Defined Benefit (Pension) · DOL Form 5500 · 2023
Wec Energy Group, Inc. Pension Plan
Data updated 2026-08-25
- $720M
- Total assets Above avg plan size
- 569
- Participants Below avg headcount
- 98th
- Percentile by assets National rank
- $1.3M
- Avg per participant High balance/head
Official DOL plan name: Wec Energy Group Retirement Plan for Wisconsin Public Service Corporation · Sponsored by Wec Energy Group, Inc. · Wisconsin · Utilities
$720M in assets, 569 participants
Wec Energy Group, Inc.'s Wec Energy Group Retirement Plan for Wisconsin Public Service Corporation reported $720M in total assets and 569 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.
- #615 in Utilities (721 peers)
Where Wec Energy Group Retirement Plan for Wisconsin Public Service Corporation sits by assets
Wec Energy Group Retirement Plan for Wisconsin Public Service Corporation sits in the top 5% of all filed plans by assets, $720M for 569 participants (~$1.3M/participant), up 5.2% in 2023.
- #615
- in Utilities (721 peers)
- +5.2%
- assets growth YoY
- 7.2×
- vs typical plan assets (national mean)
Wec Energy Group Retirement Plan for Wisconsin Public Service Corporation's outsized position by total assets
Wec Energy Group Retirement Plan for Wisconsin Public Service Corporation vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$719,951,000 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
Wec Energy Group Retirement Plan for Wisconsin Public Service Corporation 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. Wec Energy Group Retirement Plan for Wisconsin Public Service Corporation sits mid-pack in the medium band (569 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Wec Energy Group Retirement Plan for Wisconsin Public Service Corporation reported net income rose from -$185M in the plan year 2022 filing to $35M in the plan year 2023 filing.
- Wec Energy Group Retirement Plan for Wisconsin Public Service Corporation reported participants fell from 644 in the plan year 2022 filing to 569 in the plan year 2023 filing.
- Wec Energy Group Retirement Plan for Wisconsin Public Service Corporation end-of-year assets rose from $685M in the plan year 2022 filing to $720M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 391391525 · Wec Energy Group, Inc. PY 2023 · Defined Benefit (Pension)
Wec Energy Group Retirement Plan for Wisconsin Public Service Corporation · $720M · 569 · 98th
- 5500 $720M
- ASSETS 569
- PCT 98th
- EIN Defined Benefit (Pension)
- RANK near 2019 Bmw Pension Plan
- PHOTO ind #615
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 Utilities retirement plans → · Plans in Wisconsin →
Wec Energy Group Retirement Plan for Wisconsin Public Service Corporation in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $685M |
|---|---|
| Net Assets (End of Year) | $720M |
| Net Income | $35M |
| Employer EIN | 391391525 |
| Plan Effective Date | 1987-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wec Energy Group, Inc.)
Sponsor-wide plan assets over time
All Wec Energy Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6.4B 8.758255265520711% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 11 | 11,543 | $5.9B |
| 2023 | 11 | 11,075 | $6.2B |
| 2024 | 11 | 10,813 | $6.4B |
Nearby Defined Benefit (Pension) Plans in Wisconsin
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- 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
Wec Energy Group Retirement Plan for Wisconsin Public Service Corporation's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is 2019 Bmw Pension Plan in NJ ($721M); by covered participants it is Moody's Corporation Retirement Account in NY (570 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($720M here).
- 2019 Bmw Pension Plan (NJ) $721M · 1,442
- Carpenters' Pension Trust Fund - Detroit and Vicinity (MI) $719M · 4,836
- Trucking Employees of North Jersey Pension Fund (NJ) $721M · 419
- Teco Energy Group Retirement Plan (FL) $722M · 3,381
Similar participant headcount
Nearest other-state filings by covered participants (569 participants); asset peers above are excluded.
- Moody's Corporation Retirement Account (NY) 570 · 1 off
- Rochester Laborers Pension Fund (NY) 570 · 1 off
- L3harris Integrated Systems Pension Plan for Greenville Hourly Employees (FL) 570 · 1 off
- Latham & Watkins Cash Balance Plan (CA) 571 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.