Other · DOL Form 5500 · 2024
Marquette University Retirement Plan
Data updated 2026-08-25
- $926M
- Total assets Above avg plan size
- 3,173
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $291,848
- Avg per participant High balance/head
Official DOL plan name: Marquette University Retirement Plan · Sponsored by Marquette University · Wisconsin · Educational Services
$926M in assets, 3,173 participants
Marquette University's Marquette University Retirement Plan reported $926M in total assets and 3,173 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.
- #3,555 in Educational Services (3,638 peers)
Coverage in Wisconsin
Marquette University Retirement Plan covers 3,173 participants in Wisconsin, 5.6x the typical Wisconsin plan (state average ~563 per filing). Assets: $926M.
- #3,555
- in Educational Services (3,638 peers)
- +7.1%
- assets growth YoY
- 9.3×
- vs typical plan assets (national mean)
Marquette University Retirement Plan's outsized position by total assets
Marquette University Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$926,033,149 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
Marquette University Retirement 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. Marquette University Retirement Plan lands in the large band (3,173 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Marquette University Retirement Plan reported net income fell from $86M in the plan year 2023 filing to $61M in the plan year 2024 filing.
- Marquette University Retirement Plan end-of-year assets rose from $865M in the plan year 2023 filing to $926M in the plan year 2024 filing.
- Marquette University Retirement Plan reported participants rose from 3,157 in the plan year 2023 filing to 3,173 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 390806251 · Marquette University PY 2024 · Other
Marquette University Retirement Plan · $926M · 3,173 · 98th
- EBSA $926M
- EBSA 3,173
- EBSA 98th
- EBSA Other
- EBSA near Joint Annuity Fund Local 164 IBEW
- EBSA ind #3555
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 →
Marquette University Retirement Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $865M |
|---|---|
| Net Assets (End of Year) | $926M |
| Net Income | $61M |
| Employer EIN | 390806251 |
| Plan Effective Date | 1960-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Marquette University)
Sponsor-wide plan assets over time
All Marquette University plans reported in each filing year
- Latest sponsor-wide plan assets
- $926M 18.86458159554123% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,039 | $779M |
| 2023 | 1 | 3,157 | $865M |
| 2024 | 1 | 3,173 | $926M |
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
- Waicu Retirement Readiness Plan $418M · 2,100
Marquette University Retirement Plan's out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is Joint Annuity Fund Local 164 IBEW in NJ ($925M); by covered participants it is Villanova University Retirement Savings Plan in PA (3,166 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($926M here).
- Joint Annuity Fund Local 164 IBEW (NJ) $925M · 2,799
- Parkview Health System, Inc. 403(b) Plan (IN) $928M · 16,191
- Research Foundation of the City University of New York Defined Contribution Retirement Plan (NY) $929M · 5,353
- Cape Cod Healthcare 403(b) Partnership Plan (MA) $929M · 4,851
Similar participant headcount
Nearest other-state filings by covered participants (3,173 participants); asset peers above are excluded.
- Villanova University Retirement Savings Plan (PA) 3,166 · 7 off
- Mary Washington Healthcare 403(b) Plan (VA) 3,165 · 8 off
- Reid Hospital & Health Care Services 403(b) Defined Contribution Plan (IN) 3,184 · 11 off
- The 403(b) Plan for the Employees of Central Maine Healthcare (ME) 3,152 · 21 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.