401(k) · DOL Form 5500 · 2024

Wisconsin Physicians Service Insurance Corporation 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
360
Participants Below avg headcount
73rd
Percentile by assets National rank
$65,091
Avg per participant Low balance/head
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Official DOL plan name: Wps Bargaining Unit Employees 401(k) Plan · Sponsored by Wisconsin Physicians Service Insurance Corporation · Wisconsin · Finance & Insurance

$23M in assets, 360 participants

Wisconsin Physicians Service Insurance Corporation's Wps Bargaining Unit Employees 401(k) Plan reported $23M in total assets and 360 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #5,072 in Finance & Insurance (8,549 peers)

2024 asset change

Wps Bargaining Unit Employees 401(k) Plan grew at a solid clip 9.3% in 2024 ($21M → $23M) for 360 participants.

#5,072
in Finance & Insurance (8,549 peers)
+9.3%
assets growth YoY

Wps Bargaining Unit Employees 401(k) Plan's outsized position by total assets

Wps Bargaining Unit Employees 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$23,432,775 Top 27% higher than 73% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Wps Bargaining Unit Employees 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wps Bargaining Unit Employees 401(k) Plan sits mid-pack in the medium band (360 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wps Bargaining Unit Employees 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Wps Bargaining Unit Employees 401(k) Plan end-of-year assets rose from $21M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • Wps Bargaining Unit Employees 401(k) Plan reported participants fell from 367 in the plan year 2023 filing to 360 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 391268299 · Wisconsin Physicians Service Insurance Corporation PY 2024 · 401(k)

Wps Bargaining Unit Employees 401(k) Plan · $23M · 360 · 73rd

  • RANK $23M
  • RANK 360
  • RANK 73rd
  • RANK 401(k)
  • RANK near Cyprus Federal Credit Union 401(k) Profit Sharing Plan and Trust
  • RANK ind #5072

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 Finance & Insurance retirement plans → · Plans in Wisconsin →

Wps Bargaining Unit Employees 401(k) Plan in the asset neighbourhood

G.E.C., Inc. Employees' 401(k) Retirement Savings PlanG.E.C., Inc. Employees' 401(…$23MMarketbridge, Inc. 401(k) PlanMarketbridge, Inc. 401(k) Pl…$23MWps Bargaining Unit Employees 401(k) PlanWps Bargaining Unit Employee…$23MCyprus Federal Credit Union 401(k) Profit Sharing Plan and TrustCyprus Federal Credit Union …$23MTrillium Health, Inc. Defined Contribution PlanTrillium Health, Inc. Define…$23M
End-of-year total assets ($M) among Wps Bargaining Unit Employees 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin Physicians Service Insurance Corporation years around the 2024 move

Sponsor-wide plan assets over time

All Wisconsin Physicians Service Insurance Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$658M 9.591920467163186% vs 2022
2024 filing year
$580M$600M$620M$640M$660M$680M 202220232024 $600M $658M ▲ +9.6%
Year Plans Participants Total Assets
2022 3 3,120 $600M
2023 3 3,018 $651M
2024 3 2,907 $658M

2024 asset-move particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$23M
Net Income$2M
Employer EIN391268299
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Wps Bargaining Unit Employees 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Wps Bargaining Unit Employees 401(k) Plan, Total assets ($B): 0.023432775 · Participants: 360Wps Bargaining Unit Employees 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Wps Bargaining Unit Employees 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Wps Bargaining Unit Employees 401(k) Plan side-by-side with 3 peers →

Wps Bargaining Unit Employees 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Cyprus Federal Credit Union 401(k) Profit Sharing Plan and Trust in UT ($23M); by covered participants it is Pipefitters Lu No. 195 Defined Contribution Plan in TX (360 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (360 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Wps Bargaining Unit Employees 401(k) Plan assets move in 2024? ▼
Wps Bargaining Unit Employees 401(k) Plan grew at a solid clip - up 9.3% during 2024, from $21M to $23M. Reported net income was $2M.
How have Wisconsin Physicians Service Insurance Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wisconsin Physicians Service Insurance Corporation's sponsor-wide assets grew 9.6%, from $600M to $658M.
Which 401(k) plans are similar in size to Wps Bargaining Unit Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cyprus Federal Credit Union 401(k) Profit Sharing Plan and Trust in UT ($23M, 435 participants).
Which 401(k) plans cover a similar participant headcount to Wps Bargaining Unit Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pipefitters Lu No. 195 Defined Contribution Plan in TX (360 participants, $7M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391268299.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.