Defined Benefit (Pension) · DOL Form 5500 · 2024
Wec Energy Group, Inc. Pension Plan
Data updated 2026-08-25
- $135M
- Total assets Near avg plan size
- N/A
- Participants Small participant base
- 92nd
- Percentile by assets National rank
Official DOL plan name: Wec Energy Group Legacy Retirement Account Plan · Sponsored by Wec Energy Group, Inc. · Wisconsin · Utilities
$135M in assets, N/A participants
Wec Energy Group, Inc.'s Wec Energy Group Legacy Retirement Account Plan reported $135M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- #475 in Utilities (732 peers)
Utilities sector rank
Within Utilities, Wec Energy Group Legacy Retirement Account Plan ranks #475 of 732 2024 filers by assets (398% of the sector average)-$135M for N/A participants.
- #475
- in Utilities (732 peers)
- -2.5%
- assets change YoY
- 1.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Wec Energy Group Legacy Retirement Account Plan's outsized position by total assets
Wec Energy Group Legacy Retirement Account Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$135,061,000 Top 8% higher than 92% 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
Filed plans by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Wec Energy Group Legacy Retirement Account Plan reported net income fell from $3M in the plan year 2023 filing to -$3M in the plan year 2024 filing.
- Wec Energy Group Legacy Retirement Account Plan end-of-year assets fell from $138M in the plan year 2023 filing to $135M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 391391525 · Wec Energy Group, Inc. PY 2024 · Defined Benefit (Pension)
Wec Energy Group Legacy Retirement Account Plan · $135M · N/A · 92nd
- EBSA $135M
- EBSA N/A
- EBSA 92nd
- EBSA Defined Benefit (Pension)
- EBSA near Victaulic Retirement Plan for Bargaining Unit Employees
- EBSA ind #475
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 Legacy Retirement Account Plan in the asset neighbourhood
Utilities filing particulars
| Total Assets (Beginning of Year) | $138M |
|---|---|
| Net Assets (End of Year) | $135M |
| Net Income | -$3M |
| Employer EIN | 391391525 |
| Plan Effective Date | 2008-01-01 |
| 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.
- Building Trades United Pension Trust Fund Milwaukee and Vicinity $3.5B · 10,236
- The Northwestern Mutual Employee Retirement Plan $3.3B · 8,254
- The Northwestern Mutual Life Insurance Company Agents Retirement Plan $2.1B · 7,653
- Harley-Davidson Retirement Plan $1.9B · 1,414
- North Central States Regional Council of Carpenters Pension Fund $1.8B · 5,105
Wec Energy Group Legacy Retirement Account Plan's closest out-of-state Defined Benefit (Pension) peers by assets
Outside Wisconsin, the nearest Defined Benefit (Pension) by end-of-year assets is Victaulic Retirement Plan for Bargaining Unit Employees in PA at $135M (this filing: $135M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($135M here).
- Victaulic Retirement Plan for Bargaining Unit Employees (PA) $135M · 141
- Momentive Performance Materials Inc. Pension Plan (NY) $135M · 649
- Atlanta Ironworkers Local #387 Pension Plan (TN) $136M · 723
- Seaboard Corporation Pension Plan (KS) $136M · 351
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.