Other · DOL Form 5500 · 2024

Milwaukee School of Engineering Retirement Plan

Data updated 2026-08-25

$176M
Total assets Near avg plan size
462
Participants Below avg headcount
94th
Percentile by assets National rank
$381,039
Avg per participant High balance/head
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Official DOL plan name: Milwaukee School of Engineering Defined Contribution Plan · Sponsored by Milwaukee School of Engineering · Wisconsin · Educational Services

$176M in assets, 462 participants

Milwaukee School of Engineering's Milwaukee School of Engineering Defined Contribution Plan reported $176M in total assets and 462 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • #3,248 in Educational Services (3,638 peers)

Where Milwaukee School of Engineering Defined Contribution Plan sits by assets

Milwaukee School of Engineering Defined Contribution Plan sits in the top 10% of all filed plans by assets, $176M for 462 participants (~$381,039/participant), up 11.1% in 2024.

#3,248
in Educational Services (3,638 peers)
+11.1%
assets growth YoY
1.8×
vs typical plan assets (national mean)

Milwaukee School of Engineering Defined Contribution Plan's outsized position by total assets

Milwaukee School of Engineering Defined Contribution Plan vs every filed plan by assets

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

$176,039,920 Top 6% higher than 94% 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

Milwaukee School of Engineering Defined Contribution 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. Milwaukee School of Engineering Defined Contribution Plan sits mid-pack in the medium band (462 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Milwaukee School of Engineering Defined Contribution Plan reported net income rose from $14M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Milwaukee School of Engineering Defined Contribution Plan end-of-year assets rose from $158M in the plan year 2023 filing to $176M in the plan year 2024 filing.
  • Milwaukee School of Engineering Defined Contribution Plan reported participants rose from 454 in the plan year 2023 filing to 462 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 390477970 · Milwaukee School of Engineering PY 2024 · Other

Milwaukee School of Engineering Defined Contribution Plan · $176M · 462 · 94th

  • IND $176M
  • EOY 462
  • 5500 94th
  • ASSETS Other
  • PCT near Norwich University Defined Contribution Retirement Plan
  • EIN ind #3248

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 →

Milwaukee School of Engineering Defined Contribution Plan in the asset neighbourhood

Bates College 403(b) Retirement PlanBates College 403(b) Retirem…$177MMuhlenberg College Retirement PlanMuhlenberg College Retiremen…$177MMessiah University Defined Contribution Retirement PlanMessiah University Defined C…$176MMilwaukee School of Engineering Defined Contribution PlanMilwaukee School of Engineer…$176MNorwich University Defined Contribution Retirement PlanNorwich University Defined C…$176M
End-of-year total assets ($M) among Milwaukee School of Engineering Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$158M
Net Assets (End of Year)$176M
Net Income$18M
Employer EIN390477970
Plan Effective Date1956-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Milwaukee School of Engineering)

Sponsor-wide plan assets over time

All Milwaukee School of Engineering plans reported in each filing year

Latest sponsor-wide plan assets
$176M 22.287451024735823% vs 2022
2024 filing year
$140M$150M$160M$170M$180M 202220232024 $144M $176M ▲ +22.3%
Year Plans Participants Total Assets
2022 1 431 $144M
2023 1 454 $158M
2024 1 462 $176M

Nearby Other Plans in Wisconsin

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

Milwaukee School of Engineering Defined Contribution Plan vs. nearby Other plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 0123 Total assets ($B) Participants Milwaukee School of Engineering Defined Contribution Plan, Total assets ($B): 0.17603992 · Participants: 462Milwaukee School of Engineering Defined Contribution PlanThe 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
Milwaukee School of Engineering Defined Contribution Plan vs. nearby Other plans in Wisconsin, assets vs. participants

Milwaukee School of Engineering Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside Wisconsin, the nearest Other by assets is Norwich University Defined Contribution Retirement Plan in VT ($176M); by covered participants it is Residential Services of Ne Mn, Inc. 403b Plan in MN (462 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (462 participants); asset peers above are excluded.

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 Milwaukee School of Engineering Defined Contribution Plan assets move in 2024?
Milwaukee School of Engineering Defined Contribution Plan grew at a solid clip - up 11.1% during 2024, from $158M to $176M. Reported net income was $18M.
How have Milwaukee School of Engineering plan assets changed over time?
Across 3 plan years on file (2022-2024), Milwaukee School of Engineering's sponsor-wide assets grew 22.3%, from $144M to $176M.
Where does Milwaukee School of Engineering Defined Contribution Plan rank by assets among Form 5500 filers?
Milwaukee School of Engineering Defined Contribution Plan ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Milwaukee School of Engineering Defined Contribution Plan?
Among Other plans in other states, the closest by assets is Norwich University Defined Contribution Retirement Plan in VT ($176M, 1,061 participants).
Which Other plans cover a similar participant headcount to Milwaukee School of Engineering Defined Contribution Plan?
Among Other plans in other states, the closest by covered participants is Residential Services of Ne Mn, Inc. 403b Plan in MN (462 participants, $8M in assets).