401(k) · DOL Form 5500 · 2024

State Bar of Wisconsin 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
81
Participants Small participant base
72nd
Percentile by assets National rank
$274,235
Avg per participant High balance/head
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Official DOL plan name: State Bar of Wisconsin Savings Plan · Sponsored by State Bar of Wisconsin · Wisconsin · Other Services

$22M in assets, 81 participants

State Bar of Wisconsin's State Bar of Wisconsin Savings Plan reported $22M in total assets and 81 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #6,554 in Other Services (7,719 peers)

State Bar of Wisconsin multi-year trail

State Bar of Wisconsin's plans moved +28.5% in assets from 2022 to 2024; this filing shows State Bar of Wisconsin Savings Plan at $22M / 81 participants.

#6,554
in Other Services (7,719 peers)
+11.4%
assets growth YoY

State Bar of Wisconsin Savings Plan's outsized position by total assets

State Bar of Wisconsin Savings Plan vs every filed plan by assets

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

$22,213,044 Top 28% higher than 72% 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

State Bar of Wisconsin Savings Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. State Bar of Wisconsin Savings Plan is a small filing (81 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • State Bar of Wisconsin Savings Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • State Bar of Wisconsin Savings Plan end-of-year assets rose from $20M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • State Bar of Wisconsin Savings Plan reported participants fell from 82 in the plan year 2023 filing to 81 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 390807061 · State Bar of Wisconsin PY 2024 · 401(k)

State Bar of Wisconsin Savings Plan · $22M · 81 · 72nd

  • VS-ST $22M
  • VS-ST 81
  • VS-ST 72nd
  • VS-ST 401(k)
  • VS-ST near Blair, Church & Flynn Consulting Engineers Retirement Plan
  • VS-ST ind #6554

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 →

State Bar of Wisconsin Savings Plan in the asset neighbourhood

Tri-Century Eye Care, P.C. 401(k) Profit Sharing PlanTri-Century Eye Care, P.C. 4…$22MKings Seafood Company, LLC 401(k) Profit Sharing PlanKings Seafood Company, LLC 4…$22MState Bar of Wisconsin Savings PlanState Bar of Wisconsin Savin…$22MBlair, Church & Flynn Consulting Engineers Retirement PlanBlair, Church & Flynn Consul…$22MBrosz Engineering, Inc. 401(k) Profit Sharing PlanBrosz Engineering, Inc. 401(…$22M
End-of-year total assets ($M) among State Bar of Wisconsin Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

State Bar of Wisconsin multi-year asset trail

Sponsor-wide plan assets over time

All State Bar of Wisconsin plans reported in each filing year

Latest sponsor-wide plan assets
$22M 28.466769807702754% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17.3M $22.2M ▲ +28.5%
Year Plans Participants Total Assets
2022 1 84 $17M
2023 1 82 $20M
2024 1 81 $22M

State Bar of Wisconsin filing trail (2024)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$22M
Net Income$2M
Employer EIN390807061
Plan Effective Date1986-01-10
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

State Bar of Wisconsin Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants State Bar of Wisconsin Savings Plan, Total assets ($B): 0.022213044 · Participants: 81State Bar of Wisconsin Savings 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
State Bar of Wisconsin Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare State Bar of Wisconsin Savings Plan side-by-side with 3 peers →

State Bar of Wisconsin Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Blair, Church & Flynn Consulting Engineers Retirement Plan in CA ($22M); by covered participants it is Dalene Hardwood Flooring Co., Inc. Employees' 401(k) Ps Plan in CT (81 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (81 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 State Bar of Wisconsin Savings Plan assets move in 2024? ▼
State Bar of Wisconsin Savings Plan grew at a solid clip - up 11.4% during 2024, from $20M to $22M. Reported net income was $2M.
How have State Bar of Wisconsin plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), State Bar of Wisconsin's sponsor-wide assets grew 28.5%, from $17M to $22M.
Which 401(k) plans are similar in size to State Bar of Wisconsin Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Blair, Church & Flynn Consulting Engineers Retirement Plan in CA ($22M, 179 participants).
Which 401(k) plans cover a similar participant headcount to State Bar of Wisconsin Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dalene Hardwood Flooring Co., Inc. Employees' 401(k) Ps Plan in CT (81 participants, $9M 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 390807061.

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.