Defined Benefit (Pension) · DOL Form 5500 · 2024
Wisconsin Alumni Research Foundation Pension Plan
Data updated 2026-08-25
- $48M
- Total assets Below avg plan size
- 62
- Participants Small participant base
- 84th
- Percentile by assets National rank
- $781,612
- Avg per participant High balance/head
Official DOL plan name: Wisconsin Alumni Research Foundation Pension Plan · Sponsored by Wisconsin Alumni Research Foundation · Wisconsin · Other Services
$48M in assets, 62 participants
Wisconsin Alumni Research Foundation's Wisconsin Alumni Research Foundation Pension Plan reported $48M in total assets and 62 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.
- #7,149 in Other Services (7,719 peers)
Where Wisconsin Alumni Research Foundation Pension Plan sits by assets
Wisconsin Alumni Research Foundation Pension Plan sits in the top quartile of all filed plans by assets, $48M for 62 participants (~$781,612/participant), up 14.9% in 2024.
- #7,149
- in Other Services (7,719 peers)
- +14.9%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Wisconsin Alumni Research Foundation Pension Plan's outsized position by total assets
Wisconsin Alumni Research Foundation Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$48,459,935 Top 16% higher than 84% 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
Wisconsin Alumni Research Foundation Pension Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wisconsin Alumni Research Foundation Pension Plan is a small filing (62 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Wisconsin Alumni Research Foundation Pension Plan end-of-year assets rose from $42M in the plan year 2023 filing to $48M in the plan year 2024 filing.
- Wisconsin Alumni Research Foundation Pension Plan reported net income rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Wisconsin Alumni Research Foundation Pension Plan reported participants fell from 65 in the plan year 2023 filing to 62 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 390833612 · Wisconsin Alumni Research Foundation PY 2024 · Defined Benefit (Pension)
Wisconsin Alumni Research Foundation Pension Plan · $48M · 62 · 84th
- BOY $48M
- BOY 62
- BOY 84th
- BOY Defined Benefit (Pension)
- BOY near Hydro Extrusion USA, LLC Pension Plan
- BOY ind #7149
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 Other Services retirement plans → · Plans in Wisconsin →
Wisconsin Alumni Research Foundation Pension Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $42M |
|---|---|
| Net Assets (End of Year) | $48M |
| Net Income | $6M |
| Employer EIN | 390833612 |
| Plan Effective Date | 1957-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wisconsin Alumni Research Foundation)
Sponsor-wide plan assets over time
All Wisconsin Alumni Research Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $48M 32.65723585420561% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 71 | $37M |
| 2023 | 1 | 65 | $42M |
| 2024 | 1 | 62 | $48M |
Nearby Defined Benefit (Pension) Plans in Wisconsin
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- 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
Wisconsin Alumni Research Foundation Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Hydro Extrusion USA, LLC Pension Plan in IL ($48M); by covered participants it is Pension Plan for Employees of the Charles Stewart Mott Foundation in MI (62 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($48M here).
- Hydro Extrusion USA, LLC Pension Plan (IL) $48M · 87
- Fulton Fish Market Pension Fund (NY) $48M · 213
- Retirement Plan for Employees of the Watson Institute (PA) $48M · 53
- Drs Consolidated Retirement Plan (VA) $48M · 135
Similar participant headcount
Nearest other-state filings by covered participants (62 participants); asset peers above are excluded.
- Pension Plan for Employees of the Charles Stewart Mott Foundation (MI) 62 · 0 off
- Mymichigan Health Pension Plan for Armc Employees (MI) 62 · 0 off
- GE Aviation Systems Pension Plan for UAW Local 330 Union Employees of the Grand Rapids, Mi Division (OH) 62 · 0 off
- Sturgis Hospital, Inc. Retirement Plan (MI) 62 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.