401(k) · DOL Form 5500 · 2023

Rise Wisconsin, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
109
Participants Small participant base
44th
Percentile by assets National rank
$44,109
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan for Employees of Rise Wisconsin, Inc. · Sponsored by Rise Wisconsin, Inc. · Wisconsin · Healthcare & Social Assistance

$5M in assets, 109 participants

Rise Wisconsin, Inc.'s 403(b) Thrift Plan for Employees of Rise Wisconsin, Inc. reported $5M in total assets and 109 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,368 in Healthcare & Social Assistance (17,684 peers)

Coverage in Wisconsin

403(b) Thrift Plan for Employees of Rise Wisconsin, Inc. covers 109 participants in Wisconsin, about 19% of the average Wisconsin filer (state average ~563 per filing). Assets: $5M.

#8,368
in Healthcare & Social Assistance (17,684 peers)
+22.9%
assets growth YoY

403(b) Thrift Plan for Employees of Rise Wisconsin, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan for Employees of Rise Wisconsin, Inc. vs every filed plan by assets

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

$4,807,855 44th percentile higher than 44% 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

403(b) Thrift Plan for Employees of Rise Wisconsin, Inc. 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. 403(b) Thrift Plan for Employees of Rise Wisconsin, Inc. sits mid-pack in the medium band (109 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Thrift Plan for Employees of Rise Wisconsin, Inc. reported net income rose from -$434K in the plan year 2022 filing to $896K in the plan year 2023 filing.
  • 403(b) Thrift Plan for Employees of Rise Wisconsin, Inc. end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 912064768 · Rise Wisconsin, Inc. PY 2023 · 401(k)

403(b) Thrift Plan for Employees of Rise Wisconsin, Inc. · $5M · 109 · 44th

  • 5500 $5M
  • 5500 109
  • 5500 44th
  • 5500 401(k)
  • 5500 near Orthopaedics Spine and Sports 401 K Profit Sharing Plan Trust
  • 5500 ind #8368

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 Healthcare & Social Assistance retirement plans → · Plans in Wisconsin →

403(b) Thrift Plan for Employees of Rise Wisconsin, Inc. in the asset neighbourhood

403(b) Thrift Plan for Employees of Rise Wisconsin, Inc.403(b) Thrift Plan for Emplo…$5MOrthopaedics Spine and Sports 401 K Profit Sharing Plan TrustOrthopaedics Spine and Sport…$5MEnvironmental Community Development Co., Inc. 401(k) PlanEnvironmental Community Deve…$5MButler County Childrens Center, Inc. Employees Savings TrustButler County Childrens Cent…$5MOregon Screen Impressions, Inc. Employees' 401(k))Oregon Screen Impressions, I…$5M
End-of-year total assets ($M) among 403(b) Thrift Plan for Employees of Rise Wisconsin, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$896K
Employer EIN912064768
Plan Effective Date2002-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rise Wisconsin, Inc.)

Sponsor-wide plan assets over time

All Rise Wisconsin, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 27.496086364802945% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.91M $4.99M ▲ +27.6%
Year Plans Participants Total Assets
2022 1 108 $4M
2023 1 109 $5M
2024 1 116 $5M

Nearby 401(k) Plans in Wisconsin

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

403(b) Thrift Plan for Employees of Rise Wisconsin, Inc. vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants 403(b) Thrift Plan for Employees of Rise Wisconsin, Inc., Total assets ($B): 0.004807855 · Participants: 109403(b) Thrift Plan for Employees of Rise Wisconsin, Inc.Advocate 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
403(b) Thrift Plan for Employees of Rise Wisconsin, Inc. vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare 403(b) Thrift Plan for Employees of Rise Wisconsin, Inc. side-by-side with 3 peers →

403(b) Thrift Plan for Employees of Rise Wisconsin, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Orthopaedics Spine and Sports 401 K Profit Sharing Plan Trust in NY ($5M); by covered participants it is Mcmanis & Monsalve Associates Profit Sharing Plan in MD (109 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (109 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 403(b) Thrift Plan for Employees of Rise Wisconsin, Inc. assets move in 2023? ▼
403(b) Thrift Plan for Employees of Rise Wisconsin, Inc. grew sharply - up 22.9% during 2023, from $4M to $5M. Reported net income was $896K.
How have Rise Wisconsin, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rise Wisconsin, Inc.'s sponsor-wide assets grew 27.5%, from $4M to $5M.
Which 401(k) plans are similar in size to 403(b) Thrift Plan for Employees of Rise Wisconsin, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Orthopaedics Spine and Sports 401 K Profit Sharing Plan Trust in NY ($5M, 100 participants).
Which 401(k) plans cover a similar participant headcount to 403(b) Thrift Plan for Employees of Rise Wisconsin, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcmanis & Monsalve Associates Profit Sharing Plan in MD (109 participants, $7M 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 912064768.

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.