Other · DOL Form 5500 · 2023

The Medical College of Wisconsin, Inc. Retirement Plan

Data updated 2026-08-25

$2.3B
Total assets Very large vs avg
6,591
Participants Above avg headcount
99th
Percentile by assets National rank
$355,943
Avg per participant High balance/head
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Official DOL plan name: The Medical College of Wisconsin, Inc. Retirement Plan · Sponsored by The Medical College of Wisconsin, Inc. · Wisconsin · Educational Services

$2.3B in assets, 6,591 participants

The Medical College of Wisconsin, Inc.'s The Medical College of Wisconsin, Inc. Retirement Plan reported $2.3B in total assets and 6,591 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

  • #3,706 in Educational Services (3,735 peers)

Coverage in Wisconsin

The Medical College of Wisconsin, Inc. Retirement Plan covers 6,591 participants in Wisconsin, 12x the typical Wisconsin plan (state average ~563 per filing). Assets: $2.3B.

#3,706
in Educational Services (3,735 peers)
+16.3%
assets growth YoY
24×
vs typical plan assets (national mean)

The Medical College of Wisconsin, Inc. Retirement Plan's outsized position by total assets

The Medical College of Wisconsin, Inc. Retirement Plan vs every filed plan by assets

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

$2,346,022,816 Top 1% higher than 99% 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

The Medical College of Wisconsin, Inc. Retirement 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. The Medical College of Wisconsin, Inc. Retirement Plan lands in the large band (6,591 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Medical College of Wisconsin, Inc. Retirement Plan reported net income rose from -$346M in the plan year 2022 filing to $329M in the plan year 2023 filing.
  • The Medical College of Wisconsin, Inc. Retirement Plan end-of-year assets rose from $2.0B in the plan year 2022 filing to $2.3B in the plan year 2023 filing.
  • The Medical College of Wisconsin, Inc. Retirement Plan reported participants rose from 6,020 in the plan year 2022 filing to 6,591 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 390806261 · The Medical College of Wisconsin, Inc. PY 2023 · Other

The Medical College of Wisconsin, Inc. Retirement Plan · $2.3B · 6,591 · 99th

  • RANK $2.3B
  • PHOTO 6,591
  • IND 99th
  • EOY Other
  • 5500 near Ohiohealth Retirement Savings Plan 403(b)
  • ASSETS ind #3706

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 →

The Medical College of Wisconsin, Inc. Retirement Plan in the asset neighbourhood

The Medical College of Wisconsin, Inc. Retirement PlanThe Medical College of Wisco…$2.3BOhiohealth Retirement Savings Plan 403(b)Ohiohealth Retirement Saving…$2.3BNortheastern University Retirement PlanNortheastern University Reti…$2.3BBaptist Health South Florida, Inc. 403(b) Employee Retirement PlanBaptist Health South Florida…$2.3BVanderbilt University Retirement PlanVanderbilt University Retire…$2.3B
End-of-year total assets ($B) among The Medical College of Wisconsin, Inc. Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$2.0B
Net Assets (End of Year)$2.3B
Net Income$329M
Employer EIN390806261
Plan Effective Date1963-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Medical College of Wisconsin, Inc.)

Sponsor-wide plan assets over time

All The Medical College of Wisconsin, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2.6B 28.739276239840493% vs 2022
2024 filing year
$1.8B$2B$2.2B$2.4B$2.6B$2.8B 202220232024 $2.02B $2.6B ▲ +28.7%
Year Plans Participants Total Assets
2022 1 6,020 $2.0B
2023 1 6,591 $2.3B
2024 1 6,796 $2.6B

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 vs. nearby Other plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 0.511.522.5 Total assets ($B) Participants The Medical College of Wisconsin, Inc. Retirement Plan, Total assets ($B): 2.346022816 · Participants: 6591The Medical College of Wisconsin, Inc. Retirement PlanFroedtert Health, Inc. 403(b) Plan, Total assets ($B): 1.876462966 · Participants: 15352Froedtert Health, Inc. 403(b) PlanUniversity of Wisconsin Medical Foundation Physicians Retirement Plan, Total assets ($B): 1.274399771 · Participants: 1636University of Wisconsin Medical Foundation Physicians Retirement PlanChildren's Hospital and Health System Shared Retirement Savings Plan, Total assets ($B): 0.898092237 · Participants: 5798Children's Hospital and Health System Shared Retirement Savings PlanMarquette University Retirement Plan, Total assets ($B): 0.864665552 · Participants: 3157Marquette University Retirement PlanThedacare Retirement and 403(b) Savings Plan, Total assets ($B): 0.74121564 · Participants: 6021Thedacare Retirement and 403(b) Savings Plan
The Medical College of Wisconsin, Inc. Retirement Plan vs. nearby Other plans in Wisconsin, assets vs. participants
Compare The Medical College of Wisconsin, Inc. Retirement Plan side-by-side with 3 peers →

Scale composition for The Medical College of Wisconsin, Inc. Retirement Plan

The Medical College of Wisconsin, Inc. Retirement Plan reports $2.3B in end-of-year assets across 6,591 participants (0.019% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $355,943 per participant (2.6x the national average assets-per-participant) . Net income for plan year 2023 was $329M.

This plan identity (EIN 390806261, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.0B to $2.6B (+28.7%) while covered participants moved from 6,020 to 6,796 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 6,020 $2.0B Open filing
2023 6,591 $2.3B This page
2024 · index core 6,796 $2.6B Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

The Medical College of Wisconsin, Inc. Retirement Plan's out-of-state Other peers by assets and headcount

Outside Wisconsin, the nearest Other by assets is Ohiohealth Retirement Savings Plan 403(b) in OH ($2.3B); by covered participants it is Howard University Savings Plan in DC (6,611 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2.3B here).

Similar participant headcount

Nearest other-state filings by covered participants (6,591 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 The Medical College of Wisconsin, Inc. Retirement Plan assets move in 2023? ▼
The Medical College of Wisconsin, Inc. Retirement Plan grew sharply - up 16.3% during 2023, from $2.0B to $2.3B. Reported net income was $329M.
How have The Medical College of Wisconsin, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Medical College of Wisconsin, Inc.'s sponsor-wide assets grew 28.7%, from $2.0B to $2.6B.
Where does The Medical College of Wisconsin, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
The Medical College of Wisconsin, Inc. Retirement Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Other plans are similar in size to The Medical College of Wisconsin, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Ohiohealth Retirement Savings Plan 403(b) in OH ($2.3B, 28,604 participants).
Which Other plans cover a similar participant headcount to The Medical College of Wisconsin, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Howard University Savings Plan in DC (6,611 participants, $1.1B 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 390806261.

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.