Money Purchase · DOL Form 5500 · 2024
Wisconsin Psychiatric Services Ltd Money Purchase Plan
Data updated 2026-08-25
- $796K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $398,086
- Avg per participant High balance/head
Official DOL plan name: Wi Psychiatric Services Ltd Money Purchase Pension Plan · Sponsored by Wisconsin Psychiatric Services Ltd · Wisconsin · Healthcare & Social Assistance
$796K in assets, 2 participants
Wisconsin Psychiatric Services Ltd's Wi Psychiatric Services Ltd Money Purchase Pension Plan reported $796K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 21st 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.
- #2,866 in Healthcare & Social Assistance (16,916 peers)
Wisconsin Psychiatric Services Ltd multi-year trail
Wisconsin Psychiatric Services Ltd's plans moved -69.9% in assets from 2022 to 2024; this filing shows Wi Psychiatric Services Ltd Money Purchase Pension Plan at $796K / 2 participants.
- #2,866
- in Healthcare & Social Assistance (16,916 peers)
- -72.3%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Wi Psychiatric Services Ltd Money Purchase Pension Plan among the smaller filed plans by assets
Wi Psychiatric Services Ltd Money Purchase Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$796,171 21st percentile higher than 21% 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
Wi Psychiatric Services Ltd Money Purchase Pension Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wi Psychiatric Services Ltd Money Purchase Pension Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Wi Psychiatric Services Ltd Money Purchase Pension Plan reported net income fell from $371K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Wi Psychiatric Services Ltd Money Purchase Pension Plan end-of-year assets fell from $3M in the plan year 2023 filing to $796K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 391136763 · Wisconsin Psychiatric Services Ltd PY 2024 · Money Purchase
Wi Psychiatric Services Ltd Money Purchase Pension Plan · $796K · 2 · 21st
- BOY $796K
- BOY 2
- BOY 21st
- BOY Money Purchase
- BOY near J. Fred Hambright, Inc. Pension Plan
- BOY ind #2866
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 →
Wi Psychiatric Services Ltd Money Purchase Pension Plan in the asset neighbourhood
Wisconsin Psychiatric Services Ltd multi-year asset trail
Sponsor-wide plan assets over time
All Wisconsin Psychiatric Services Ltd plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 69.91402521361195% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 5 | $5M |
| 2023 | 2 | 4 | $6M |
| 2024 | 2 | 4 | $2M |
Wisconsin Psychiatric Services Ltd filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $796K |
| Net Income | -$2M |
| Employer EIN | 391136763 |
| Plan Effective Date | 1975-04-28 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Wisconsin
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Employees Retirement Plan of Marshfield Clinic $1.3B · 8,328
- Telephone and Data Systems, Inc. Pension Plan $509M · 5,326
- North Central States Regional Council of Carpenters Supplemental Retirement Plan $378M · 10,854
- Aspirus, Inc. Frozen 401(a) Plan $133M · 2,145
- Wisconsin Glaziers & Glassworkers Money Purchase Fund $88M · 420
Wi Psychiatric Services Ltd Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside Wisconsin, the nearest Money Purchase by assets is J. Fred Hambright, Inc. Pension Plan in KS ($793K); by covered participants it is Virginia Aquaklear Inc 401(k) Profit Sharing Plan in VA (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($796K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Virginia Aquaklear Inc 401(k) Profit Sharing Plan (VA) 2 · 0 off
- Dr Robert J Lynch Md Keogh (WV) 2 · 0 off
- The Sellon Retirement Plan (NY) 2 · 0 off
- Henney Wealth Management, Inc. Money Purchase Plan (CA) 2 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.