Other · DOL Form 5500 · 2024
Wisconsin Association of Independent Colleges and Universities Retirement Plan
Data updated 2026-08-11
- $418M
- Total assets
- 2,100
- Participants
- 97th
- Percentile by assets
- $199,044
- Avg per participant
Official DOL plan name: Waicu Retirement Readiness Plan · Sponsored by Wisconsin Association of Independent Colleges and Universities · Wisconsin · Educational Services
$418M in assets, 2,100 participants
Wisconsin Association of Independent Colleges and Universities's Waicu Retirement Readiness Plan reported $418M in total assets and 2,100 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 123,622 plans)
- #3,459 in Educational Services (3,638 peers)
Coverage in Wisconsin
Waicu Retirement Readiness Plan covers 2,100 participants in Wisconsin, 3.7x the typical Wisconsin plan (state average ~563 per filing). Assets: $418M.
- $418M
- total plan assets (2024 EOY)
- 2,100
- covered participants
- 97th
- percentile by assets (of 123,622 plans)
- $199,044
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Waicu Retirement Readiness Plan reported net income fell from $39M in the plan year 2023 filing to $18M in the plan year 2024 filing.
- Waicu Retirement Readiness Plan end-of-year assets rose from $400M in the plan year 2023 filing to $418M in the plan year 2024 filing.
- Waicu Retirement Readiness Plan reported participants fell from 2,157 in the plan year 2023 filing to 2,100 in the plan year 2024 filing.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Waicu Retirement Readiness Plan reports 2,100 participants - 3.7x that state average ($418M EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $400M |
|---|---|
| Net Assets (End of Year) | $418M |
| Net Income | $18M |
| Employer EIN | 391039417 |
| Plan Effective Date | 2018-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wisconsin Association of Independent Colleges and Universities)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,238 | $343M |
| 2023 | 1 | 2,157 | $400M |
| 2024 | 1 | 2,100 | $418M |
Nearby Other Plans in Wisconsin
Peer Other plans, same state, same plan type, ranked by total assets.
Waicu Retirement Readiness Plan vs. nearby Other plans in Wisconsin, assets vs. participants
- The Medical College of Wisconsin, Inc. Retirement Plan $2.6B · 6,796
- Froedtert Health, Inc. 403(b) Plan $2.2B · 15,736
- University of Wisconsin Medical Foundation Physicians Retirement Plan $1.4B · 2,091
- Children's Hospital and Health System Shared Retirement Savings Plan $1.0B · 6,717
- Marquette University Retirement Plan $926M · 3,173
Similar-Sized Other Plans Nationally
Other plans in other states closest to Waicu Retirement Readiness Plan by total assets, not by location.
- Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Plan (NJ) $418M · 2,304
- Emanate Health Retirement Plan (CA) $418M · 3,772
- Mainegeneral Health 403(b) Retirement Plan (ME) $414M · 4,718
- Mount Holyoke College Defined Contribution Retirement Plan (MA) $423M · 1,267
Frequently Asked Questions
How did Waicu Retirement Readiness Plan assets move in 2024? ▼
How have Wisconsin Association of Independent Colleges and Universities plan assets changed over time? ▼
Where does Waicu Retirement Readiness Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Waicu Retirement Readiness Plan? ▼
Next read for Waicu Retirement Readiness Plan
Filing takeaways
Ways to act on Waicu Retirement Readiness Plan's numbers.
- By total assets, Waicu Retirement Readiness Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Wisconsin. Compare plans
- Wisconsin Association of Independent Colleges and Universities's sponsor-wide assets have grown 22.0% since 2022 across 3 plan years on file. More Educational Services plans