401(k) · DOL Form 5500 · 2024
University of Wisconsin Foundation 401(k) Plan
Data updated 2026-08-25
- $73M
- Total assets Below avg plan size
- 341
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $213,056
- Avg per participant Above avg balance/head
Official DOL plan name: University of Wisconsin Foundation Retirement and 401(k) Savings Plan · Sponsored by University of Wisconsin Foundation · Wisconsin · Other Services
$73M in assets, 341 participants
University of Wisconsin Foundation's University of Wisconsin Foundation Retirement and 401(k) Savings Plan reported $73M in total assets and 341 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- #7,345 in Other Services (7,719 peers)
Where University of Wisconsin Foundation Retirement and 401(k) Savings Plan sits by assets
University of Wisconsin Foundation Retirement and 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $73M for 341 participants (~$213,056/participant), up 18.1% in 2024.
- #7,345
- in Other Services (7,719 peers)
- +18.1%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
University of Wisconsin Foundation Retirement and 401(k) Savings Plan's outsized position by total assets
University of Wisconsin Foundation Retirement and 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$72,651,999 Top 12% higher than 88% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
University of Wisconsin Foundation Retirement and 401(k) Savings 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. University of Wisconsin Foundation Retirement and 401(k) Savings Plan sits mid-pack in the medium band (341 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- University of Wisconsin Foundation Retirement and 401(k) Savings Plan end-of-year assets rose from $62M in the plan year 2023 filing to $73M in the plan year 2024 filing.
- University of Wisconsin Foundation Retirement and 401(k) Savings Plan reported net income fell from $13M in the plan year 2023 filing to $11M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 390743975 · University of Wisconsin Foundation PY 2024 · 401(k)
University of Wisconsin Foundation Retirement and 401(k) Savings Plan · $73M · 341 · 88th
- IND $73M
- EOY 341
- 5500 88th
- ASSETS 401(k)
- PCT near Pala 401(k) Retirement Savings Plan
- EIN ind #7345
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 →
University of Wisconsin Foundation Retirement and 401(k) Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $62M |
|---|---|
| Net Assets (End of Year) | $73M |
| Net Income | $11M |
| Employer EIN | 390743975 |
| Plan Effective Date | 2012-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University of Wisconsin Foundation)
Sponsor-wide plan assets over time
All University of Wisconsin Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $73M 51.212480512026126% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 320 | $48M |
| 2023 | 1 | 340 | $62M |
| 2024 | 1 | 341 | $73M |
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 $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
University of Wisconsin Foundation Retirement and 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Pala 401(k) Retirement Savings Plan in CA ($73M); by covered participants it is Keeler Motor Car Co Limited 401(k) Profit Sharing Plan and Trust in NY (341 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($73M here).
Similar participant headcount
Nearest other-state filings by covered participants (341 participants); asset peers above are excluded.
- Keeler Motor Car Co Limited 401(k) Profit Sharing Plan and Trust (NY) 341 · 0 off
- Power Integrations, Inc. 401(k) Plan (CA) 341 · 0 off
- Midway Arms, Inc. 401(k) Retirement Savings Plan (MO) 341 · 0 off
- Algood 401(k) Plan (KY) 341 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.