Defined Benefit (Pension) · DOL Form 5500 · 2024
Wec Energy Group, Inc. Pension Plan
Data updated 2026-08-25
- $713M
- Total assets Above avg plan size
- 522
- Participants Below avg headcount
- 98th
- Percentile by assets National rank
- $1.4M
- 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
$713M in assets, 522 participants
Wec Energy Group, Inc.'s Wec Energy Group Retirement Plan for Wisconsin Public Service Corporation reported $713M in total assets and 522 participants in its 2024 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 (732 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, $713M for 522 participants (~$1.4M/participant), down 0.9% in 2024.
- #615
- in Utilities (732 peers)
- -0.9%
- assets change YoY
- 7.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
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 2024 · DOL Form 5500
$713,416,000 Top 2% higher than 98% 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
Wec Energy Group Retirement Plan for Wisconsin Public Service Corporation 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. Wec Energy Group Retirement Plan for Wisconsin Public Service Corporation sits mid-pack in the medium band (522 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Wec Energy Group Retirement Plan for Wisconsin Public Service Corporation reported net income fell from $35M in the plan year 2023 filing to -$7M in the plan year 2024 filing.
- Wec Energy Group Retirement Plan for Wisconsin Public Service Corporation reported participants fell from 569 in the plan year 2023 filing to 522 in the plan year 2024 filing.
- Wec Energy Group Retirement Plan for Wisconsin Public Service Corporation end-of-year assets fell from $720M in the plan year 2023 filing to $713M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 391391525 · Wec Energy Group, Inc. PY 2024 · Defined Benefit (Pension)
Wec Energy Group Retirement Plan for Wisconsin Public Service Corporation · $713M · 522 · 98th
- EOY $713M
- EOY 522
- EOY 98th
- EOY Defined Benefit (Pension)
- EOY near International Motors, LLC Hourly Employees Pension Plan No. 1
- EOY 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 (2024)
| Total Assets (Beginning of Year) | $720M |
|---|---|
| Net Assets (End of Year) | $713M |
| Net Income | -$7M |
| 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.
- 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 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 International Motors, LLC Hourly Employees Pension Plan No. 1 in IL ($714M); by covered participants it is Gerdau Macsteel Pension Plan for Bargaining Employees in FL (522 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($713M here).
Similar participant headcount
Nearest other-state filings by covered participants (522 participants); asset peers above are excluded.
- Gerdau Macsteel Pension Plan for Bargaining Employees (FL) 522 · 0 off
- Tuality Healthcare Cash Balance Pension Plan (OR) 523 · 1 off
- Roofers Union Local No.33 Pension Fund (MA) 523 · 1 off
- Webster Bank Pension Plan (NY) 524 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.