Other · DOL Form 5500 · 2024
University School of Milwaukee Retirement Plan
Data updated 2026-08-25
- $85M
- Total assets Below avg plan size
- 266
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $320,958
- Avg per participant High balance/head
Official DOL plan name: University School of Milwaukee Defined Contribution Retirement Plan · Sponsored by University School of Milwaukee · Wisconsin · Educational Services
$85M in assets, 266 participants
University School of Milwaukee's University School of Milwaukee Defined Contribution Retirement Plan reported $85M in total assets and 266 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #2,930 in Educational Services (3,638 peers)
Coverage in Wisconsin
University School of Milwaukee Defined Contribution Retirement Plan covers 266 participants in Wisconsin, about 47% of the average Wisconsin filer (state average ~563 per filing). Assets: $85M.
- #2,930
- in Educational Services (3,638 peers)
- +7.8%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
University School of Milwaukee Defined Contribution Retirement Plan's outsized position by total assets
University School of Milwaukee Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$85,374,771 Top 11% higher than 89% 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
University School of Milwaukee Defined Contribution Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. University School of Milwaukee Defined Contribution Retirement Plan sits mid-pack in the medium band (266 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- University School of Milwaukee Defined Contribution Retirement Plan reported net income fell from $9M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- University School of Milwaukee Defined Contribution Retirement Plan end-of-year assets rose from $79M in the plan year 2023 filing to $85M in the plan year 2024 filing.
- University School of Milwaukee Defined Contribution Retirement Plan reported participants fell from 272 in the plan year 2023 filing to 266 in the plan year 2024 filing.
DOL schedule card
Filing strip 396076442 · University School of Milwaukee PY 2024 · Other
University School of Milwaukee Defined Contribution Retirement Plan · $85M · 266 · 89th
- PCT $85M
- EIN 266
- RANK 89th
- PHOTO Other
- IND near Candid DC Plan
- EOY ind #2930
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 →
University School of Milwaukee Defined Contribution Retirement Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $79M |
|---|---|
| Net Assets (End of Year) | $85M |
| Net Income | $6M |
| Employer EIN | 396076442 |
| Plan Effective Date | 1965-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University School of Milwaukee)
Sponsor-wide plan assets over time
All University School of Milwaukee plans reported in each filing year
- Latest sponsor-wide plan assets
- $85M 20.775696528926172% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 264 | $71M |
| 2023 | 1 | 272 | $79M |
| 2024 | 1 | 266 | $85M |
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
University School of Milwaukee Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is Candid DC Plan in NY ($85M); by covered participants it is Shattuck-St. Mary's School DC Plan in MN (266 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($85M here).
- Candid DC Plan (NY) $85M · 281
- North Country Healthcare Retirement Plan (NH) $85M · 1,085
- Griffin Hospital 403(b) Retirement Savings Plan (CT) $86M · 1,640
- Bristol Hospital & Health Care Group 403(b) Plan (CT) $85M · 1,703
Similar participant headcount
Nearest other-state filings by covered participants (266 participants); asset peers above are excluded.
- Shattuck-St. Mary's School DC Plan (MN) 266 · 0 off
- Franklin College 403(b) Retirement and Tax Deferred Annuity Plan (IN) 266 · 0 off
- Ntsoc 403(b) Retirement Plan (CO) 266 · 0 off
- Vna of Texas 403(b) Retirement Plan (TX) 266 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.