Milwaukee, 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, Milwaukee, WI has 744 loaded benefit plan(s) reported by 382 plan sponsor(s), with $98,943,407,313 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 744
- Plan sponsors
- 382
- Total reported assets (EOY)
- $98,943,407,313
- Latest filing year
- 2023
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Advocate Aurora Health 401(K) Plan | Advocate Aurora Health, Inc | $9,125,723,544 | 2023 |
| Johnson Controls Inc. Savings And Investment Master Trust | Johnson Controls, Inc. | $6,642,107,116 | 2023 |
| Fiserv 401(K) Savings Plan | Fiserv Solutions, LLC. | $4,811,714,630 | 2023 |
| Rockwell Automation Inc Defined Contribution Master Trust | Rockwell Automation | $3,649,662,557 | 2023 |
| Rockwell Automation Retirement Savings Plan | Rockwell Automation | $3,622,358,820 | 2023 |
| Wec Energy Group Master Trust | Wec Energy Group, Inc. | $3,318,537,694 | 2023 |
| The Northwestern Mutual Employee Retirement Plan | Northwestern Mutual Life Ins.Co. | $3,298,151,091 | 2023 |
| The Northwestern Mutual Employee Savings Plan | Northwestern Mutual Life Ins. Co. | $2,651,025,594 | 2023 |
| The Medical College Of Wisconsin, Inc. Retirement Plan | The Medical College Of Wisconsin, Inc. | $2,346,022,816 | 2023 |
| The Northwestern Mutual Life Insurance Company Agents Retirement Plan | Northwestern Mutual Life Ins.Co. | $2,083,930,570 | 2023 |
| Molson Coors Employees' Retirement And Savings Plan | Molson Coors Beverage Company Usa LLC | $1,969,860,838 | 2023 |
| Harley-Davidson Retirement Plan | Harley-Davidson Motor Company, Inc | $1,912,240,682 | 2023 |
| Baird Profit Sharing & Savings Plan | Robert W. Baird & Co., Inc. | $1,896,844,251 | 2023 |
| Wec Energy Group Employee Retirement Savings Plan | Wec Energy Group, Inc. | $1,819,426,000 | 2023 |
| Credit Union Retirement Plan Association 401(K) Plan | Credit Union Retirement Plan Association | $1,808,742,704 | 2023 |
| Rockwell Automation Pension Plan | Rockwell Automation, Inc. | $1,776,611,240 | 2023 |
| Johnson Controls Inc. Master Pension Trust | Johnson Controls, Inc. | $1,649,196,841 | 2023 |
| Johnson Controls Pension Plan | Johnson Controls, Inc. | $1,602,741,528 | 2023 |
| Wec Energy Group Retirement Savings Plan | Wec Energy Group, Inc. | $1,544,110,000 | 2023 |
| Foley & Lardner Llp Defined Contribution Retirement Plan | Foley & Lardner Llp | $1,489,879,235 | 2023 |
| Wec Energy Group Master Retirement Trust | Wec Energy Group, Inc. | $1,455,050,000 | 2023 |
| Integrys Energy Group Master Retirement Trust | Wec Energy Group, Inc. | $1,378,968,000 | 2023 |
| The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund | Northwestern Mutual Life Ins.Co. | $1,307,660,616 | 2023 |
| Wec Energy Group Retirement Account Plan | Wec Energy Group, Inc. | $1,301,886,000 | 2023 |
| Nis Core Fixed Income Qp Fund, LLC | National Investment Services Of America, LLC | $1,242,739,682 | 2023 |
Largest plans in Milwaukee → · Milwaukee plans with financial data → · $1B+ plans in Milwaukee → · Providers by reported compensation →
Related Form 5500 pages
- All WI Form 5500 filings
- Advocate Aurora Health 401(K) Plan (plan 004)
- Advocate Aurora Health, Inc — all reported plans
- Johnson Controls Inc. Savings And Investment Master Trust (plan 023)
- Johnson Controls, Inc. — all reported plans
- Fiserv 401(K) Savings Plan (plan 004)
- Fiserv Solutions, LLC. — all reported plans
- Rockwell Automation Inc Defined Contribution Master Trust (plan 001)
- Rockwell Automation — all reported plans
- Rockwell Automation Retirement Savings Plan (plan 008)
- Wec Energy Group Master Trust (plan 001)
- Wec Energy Group, Inc. — all reported plans
- The Northwestern Mutual Employee Retirement Plan (plan 003)
- Northwestern Mutual Life Ins.Co. — all reported plans
- The Northwestern Mutual Employee Savings Plan (plan 005)
- The Medical College Of Wisconsin, Inc. Retirement Plan (plan 001)
- The Medical College Of Wisconsin, Inc. — all reported plans
- The Northwestern Mutual Life Insurance Company Agents Retirement Plan (plan 002)
- Molson Coors Employees' Retirement And Savings Plan (plan 065)
- Molson Coors Beverage Company Usa LLC — all reported plans
- Harley-Davidson Retirement Plan (plan 001)
- Harley-Davidson Motor Company, Inc — all reported plans
- Baird Profit Sharing & Savings Plan (plan 005)
- Robert W. Baird & Co., Inc. — all reported plans
- Wec Energy Group Employee Retirement Savings Plan (plan 031)
- Wec Energy Group, Inc. — all reported plans
- Credit Union Retirement Plan Association 401(K) Plan (plan 333)
- Credit Union Retirement Plan Association — all reported plans
- Methodology
- Data sources