Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees Greater Wisconsin Employer-Union Pension Trust Fund Pension Plan

Data updated 2026-08-11

$3M
Total assets: N/A
Participants: 35th
Percentile by assets

Official DOL plan name: Greater Wisconsin Multi-Employer Retirement Income · Sponsored by Board of Trustees Greater Wisconsin Employer-Union Pension Trust Fund · Wisconsin · Manufacturing

$3M in assets, N/A participants

Board of Trustees Greater Wisconsin Employer-Union Pension Trust Fund's Greater Wisconsin Multi-Employer Retirement Income reported $3M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

35th percentile by assets (of 123,622 plans)
#3,210 in Manufacturing (17,777 peers)

Board of Trustees Greater Wisconsin Employer-Union Pension Trust Fund multi-year trail

Board of Trustees Greater Wisconsin Employer-Union Pension Trust Fund's plans moved -76.1% in assets from 2022 to 2024; this filing shows Greater Wisconsin Multi-Employer Retirement Income at $3M / N/A participants.

$3M
total plan assets (2024 EOY): N/A
covered participants: 35th
percentile by assets (of 123,622 plans): -62.1%
assets change YoY

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Greater Wisconsin Multi-Employer Retirement Income end-of-year assets fell from $8M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Greater Wisconsin Multi-Employer Retirement Income reported net income fell from -$5M in the plan year 2023 filing to -$5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Wisconsin

Industry

Manufacturing

Board of Trustees Greater Wisconsin Employer-Union Pension Trust Fund across 3 plan years on file

Across the 3 plan years Board of Trustees Greater Wisconsin Employer-Union Pension Trust Fund has on file (2022-2024), sponsor-wide plan assets have moved from $13M to $3M, a decline of 76.1%. Peak year by sponsor assets: 2022 ($13M); trough: 2024 ($3M).

Board of Trustees Greater Wisconsin Employer-Union Pension Trust Fund multi-year asset trail

Total plan assets by year, all Board of Trustees Greater Wisconsin Employer-Union Pension Trust Fund plans on file

Year	Plans	Participants	Total Assets
2022	1	N/A	$13M
2023	1	N/A	$8M
2024	1	N/A	$3M

Board of Trustees Greater Wisconsin Employer-Union Pension Trust Fund filing trail (2024)

Total Assets (Beginning of Year)	$8M
Net Assets (End of Year)	$3M
Net Income	-$5M
Employer EIN	396188024
Plan Effective Date	1965-06-01
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.

Greater Wisconsin Multi-Employer Retirement Income vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants

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

Compare Greater Wisconsin Multi-Employer Retirem… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Greater Wisconsin Multi-Employer Retirement Income by total assets, not by location.

Buckeye Pipe Line Services Company Iuoe Pension Plan (TX) $3M · 25
Boca General and Family Medicine Defined Benefit Plan (FL) $3M · 12
IBEW Local 40 - NECA Variable Annuity Pension Plan (CA) $3M · 187
Lampert Debt Advisors Defined Benefit Plan (NY) $3M · 5

Frequently Asked Questions

How did Greater Wisconsin Multi-Employer Retirement Income assets move in 2024? ▼

Greater Wisconsin Multi-Employer Retirement Income contracted severely - down 62.1% during 2024, from $8M to $3M. Reported net income was -$5M.

How have Board of Trustees Greater Wisconsin Employer-Union Pension Trust Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees Greater Wisconsin Employer-Union Pension Trust Fund's sponsor-wide assets declined 76.1%, from $13M to $3M.

Which Defined Benefit (Pension) plans are similar in size to Greater Wisconsin Multi-Employer Retirement Income? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Buckeye Pipe Line Services Company Iuoe Pension Plan in TX ($3M, 25 participants).

Next read for Greater Wisconsin Multi-Employer Retirem…

Multi-year trail

Ways to act on Greater Wisconsin Multi-Employer Retirement Income's numbers.

By total assets, Greater Wisconsin Multi-Employer Retirement Income ranks in the lower half of filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Wisconsin. Compare plans
Board of Trustees Greater Wisconsin Employer-Union Pension Trust Fund's sponsor-wide assets have declined 76.1% since 2022 across 3 plan years on file. More Manufacturing plans

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 396188024.