Other · DOL Form 5500 · 2023
Milwaukee School of Engineering Retirement Plan
Data updated 2026-08-25
- $158M
- Total assets Near avg plan size
- 454
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $348,924
- Avg per participant High balance/head
Official DOL plan name: Milwaukee School of Engineering Defined Contribution Plan · Sponsored by Milwaukee School of Engineering · Wisconsin · Educational Services
$158M in assets, 454 participants
Milwaukee School of Engineering's Milwaukee School of Engineering Defined Contribution Plan reported $158M in total assets and 454 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #3,337 in Educational Services (3,735 peers)
Where Milwaukee School of Engineering Defined Contribution Plan sits by assets
Milwaukee School of Engineering Defined Contribution Plan sits in the top 10% of all filed plans by assets, $158M for 454 participants (~$348,924/participant), up 10.0% in 2023.
- #3,337
- in Educational Services (3,735 peers)
- +10.0%
- assets growth YoY
- 1.6×
- vs typical plan assets (national mean)
Milwaukee School of Engineering Defined Contribution Plan's outsized position by total assets
Milwaukee School of Engineering Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$158,411,672 Top 6% higher than 94% 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
Milwaukee School of Engineering Defined Contribution Plan 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. Milwaukee School of Engineering Defined Contribution Plan sits mid-pack in the medium band (454 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Milwaukee School of Engineering Defined Contribution Plan end-of-year assets rose from $144M in the plan year 2022 filing to $158M in the plan year 2023 filing.
- Milwaukee School of Engineering Defined Contribution Plan reported net income fell from $16M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- Milwaukee School of Engineering Defined Contribution Plan reported participants rose from 431 in the plan year 2022 filing to 454 in the plan year 2023 filing.
DOL schedule card
Filing strip 390477970 · Milwaukee School of Engineering PY 2023 · Other
Milwaukee School of Engineering Defined Contribution Plan · $158M · 454 · 94th
- EBSA $158M
- PART 454
- TYPE 94th
- NET Other
- BOOK near Berea College Retirement Plan
- VS-ST ind #3337
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 →
Milwaukee School of Engineering Defined Contribution Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $144M |
|---|---|
| Net Assets (End of Year) | $158M |
| Net Income | $14M |
| Employer EIN | 390477970 |
| Plan Effective Date | 1956-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Milwaukee School of Engineering)
Sponsor-wide plan assets over time
All Milwaukee School of Engineering plans reported in each filing year
- Latest sponsor-wide plan assets
- $176M 22.287451024735823% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 431 | $144M |
| 2023 | 1 | 454 | $158M |
| 2024 | 1 | 462 | $176M |
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
- Marquette University Retirement Plan $865M · 3,157
Milwaukee School of Engineering Defined Contribution Plan's out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is Berea College Retirement Plan in KY ($158M); by covered participants it is Van Wert County Hospital-Tax Deferred 403(b) Plan in OH (454 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($158M here).
- Berea College Retirement Plan (KY) $158M · 843
- Lawrenceville School Defined Contribution Retirement Plan (NJ) $159M · 412
- Genesis Healthcare System Tda Thrift Plan (OH) $158M · 3,167
- Environmental Defense Fund Retirement Savings Plan (NY) $158M · 866
Similar participant headcount
Nearest other-state filings by covered participants (454 participants); asset peers above are excluded.
- Van Wert County Hospital-Tax Deferred 403(b) Plan (OH) 454 · 0 off
- 403(b) Thrift Plan of Arizona's Children Association (AZ) 454 · 0 off
- United States Olympic and Paralympic Committee 403(b) Retirement Investment Plan (CO) 455 · 1 off
- Lawrence Technological University DC Retirement Plan (MI) 455 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.