Defined Benefit (Pension) · DOL Form 5500 · 2024

Wisconsin Alumni Research Foundation Pension Plan

Data updated 2026-07-24

$48M
Total assets: 62
Participants: 84th
Percentile by assets: $781,612
Avg per participant

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.

84th percentile by assets (of 116,472 plans)

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.

$48M
total plan assets (2024 EOY): 62
covered participants: 84th
percentile by assets (of 116,472 plans): $781,612
avg assets per participant

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.

See the national 2023→2024 release diff →

State

Wisconsin

Industry

Other Services

Wisconsin Alumni Research Foundation Pension Plan vs the 2024 asset distribution

By assets, Wisconsin Alumni Research Foundation Pension Plan outranks 84% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.5x the national average plan size of $100M (730 average participants).

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)

Total plan assets by year, all Wisconsin Alumni Research Foundation plans on file

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.

Wisconsin Alumni Research Foundation Pension Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants

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

Compare Wisconsin Alumni Research Foundation Pen… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Wisconsin Alumni Research Foundation Pension Plan by total assets, not by location.

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

Frequently Asked Questions

How did Wisconsin Alumni Research Foundation Pension Plan assets move in 2024? ▼

Wisconsin Alumni Research Foundation Pension Plan grew at a solid clip - up 14.9% during 2024, from $42M to $48M. Reported net income was $6M.

How have Wisconsin Alumni Research Foundation plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Wisconsin Alumni Research Foundation's sponsor-wide assets grew 32.7%, from $37M to $48M.

Where does Wisconsin Alumni Research Foundation Pension Plan rank by assets among Form 5500 filers? ▼

Wisconsin Alumni Research Foundation Pension Plan ranks in the 84th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to Wisconsin Alumni Research Foundation Pension Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Hydro Extrusion USA, LLC Pension Plan in IL ($48M, 87 participants).

Next read for Wisconsin Alumni Research Foundation Pen…

Scale reading

Ways to act on Wisconsin Alumni Research Foundation Pension Plan's numbers.

By total assets, Wisconsin Alumni Research Foundation Pension Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Wisconsin. Compare plans
Wisconsin Alumni Research Foundation's sponsor-wide assets have grown 32.7% since 2022 across 3 plan years on file. More Other Services plans

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 390833612.

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.