Other · DOL Form 5500 · 2024
Wisconsin Association of Independent Colleges and Universities Retirement Plan
Data updated 2026-08-25
- $418M
- Total assets Above avg plan size
- 2,100
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $199,044
- Avg per participant Above avg balance/head
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.
- #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.
- #3,459
- in Educational Services (3,638 peers)
- +4.6%
- assets growth YoY
- 4.2×
- vs typical plan assets (national mean)
Waicu Retirement Readiness Plan's outsized position by total assets
Waicu Retirement Readiness Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$417,992,067 Top 3% higher than 97% 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
Waicu Retirement Readiness Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Waicu Retirement Readiness Plan lands in the large band (2,100 participants).
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.
DOL schedule card
Filing strip 391039417 · Wisconsin Association of Independent Colleges and Universities PY 2024 · Other
Waicu Retirement Readiness Plan · $418M · 2,100 · 97th
- EIN $418M
- RANK 2,100
- PHOTO 97th
- IND Other
- EOY near Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Plan
- 5500 ind #3459
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 Educational Services retirement plans → · Plans in Wisconsin →
Waicu Retirement Readiness Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Wisconsin Association of Independent Colleges and Universities plans reported in each filing year
- Latest sponsor-wide plan assets
- $418M 22.016926760363802% vs 2022
- 2024 filing year
| 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.
- 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
Waicu Retirement Readiness Plan's out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Plan in NJ ($418M); by covered participants it is East Tennessee Children's Hospital 403(b) Retirement Program in TN (2,101 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($418M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (2,100 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.