WI Form 5500 retirement and benefit plan filings
State 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, WI has 5,307 loaded benefit plan(s) reported by 3,087 plan sponsor(s), with $269,299,215,950 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 5,307
- Plan sponsors
- 3,087
- Total reported assets (EOY)
- $269,299,215,950
- Latest filing year
- 2023
Cities by loaded plan count
- Milwaukee, WI — 744 plan(s)
- Madison, WI — 410 plan(s)
- Green Bay, WI — 227 plan(s)
- Stevens Point, WI — 156 plan(s)
- Appleton, WI — 152 plan(s)
- Waukesha, WI — 139 plan(s)
- Kenosha, WI — 126 plan(s)
- Brookfield, WI — 120 plan(s)
- Neenah, WI — 90 plan(s)
- Oshkosh, WI — 80 plan(s)
- Menomonee Falls, WI — 78 plan(s)
- Eau Claire, WI — 71 plan(s)
- Middleton, WI — 67 plan(s)
- La Crosse, WI — 67 plan(s)
- New Berlin, WI — 64 plan(s)
Largest loaded plans by reported assets
| Plan | Sponsor | City | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Advocate Aurora Health 401(K) Plan | Advocate Aurora Health, Inc | Milwaukee | $9,125,723,544 | 2023 |
| Johnson Controls Inc. Savings And Investment Master Trust | Johnson Controls, Inc. | Milwaukee | $6,642,107,116 | 2023 |
| Johnson Controls Retirement Savings And Investment Plan | Johnson Controls, Inc. | Green Bay | $6,160,116,767 | 2023 |
| Fiserv 401(K) Savings Plan | Fiserv Solutions, LLC. | Milwaukee | $4,811,714,630 | 2023 |
| Kimberly-Clark Corporation 401(K) & Profit Sharing Plan | Kimberly-Clark Corporation | Neenah | $4,550,761,000 | 2023 |
| Rockwell Automation Inc Defined Contribution Master Trust | Rockwell Automation | Milwaukee | $3,649,662,557 | 2023 |
| Rockwell Automation Retirement Savings Plan | Rockwell Automation | Milwaukee | $3,622,358,820 | 2023 |
| Schreiber Foods, Inc. Employee Stock Ownership Plan | Schreiber Foods, Inc | Green Bay | $3,551,413,763 | 2023 |
| Wec Energy Group Master Trust | Wec Energy Group, Inc. | Milwaukee | $3,318,537,694 | 2023 |
| The Northwestern Mutual Employee Retirement Plan | Northwestern Mutual Life Ins.Co. | Milwaukee | $3,298,151,091 | 2023 |
| Building Trades United Pension Trust Fund Milwaukee And Vicinity | Building Trades United Pension Trust Fund | Elm Grove | $3,267,131,995 | 2023 |
| Marshfield Clinic Master Trust | Marshfield Clinic, Inc. | Marshfield | $3,053,574,452 | 2023 |
| The Northwestern Mutual Employee Savings Plan | Northwestern Mutual Life Ins. Co. | Milwaukee | $2,651,025,594 | 2023 |
| Gundersen Lutheran Employees' Retirement Plan | Gundersen Lutheran Administrative Services, Inc. | La Crosse | $2,517,409,544 | 2023 |
| The Medical College Of Wisconsin, Inc. Retirement Plan | The Medical College Of Wisconsin, Inc. | Milwaukee | $2,346,022,816 | 2023 |
Largest WI plans → · WI plans with financial data → · $1B+ WI plans →
Related Form 5500 pages
- Milwaukee, WI Form 5500 filings
- Madison, WI Form 5500 filings
- Green Bay, WI Form 5500 filings
- Stevens Point, WI Form 5500 filings
- Appleton, WI Form 5500 filings
- Waukesha, WI Form 5500 filings
- Kenosha, WI Form 5500 filings
- Brookfield, WI Form 5500 filings
- Neenah, WI Form 5500 filings
- Oshkosh, WI Form 5500 filings
- Menomonee Falls, WI Form 5500 filings
- Eau Claire, WI Form 5500 filings
- Middleton, WI Form 5500 filings
- La Crosse, WI Form 5500 filings
- New Berlin, WI Form 5500 filings
- Advocate Aurora Health 401(K) Plan (plan 004)
- Johnson Controls Inc. Savings And Investment Master Trust (plan 023)
- Johnson Controls Retirement Savings And Investment Plan (plan 026)
- Fiserv 401(K) Savings Plan (plan 004)
- Kimberly-Clark Corporation 401(K) & Profit Sharing Plan (plan 016)
- Rockwell Automation Inc Defined Contribution Master Trust (plan 001)
- Rockwell Automation Retirement Savings Plan (plan 008)
- Schreiber Foods, Inc. Employee Stock Ownership Plan (plan 006)
- Wec Energy Group Master Trust (plan 001)
- The Northwestern Mutual Employee Retirement Plan (plan 003)
- Methodology
- Data sources