Other · DOL Form 5500 · 2023
Marquette University Retirement Plan
Data updated 2026-08-25
- $865M
- Total assets Above avg plan size
- 3,157
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $273,888
- Avg per participant High balance/head
Official DOL plan name: Marquette University Retirement Plan · Sponsored by Marquette University · Wisconsin · Educational Services
$865M in assets, 3,157 participants
Marquette University's Marquette University Retirement Plan reported $865M in total assets and 3,157 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #3,656 in Educational Services (3,735 peers)
Coverage in Wisconsin
Marquette University Retirement Plan covers 3,157 participants in Wisconsin, 5.6x the typical Wisconsin plan (state average ~563 per filing). Assets: $865M.
- #3,656
- in Educational Services (3,735 peers)
- +11.0%
- assets growth YoY
- 8.7×
- vs typical plan assets (national mean)
Marquette University Retirement Plan's outsized position by total assets
Marquette University Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$864,665,552 Top 2% higher than 98% 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
Marquette University 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. Marquette University Retirement Plan lands in the large band (3,157 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Marquette University Retirement Plan reported net income rose from -$118M in the plan year 2022 filing to $86M in the plan year 2023 filing.
- Marquette University Retirement Plan reported participants rose from 2,039 in the plan year 2022 filing to 3,157 in the plan year 2023 filing.
- Marquette University Retirement Plan end-of-year assets rose from $779M in the plan year 2022 filing to $865M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 390806251 · Marquette University PY 2023 · Other
Marquette University Retirement Plan · $865M · 3,157 · 98th
- PART $865M
- TYPE 3,157
- NET 98th
- BOOK Other
- VS-ST near Georgetown University Voluntary Contribution Retirement Plan
- BOY ind #3656
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 →
Marquette University Retirement Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $779M |
|---|---|
| Net Assets (End of Year) | $865M |
| Net Income | $86M |
| Employer EIN | 390806251 |
| Plan Effective Date | 1960-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Marquette University)
Sponsor-wide plan assets over time
All Marquette University plans reported in each filing year
- Latest sponsor-wide plan assets
- $926M 18.86458159554123% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,039 | $779M |
| 2023 | 1 | 3,157 | $865M |
| 2024 | 1 | 3,173 | $926M |
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
- Thedacare Retirement and 403(b) Savings Plan $741M · 6,021
Marquette University Retirement Plan's out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is Georgetown University Voluntary Contribution Retirement Plan in DC ($865M); by covered participants it is Genesis Healthcare System Tda Thrift Plan in OH (3,167 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($865M here).
- Georgetown University Voluntary Contribution Retirement Plan (DC) $865M · 15,030
- Cape Cod Healthcare 403(b) Partnership Plan (MA) $864M · 4,756
- Presbyterian Healthcare Services 403(b) Plan (NM) $865M · 11,387
- University of Denver Retirement Plan (CO) $848M · 7,241
Similar participant headcount
Nearest other-state filings by covered participants (3,157 participants); asset peers above are excluded.
- Genesis Healthcare System Tda Thrift Plan (OH) 3,167 · 10 off
- Promedica Health System, Inc. 403(b) Plan (OH) 3,147 · 10 off
- Butler University Retirement Plan (IN) 3,137 · 20 off
- Blanchard Valley Health System 403(b) Plan (OH) 3,178 · 21 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.