Defined Benefit (Pension) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$3M
Total assets Small plan by assets
N/A
Participants Small participant base
35th
Percentile by assets National rank
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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.

  • #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.

#3,210
in Manufacturing (17,777 peers)
-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's mid-pack asset rank among Manufacturing and all filers

Greater Wisconsin Multi-Employer Retirement Income vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$3,116,449 35th percentile higher than 35% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

Published 5500 schedule card

Filing strip 396188024 · Board of Trustees Greater Wisconsin Employer-Union Pension Trust Fund PY 2024 · Defined Benefit (Pension)

Greater Wisconsin Multi-Employer Retirement Income · $3M · N/A · 35th

  • VS-ST $3M
  • VS-ST N/A
  • VS-ST 35th
  • VS-ST Defined Benefit (Pension)
  • VS-ST near Buckeye Pipe Line Services Company Iuoe Pension Plan
  • VS-ST ind #3210

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 Manufacturing retirement plans → · Plans in Wisconsin →

Greater Wisconsin Multi-Employer Retirement Income in the asset neighbourhood

Lampert Debt Advisors Defined Benefit PlanLampert Debt Advisors Define…$3MGreater Wisconsin Multi-Employer Retirement IncomeGreater Wisconsin Multi-Empl…$3MBuckeye Pipe Line Services Company Iuoe Pension PlanBuckeye Pipe Line Services C…$3MBoca General and Family Medicine Defined Benefit PlanBoca General and Family Medi…$3MIBEW Local 40 - NECA Variable Annuity Pension PlanIBEW Local 40 - NECA Variabl…$3M
End-of-year total assets ($M) among Greater Wisconsin Multi-Employer Retirement Income and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

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

Sponsor-wide plan assets over time

All Board of Trustees Greater Wisconsin Employer-Union Pension Trust Fund plans reported in each filing year

Latest sponsor-wide plan assets
$3M 76.13604141561497% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $13.1M $3.12M ▼ -76.1%
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 EIN396188024
Plan Effective Date1965-06-01
Filing StatusFILING 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 Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Greater Wisconsin Multi-Employer Retirement Income, Total assets ($B): 0.003116449 · Participants: 0Greater Wisconsin Multi-Employer Retirement IncomeBuilding Trades United Pension Trust Fund Milwaukee and Vicinity, Total assets ($B): 3.531588718 · Participants: 10236Building Trades United Pension Trust Fund Milwaukee and VicinityThe Northwestern Mutual Employee Retirement Plan, Total assets ($B): 3.254287792 · Participants: 8254The Northwestern Mutual Employee Retirement PlanThe Northwestern Mutual Life Insurance Company Agents Retirement Plan, Total assets ($B): 2.075823689 · Participants: 7653The Northwestern Mutual Life Insurance Company Agents Retirement PlanHarley-Davidson Retirement Plan, Total assets ($B): 1.851962731 · Participants: 1414Harley-Davidson Retirement PlanNorth Central States Regional Council of Carpenters Pension Fund, Total assets ($B): 1.83166949 · Participants: 5105North Central States Regional Council of Carpenters Pension Fund
Greater Wisconsin Multi-Employer Retirement Income vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare Greater Wisconsin Multi-Employer Retirement Income side-by-side with 3 peers →

Greater Wisconsin Multi-Employer Retirement Income's closest out-of-state Defined Benefit (Pension) peers by assets

Outside Wisconsin, the nearest Defined Benefit (Pension) by end-of-year assets is Buckeye Pipe Line Services Company Iuoe Pension Plan in TX at $3M (this filing: $3M).

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).

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.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.