Defined Benefit (Pension) · DOL Form 5500 · 2023
Wisconsin Alumni Research Foundation Pension Plan
Data updated 2026-08-25
- $42M
- Total assets Below avg plan size
- 65
- Participants Small participant base
- 84th
- Percentile by assets National rank
- $648,687
- Avg per participant High balance/head
Official DOL plan name: Wisconsin Alumni Research Foundation Pension Plan · Sponsored by Wisconsin Alumni Research Foundation · Wisconsin · Other Services
$42M in assets, 65 participants
Wisconsin Alumni Research Foundation's Wisconsin Alumni Research Foundation Pension Plan reported $42M in total assets and 65 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.
- #7,260 in Other Services (7,857 peers)
Where Wisconsin Alumni Research Foundation Pension Plan sits by assets
Wisconsin Alumni Research Foundation Pension Plan sits in the top quartile of all filed plans by assets, $42M for 65 participants (~$648,687/participant), up 15.4% in 2023.
- #7,260
- in Other Services (7,857 peers)
- +15.4%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Wisconsin Alumni Research Foundation Pension Plan's outsized position by total assets
Wisconsin Alumni Research Foundation Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$42,164,661 Top 16% higher than 84% 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 Alumni Research Foundation Pension 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 Alumni Research Foundation Pension Plan is a small filing (65 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Wisconsin Alumni Research Foundation Pension Plan reported net income rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Wisconsin Alumni Research Foundation Pension Plan end-of-year assets rose from $37M in the plan year 2022 filing to $42M in the plan year 2023 filing.
- Wisconsin Alumni Research Foundation Pension Plan reported participants fell from 71 in the plan year 2022 filing to 65 in the plan year 2023 filing.
DOL schedule card
Filing strip 390833612 · Wisconsin Alumni Research Foundation PY 2023 · Defined Benefit (Pension)
Wisconsin Alumni Research Foundation Pension Plan · $42M · 65 · 84th
- ASSETS $42M
- PCT 65
- EIN 84th
- RANK Defined Benefit (Pension)
- PHOTO near Essentra USA Retirement Plan
- IND ind #7260
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 Alumni Research Foundation Pension Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $37M |
|---|---|
| Net Assets (End of Year) | $42M |
| Net Income | $6M |
| Employer EIN | 390833612 |
| Plan Effective Date | 1957-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wisconsin Alumni Research Foundation)
Sponsor-wide plan assets over time
All Wisconsin Alumni Research Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $48M 32.65723585420561% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 71 | $37M |
| 2023 | 1 | 65 | $42M |
| 2024 | 1 | 62 | $48M |
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
Wisconsin Alumni Research Foundation Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Essentra USA Retirement Plan in IL ($42M); by covered participants it is T. W. Garner Food Company Employees' Pension Plan in NC (65 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($42M here).
- Essentra USA Retirement Plan (IL) $42M · 13
- Genesis Alkali, LLC Union Retirement Plan (PA) $42M · 583
- Silgan Can Company Pension Plan for Hourly Employees (CA) $42M · 102
- The Graham Companies Pension Plan (FL) $42M · 196
Similar participant headcount
Nearest other-state filings by covered participants (65 participants); asset peers above are excluded.
- T. W. Garner Food Company Employees' Pension Plan (NC) 65 · 0 off
- Pension Plan of Locals 794 & 819, I.a.T.S.E. (NY) 65 · 0 off
- Orange Regional Medical Center Employees' Retirement Plan (NY) 65 · 0 off
- Newmarket Corporation Retirement Income Plan for Union Employees Located in Houston, Texas (VA) 65 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.