Other · DOL Form 5500 · 2024

Wisconsin Women's Business Initiative Corp Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
52
Participants Small participant base
33rd
Percentile by assets National rank
$51,237
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Wisconsin Women's Business Initiative Corp Tax Deferred Annuity Plan · Sponsored by Wisconsin Women's Business Initiative Corp · Wisconsin · Professional & Technical Services

$3M in assets, 52 participants

Wisconsin Women's Business Initiative Corp's Wisconsin Women's Business Initiative Corp Tax Deferred Annuity Plan reported $3M in total assets and 52 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,836 in Professional & Technical Services (20,173 peers)

2024 asset change

Wisconsin Women's Business Initiative Corp Tax Deferred Annuity Plan grew sharply 16.4% in 2024 ($2M → $3M) for 52 participants.

#5,836
in Professional & Technical Services (20,173 peers)
+16.4%
assets growth YoY

Wisconsin Women's Business Initiative Corp Tax Deferred Annuity Plan among the smaller filed plans by assets

Wisconsin Women's Business Initiative Corp Tax Deferred Annuity Plan vs every filed plan by assets

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

$2,664,314 33rd percentile higher than 33% 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

Wisconsin Women's Business Initiative Corp Tax Deferred Annuity 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 Women's Business Initiative Corp Tax Deferred Annuity Plan is a small filing (52 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 391597954 · Wisconsin Women's Business Initiative Corp PY 2024 · Other

Wisconsin Women's Business Initiative Corp Tax Deferred Annuity Plan · $3M · 52 · 33rd

  • 5500 $3M
  • 5500 52
  • 5500 33rd
  • 5500 Other
  • 5500 near Bello Machre, Inc 403(b) Plan
  • 5500 ind #5836

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 Professional & Technical Services retirement plans → · Plans in Wisconsin →

Wisconsin Women's Business Initiative Corp Tax Deferred Annuity Plan in the asset neighbourhood

Episcopal Day School, Inc$3MWisconsin Women's Business Initiative Corp Tax Deferred Annuity PlanWisconsin Women's Business I…$3MBello Machre, Inc 403(b) Plan$3MThe Family and Children's Services of Central Maryland 403(b) PlanThe Family and Children's Se…$3MNorthwest Florida Christian Education AssocNorthwest Florida Christian …$3M
End-of-year total assets ($M) among Wisconsin Women's Business Initiative Corp Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$376K
Employer EIN391597954
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Wisconsin

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

Wisconsin Women's Business Initiative Corp Tax Deferred Annuity Plan vs. nearby Other plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants Wisconsin Women's Business Initiative Corp Tax Deferred Annuity Plan, Total assets ($B): 0.002664314 · Participants: 52Wisconsin Women's Business Initiative Corp Tax Deferred Annuity 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
Wisconsin Women's Business Initiative Corp Tax Deferred Annuity Plan vs. nearby Other plans in Wisconsin, assets vs. participants

Wisconsin Women's Business Initiative Corp Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Wisconsin, the nearest Other by assets is Bello Machre, Inc 403(b) Plan in MD ($3M); by covered participants it is High Meadows School, Inc. 403(b) in GA (52 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (52 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 Wisconsin Women's Business Initiative Corp Tax Deferred Annuity Plan assets move in 2024?
Wisconsin Women's Business Initiative Corp Tax Deferred Annuity Plan grew sharply - up 16.4% during 2024, from $2M to $3M. Reported net income was $376K.
Which Other plans are similar in size to Wisconsin Women's Business Initiative Corp Tax Deferred Annuity Plan?
Among Other plans in other states, the closest by assets is Bello Machre, Inc 403(b) Plan in MD ($3M, 497 participants).
Which Other plans cover a similar participant headcount to Wisconsin Women's Business Initiative Corp Tax Deferred Annuity Plan?
Among Other plans in other states, the closest by covered participants is High Meadows School, Inc. 403(b) in GA (52 participants, $10M in assets).