Madison, WI Form 5500 retirement and benefit plan filings
City Form 5500 summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Madison, WI has 410 loaded benefit plan(s) reported by 243 plan sponsor(s), with $24,449,009,793 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 410
- Plan sponsors
- 243
- Total reported assets (EOY)
- $24,449,009,793
- Latest filing year
- 2023
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| American Family 401(K) Plan | American Family Mutual Insurance Company, S.I. | $2,003,426,572 | 2023 |
| Telephone And Data Systems, Inc. Tax-Deferred Savings Plan | Telephone And Data Systems, Inc. | $1,617,451,123 | 2023 |
| Cmfg Life Insurance Company Non-Represented Plan Qualified Trust | Cmfg Life Insurance Company | $1,610,133,899 | 2023 |
| Alliant Energy Corporation 401(K) Savings Plan | Alliant Energy Corporate Services, Inc. | $1,321,177,371 | 2023 |
| American Family Pension Plan | American Family Mutual Insurance Company, S.I. | $1,299,421,607 | 2023 |
| Baker Tilly Advisory Group Parent, Lp | Baker Tilly Advisory Group Parent, Lp | $1,183,574,569 | 2023 |
| Trustage 401(K) Plan For Non-Represented Employees | Cmfg Life Insurance Company | $1,004,695,558 | 2023 |
| Alliant Energy Corporation Master Retirement Trust | Alliant Energy Corporate Services, Inc. | $729,831,016 | 2023 |
| Exact Sciences Corporation 401(K) Plan | Exact Sciences Corporation | $645,569,444 | 2023 |
| Wisconsin Neca-Ibew Retirement Plan | Trustees Of Wisconsin Neca-Ibew | $635,865,031 | 2023 |
| Trustage Pension Plan For Non-Represented Employees | Trustage Financial Group, Inc. | $605,438,341 | 2023 |
| Telephone And Data Systems, Inc. Pension Plan | Telephone And Data Systems, Inc. | $471,243,840 | 2023 |
| Fairway Mortgage Corp. Savings & Investment Plan | Fairway Independent Mortgage Corporation | $435,832,326 | 2023 |
| Cmfg Life Insurance Company Represented Plan Qualified Trust | Cmfg Life Insurance Company | $415,342,115 | 2023 |
| Waicu Retirement Readiness Plan | Wisconsin Association Of Independent Colleges And Universities | $399,718,425 | 2023 |
| Electrical Workers Local Union 159 Retirement Plan | Board Of Trustees Of The Electrical Workers Local Union 159 Retirement | $374,446,593 | 2023 |
| Promega Salary Deferral Profit Sharing Plan | Promega Corporation | $342,426,018 | 2023 |
| Retirement Savings Plan Of Flad Affiliated Corp. | Fac Services, LLC | $338,017,996 | 2023 |
| Sub-Zero Group/Wolf Employees' Profit Sharing And 401(K) Savings Plan | Sub-Zero Group, Inc. | $335,881,813 | 2023 |
| Wisconsin Masons Pension Fund | Board Of Trustees Of Wisconsin Masons Pension Fund | $301,428,068 | 2023 |
| Meriter 401(K) Plan | Meriter Health Systems, Inc. | $297,447,879 | 2023 |
| Wps 401(K) Savings Plan | Wisconsin Physicians Service Insurance Corporation | $296,418,473 | 2023 |
| Ipl Retirement Plan For Bargaining Unit Ees | Interstate Power And Light Company | $272,628,232 | 2023 |
| Madison Gas And Electric Company Retirement Plan | Madison Gas And Electric Company | $267,465,983 | 2023 |
| Wisconsin Power & Light Co. Retirement Plan B | Wisconsin Power & Light Company | $242,859,333 | 2023 |
Largest plans in Madison → · Madison plans with financial data → · $1B+ plans in Madison → · Providers by reported compensation →
Related Form 5500 pages
- All WI Form 5500 filings
- American Family 401(K) Plan (plan 002)
- American Family Mutual Insurance Company, S.I. — all reported plans
- Telephone And Data Systems, Inc. Tax-Deferred Savings Plan (plan 003)
- Telephone And Data Systems, Inc. — all reported plans
- Cmfg Life Insurance Company Non-Represented Plan Qualified Trust (plan 010)
- Cmfg Life Insurance Company — all reported plans
- Alliant Energy Corporation 401(K) Savings Plan (plan 005)
- Alliant Energy Corporate Services, Inc. — all reported plans
- American Family Pension Plan (plan 001)
- Baker Tilly Advisory Group Parent, Lp (plan 002)
- Baker Tilly Advisory Group Parent, Lp — all reported plans
- Trustage 401(K) Plan For Non-Represented Employees (plan 008)
- Cmfg Life Insurance Company — all reported plans
- Alliant Energy Corporation Master Retirement Trust (plan 100)
- Exact Sciences Corporation 401(K) Plan (plan 001)
- Exact Sciences Corporation — all reported plans
- Wisconsin Neca-Ibew Retirement Plan (plan 001)
- Trustees Of Wisconsin Neca-Ibew — all reported plans
- Trustage Pension Plan For Non-Represented Employees (plan 009)
- Trustage Financial Group, Inc. — all reported plans
- Telephone And Data Systems, Inc. Pension Plan (plan 008)
- Fairway Mortgage Corp. Savings & Investment Plan (plan 001)
- Fairway Independent Mortgage Corporation — all reported plans
- Cmfg Life Insurance Company Represented Plan Qualified Trust (plan 006)
- Cmfg Life Insurance Company — all reported plans
- Waicu Retirement Readiness Plan (plan 002)
- Wisconsin Association Of Independent Colleges And Universities — all reported plans
- Methodology
- Data sources