Other · DOL Form 5500 · 2024

Wisconsin Community Services Retirement Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
632
Participants Below avg headcount
65th
Percentile by assets National rank
$24,976
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan for Employees of Wisconsin Community Services, Inc. · Sponsored by Wisconsin Community Services · Wisconsin · Healthcare & Social Assistance

$16M in assets, 632 participants

Wisconsin Community Services's 403(b) Thrift Plan for Employees of Wisconsin Community Services, Inc. reported $16M in total assets and 632 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #11,929 in Healthcare & Social Assistance (16,916 peers)

Wisconsin Community Services multi-year trail

Wisconsin Community Services's plans moved +15.3% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan for Employees of Wisconsin Community Services, Inc. at $16M / 632 participants.

#11,929
in Healthcare & Social Assistance (16,916 peers)
+21.7%
assets growth YoY

403(b) Thrift Plan for Employees of Wisconsin Community Services, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan for Employees of Wisconsin Community Services, Inc. vs every filed plan by assets

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

$15,784,850 Top 35% higher than 65% 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

403(b) Thrift Plan for Employees of Wisconsin Community Services, Inc. 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. 403(b) Thrift Plan for Employees of Wisconsin Community Services, Inc. sits mid-pack in the medium band (632 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 403(b) Thrift Plan for Employees of Wisconsin Community Services, Inc. reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • 403(b) Thrift Plan for Employees of Wisconsin Community Services, Inc. end-of-year assets rose from $13M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • 403(b) Thrift Plan for Employees of Wisconsin Community Services, Inc. reported participants rose from 569 in the plan year 2023 filing to 632 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 390808464 · Wisconsin Community Services PY 2024 · Other

403(b) Thrift Plan for Employees of Wisconsin Community Services, Inc. · $16M · 632 · 65th

  • BOOK $16M
  • BOOK 632
  • BOOK 65th
  • BOOK Other
  • BOOK near Linsly School, Inc. 403(b) DC Plan
  • BOOK ind #11929

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 Healthcare & Social Assistance retirement plans → · Plans in Wisconsin →

403(b) Thrift Plan for Employees of Wisconsin Community Services, Inc. in the asset neighbourhood

Linsly School, Inc. 403(b) DC PlanLinsly School, Inc. 403(b) D…$16MPresbyterian Seniorcare Retirement Savings PlanPresbyterian Seniorcare Reti…$16M403(b) Thrift Plan for Employees of Wisconsin Community Services, Inc.403(b) Thrift Plan for Emplo…$16MMasonic Care Community of Ny 403(b) Retirement Savings PlanMasonic Care Community of Ny…$16M403(b) Thrift Plan for Employees of Community Nurse, Inc.403(b) Thrift Plan for Emplo…$16M
End-of-year total assets ($M) among 403(b) Thrift Plan for Employees of Wisconsin Community Services, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Wisconsin Community Services multi-year asset trail

Sponsor-wide plan assets over time

All Wisconsin Community Services plans reported in each filing year

Latest sponsor-wide plan assets
$24M 15.288792089333695% vs 2022
2024 filing year
$20M$21M$22M$23M$24M 202220232024 $20.4M $23.6M ▲ +15.3%
Year Plans Participants Total Assets
2022 2 567 $20M
2023 2 596 $23M
2024 2 659 $24M

Wisconsin Community Services filing trail (2024)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN390808464
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Wisconsin

Peer Other plans, same state, same plan type, ranked by total assets.

403(b) Thrift Plan for Employees of Wisconsin Community Services, Inc. vs. nearby Other plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants 403(b) Thrift Plan for Employees of Wisconsin Community Services, Inc., Total assets ($B): 0.01578485 · Participants: 632403(b) Thrift Plan for Employees of Wisconsin Community Services, Inc.The Medical College of Wisconsin, Inc. Retirement Plan, Total assets ($B): 2.596857221 · Participants: 6796The Medical College of Wisconsin, Inc. Retirement PlanFroedtert Health, Inc. 403(b) Plan, Total assets ($B): 2.179088919 · Participants: 15736Froedtert Health, Inc. 403(b) PlanUniversity of Wisconsin Medical Foundation Physicians Retirement Plan, Total assets ($B): 1.422494344 · Participants: 2091University of Wisconsin Medical Foundation Physicians Retirement PlanChildren's Hospital and Health System Shared Retirement Savings Plan, Total assets ($B): 1.013041993 · Participants: 6717Children's Hospital and Health System Shared Retirement Savings PlanMarquette University Retirement Plan, Total assets ($B): 0.926033149 · Participants: 3173Marquette University Retirement Plan
403(b) Thrift Plan for Employees of Wisconsin Community Services, Inc. vs. nearby Other plans in Wisconsin, assets vs. participants

403(b) Thrift Plan for Employees of Wisconsin Community Services, Inc.'s out-of-state Other peers by assets and headcount

Outside Wisconsin, the nearest Other by assets is Linsly School, Inc. 403(b) DC Plan in WV ($16M); by covered participants it is Eau Claire Cooperative Center 403(b) Retirement Plan and Trust in SC (632 participants). Same-state nearby plans are listed separately above.

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 403(b) Thrift Plan for Employees of Wisconsin Community Services, Inc. assets move in 2024?
403(b) Thrift Plan for Employees of Wisconsin Community Services, Inc. grew sharply - up 21.7% during 2024, from $13M to $16M. Reported net income was $3M.
How have Wisconsin Community Services plan assets changed over time?
Across 3 plan years on file (2022-2024), Wisconsin Community Services's sponsor-wide assets grew 15.3%, from $20M to $24M.
Which Other plans are similar in size to 403(b) Thrift Plan for Employees of Wisconsin Community Services, Inc.?
Among Other plans in other states, the closest by assets is Linsly School, Inc. 403(b) DC Plan in WV ($16M, 125 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan for Employees of Wisconsin Community Services, Inc.?
Among Other plans in other states, the closest by covered participants is Eau Claire Cooperative Center 403(b) Retirement Plan and Trust in SC (632 participants, $11M in assets).