net Income | $39M |
| Employer EIN | 391039417 |
| Plan Effective Date | 2018-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wisconsin Association of Independent Colleges and Universities)
Sponsor-wide plan assets over time
All Wisconsin Association of Independent Colleges and Universities plans reported in each filing year
- Latest sponsor-wide plan assets
- $418M 22.016926760363802% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,238 | $343M |
| 2023 | 1 | 2,157 | $400M |
| 2024 | 1 | 2,100 | $418M |
Nearby Other Plans in Wisconsin
Peer Other plans, same state, same plan type, ranked by total assets.
- The Medical College of Wisconsin, Inc. Retirement Plan $2.3B · 6,591
- Froedtert Health, Inc. 403(b) Plan $1.9B · 15,352
- University of Wisconsin Medical Foundation Physicians Retirement Plan $1.3B · 1,636
- Children's Hospital and Health System Shared Retirement Savings Plan $898M · 5,798
- Marquette University Retirement Plan $865M · 3,157
Waicu Retirement Readiness Plan's out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is Santa Clara University Tax-Deferred Annuity Plan in CA ($401M); by covered participants it is Howard Hughes Medical Institute Retirement Savings Plan in MD (2,154 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($400M here).
- Santa Clara University Tax-Deferred Annuity Plan (CA) $401M · 1,999
- Phoebe Putney Health System 403(b) Deferred Savings Plan (GA) $398M · 4,103
- Touro 403(b) Plan (NY) $401M · 4,055
- Children's Hospital & Medical Center 403(b) Plan (NE) $397M · 3,405
Similar participant headcount
Nearest other-state filings by covered participants (2,157 participants); asset peers above are excluded.
- Howard Hughes Medical Institute Retirement Savings Plan (MD) 2,154 · 3 off
- Gonzaga University 403b Retirement Plan (WA) 2,153 · 4 off
- Integritus Healthcare Retirement Savings Plan (MA) 2,165 · 8 off
- University of Massachusetts Global 403(b) Defined Contribution Retirement Plan (CA) 2,168 · 11 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.