Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees Greater Wisconsin Employer-Union Pension Trust Fund Pension Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets: N/A
Participants Small participant base: 54th
Percentile by assets National rank

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Official DOL plan name: Greater Wisconsin Multi-Employer Retirement Income · Sponsored by Board of Trustees Greater Wisconsin Employer-Union Pension Trust Fund · Wisconsin · Manufacturing

$8M in assets, N/A participants

Board of Trustees Greater Wisconsin Employer-Union Pension Trust Fund's Greater Wisconsin Multi-Employer Retirement Income reported $8M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

#7,414 in Manufacturing (18,722 peers)

Board of Trustees Greater Wisconsin Employer-Union Pension Trust Fund multi-year trail

Board of Trustees Greater Wisconsin Employer-Union Pension Trust Fund's plans moved -76.1% in assets from 2022 to 2024; this filing shows Greater Wisconsin Multi-Employer Retirement Income at $8M / N/A participants.

#7,414
in Manufacturing (18,722 peers): -37.0%
assets change YoY

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Greater Wisconsin Multi-Employer Retirement Income's mid-pack asset rank among Manufacturing and all filers

Greater Wisconsin Multi-Employer Retirement Income vs every filed plan by assets

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

$8,225,317 Top 46% higher than 54% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Greater Wisconsin Multi-Employer Retirement Income end-of-year assets fell from $13M in the plan year 2022 filing to $8M in the plan year 2023 filing.
Greater Wisconsin Multi-Employer Retirement Income reported net income rose from -$7M in the plan year 2022 filing to -$5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 396188024 · Board of Trustees Greater Wisconsin Employer-Union Pension Trust Fund PY 2023 · Defined Benefit (Pension)

Greater Wisconsin Multi-Employer Retirement Income · $8M · N/A · 54th

NET $8M
BOOK N/A
VS-ST 54th
BOY Defined Benefit (Pension)
SCH near Employees Retirement Plan of Consolidated Shoe Company, Inc.
EBSA ind #7414

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 Manufacturing retirement plans → · Plans in Wisconsin →

End-of-year total assets ($M) among Greater Wisconsin Multi-Employer Retirement Income and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Board of Trustees Greater Wisconsin Employer-Union Pension Trust Fund multi-year asset trail

Latest sponsor-wide plan assets: $3M 76.13604141561497% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	N/A	$13M
2023	1	N/A	$8M
2024	1	N/A	$3M

Board of Trustees Greater Wisconsin Employer-Union Pension Trust Fund filing trail (2023)

Total Assets (Beginning of Year)	$13M
Net Assets (End of Year)	$8M
Net Income	-$5M
Employer EIN	396188024
Plan Effective Date	1965-06-01
Filing Status	FILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Wisconsin

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

Greater Wisconsin Multi-Employer Retirement Income vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants

The Northwestern Mutual Employee Retirement Plan $3.3B · 8,348
Building Trades United Pension Trust Fund Milwaukee and Vicinity $3.3B · 9,960
The Northwestern Mutual Life Insurance Company Agents Retirement Plan $2.1B · 7,368
Harley-Davidson Retirement Plan $1.9B · 1,560
Rockwell Automation Pension Plan $1.8B · 2,136

Compare Greater Wisconsin Multi-Employer Retirement Income side-by-side with 3 peers →

Greater Wisconsin Multi-Employer Retirement Income's closest out-of-state Defined Benefit (Pension) peers by assets

Outside Wisconsin, the nearest Defined Benefit (Pension) by end-of-year assets is Employees Retirement Plan of Consolidated Shoe Company, Inc. in VA at $8M (this filing: $8M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Employees Retirement Plan of Consolidated Shoe Company, Inc. (VA) $8M · 13
Zoological Society of Philadelphia Retirement Plan (PA) $8M · 29
Lamesa National Bank Pension Plan (TX) $8M · 22
American Institute of Chemical Engineers Employees' Retirement Plan (NY) $8M · 8

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 Greater Wisconsin Multi-Employer Retirement Income assets move in 2023? ▼

Greater Wisconsin Multi-Employer Retirement Income contracted severely - down 37.0% during 2023, from $13M to $8M. Reported net income was -$5M.

How have Board of Trustees Greater Wisconsin Employer-Union Pension Trust Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees Greater Wisconsin Employer-Union Pension Trust Fund's sponsor-wide assets declined 76.1%, from $13M to $3M.

Which Defined Benefit (Pension) plans are similar in size to Greater Wisconsin Multi-Employer Retirement Income? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Employees Retirement Plan of Consolidated Shoe Company, Inc. in VA ($8M, 13 participants).

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 396188024.