401(k) · DOL Form 5500 · 2023
Wisconsin Education Association Council 401(k) Plan
Data updated 2026-08-25
- $37M
- Total assets Below avg plan size
- 41
- Participants Small participant base
- 82nd
- Percentile by assets National rank
- $910,315
- Avg per participant High balance/head
Official DOL plan name: Wisconsin Education Association Council Professional and Associate Staff Retirement and 401(k) Plan · Sponsored by Wisconsin Education Association Council · Wisconsin · Other Services
$37M in assets, 41 participants
Wisconsin Education Association Council's Wisconsin Education Association Council Professional and Associate Staff Retirement and 401(k) Plan reported $37M in total assets and 41 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.
- #7,201 in Other Services (7,857 peers)
Where Wisconsin Education Association Council Professional and Associate Staff Retirement and 401(k) Plan sits by assets
Wisconsin Education Association Council Professional and Associate Staff Retirement and 401(k) Plan sits in the top quartile of all filed plans by assets, $37M for 41 participants (~$910,315/participant), up 13.2% in 2023.
- #7,201
- in Other Services (7,857 peers)
- +13.2%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Wisconsin Education Association Council Professional and Associate Staff Retirement and 401(k) Plan's outsized position by total assets
Wisconsin Education Association Council Professional and Associate Staff Retirement and 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$37,322,928 Top 18% higher than 82% 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
Wisconsin Education Association Council Professional and Associate Staff Retirement and 401(k) Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wisconsin Education Association Council Professional and Associate Staff Retirement and 401(k) Plan is a small filing (41 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Wisconsin Education Association Council Professional and Associate Staff Retirement and 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Wisconsin Education Association Council Professional and Associate Staff Retirement and 401(k) Plan end-of-year assets rose from $33M in the plan year 2022 filing to $37M in the plan year 2023 filing.
- Wisconsin Education Association Council Professional and Associate Staff Retirement and 401(k) Plan reported participants fell from 43 in the plan year 2022 filing to 41 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 391169160 · Wisconsin Education Association Council PY 2023 · 401(k)
Wisconsin Education Association Council Professional and Associate Staff Retirement and 401(k) Plan · $37M · 41 · 82nd
- BOY $37M
- SCH 41
- EBSA 82nd
- PART 401(k)
- TYPE near Umc 401(k) Plan
- NET ind #7201
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 Other Services retirement plans → · Plans in Wisconsin →
Wisconsin Education Association Council Professional and Associate Staff Retirement and 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | $4M |
| Employer EIN | 391169160 |
| Plan Effective Date | 2002-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wisconsin Education Association Council)
Sponsor-wide plan assets over time
All Wisconsin Education Association Council plans reported in each filing year
- Latest sponsor-wide plan assets
- $39M 17.795196131887504% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 43 | $33M |
| 2023 | 1 | 41 | $37M |
| 2024 | 1 | 41 | $39M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
Wisconsin Education Association Council Professional and Associate Staff Retirement and 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Umc 401(k) Plan in CA ($37M); by covered participants it is Houston Vehicle Leasing 401(k) Plan in TX (41 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($37M here).
- Umc 401(k) Plan (CA) $37M · 56
- Cnb Bank Shares, Inc. 401(k) (IL) $37M · 266
- Bgb Communications LLC 401(k) Plan (NY) $37M · 432
- Delta 401(k) Retirement Plan for Seasonal Employees (GA) $37M · 1,568
Similar participant headcount
Nearest other-state filings by covered participants (41 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.