Defined Benefit (Pension) · DOL Form 5500 · 2024
Fiserv, Inc. Pension Plan
Data updated 2026-08-25
- $16K
- Total assets Small plan by assets
- 36
- Participants Small participant base
- 2nd
- Percentile by assets National rank
- $444
- Avg per participant Low balance/head
Official DOL plan name: Fiserv Employees' Retirement Plan · Sponsored by Fiserv, Inc. · Wisconsin · Professional & Technical Services
$16K in assets, 36 participants
Fiserv, Inc.'s Fiserv Employees' Retirement Plan reported $16K in total assets and 36 participants in its 2024 DOL Form 5500 filing, ranking in the 2nd 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.
- #346 in Professional & Technical Services (20,173 peers)
Fiserv, Inc. multi-year trail
Fiserv, Inc.'s plans moved -99.6% in assets from 2022 to 2024; this filing shows Fiserv Employees' Retirement Plan at $16K / 36 participants.
- #346
- in Professional & Technical Services (20,173 peers)
- -99.6%
- assets change YoY
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Fiserv Employees' Retirement Plan among the smaller filed plans by assets
Fiserv Employees' Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,977 2nd percentile higher than 2% 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
Fiserv Employees' Retirement 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. Fiserv Employees' Retirement Plan is a small filing (36 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Fiserv Employees' Retirement Plan reported net income fell from $72K in the plan year 2023 filing to -$4M in the plan year 2024 filing.
- Fiserv Employees' Retirement Plan end-of-year assets fell from $4M in the plan year 2023 filing to $16K in the plan year 2024 filing.
- Fiserv Employees' Retirement Plan reported participants fell from 43 in the plan year 2023 filing to 36 in the plan year 2024 filing.
DOL schedule card
Filing strip 391506125 · Fiserv, Inc. PY 2024 · Defined Benefit (Pension)
Fiserv Employees' Retirement Plan · $16K · 36 · 2nd
- BOY $16K
- SCH 36
- EBSA 2nd
- PART Defined Benefit (Pension)
- TYPE near Moneygram Pension Plan
- NET ind #346
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 Professional & Technical Services retirement plans → · Plans in Wisconsin →
Fiserv Employees' Retirement Plan in the asset neighbourhood
Fiserv, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Fiserv, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $16K 99.63873791393249% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 57 | $4M |
| 2023 | 1 | 43 | $4M |
| 2024 | 1 | 36 | $16K |
Fiserv, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $15K |
| Net Income | -$4M |
| Employer EIN | 391506125 |
| Plan Effective Date | 1993-07-01 |
| Filing Status | FILING RECEIVED |
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
Fiserv Employees' Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Moneygram Pension Plan in TX ($16K); by covered participants it is Defined Benefit Plan for Employees of Epic in IL (36 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16K here).
- Moneygram Pension Plan (TX) $16K · 70
- Nmu Great Lakes Pension Plan (MD) $15K · N/A
- Luggage Workers Union of Phil. & Vic. Local 61 Retirement Plan (NJ) $13K · N/A
- Roofers Union Local No. 211 Pension Plan (MI) $19K · N/A
Similar participant headcount
Nearest other-state filings by covered participants (36 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.