Department of Labor filing

WISCONSIN EDUCATION ASSOCIATION COUNCIL

WISCONSIN EDUCATION ASSOCIATION COUNCIL PROFESSIONAL AND ASSOCIATE STAFF RETIREMENT AND 401(K) PLAN · For the plan year ended Aug 31, 2025

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Public filing 2024 · received Mar 31, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

71filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$19,353

Reported employer contributions per active participant.

Higher than about 97% of comparable plans

#People in the filing

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$517 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 9% of comparable plans

↗Investment performance

Not available

Plan assets changed 4.1%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202471out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions97th percentileTypical peer $4,805 · based on 133 comparable plans

Lower reported administrative expense9th percentileTypical peer $142 · based on 131 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Aug 31, 2025, WISCONSIN EDUCATION ASSOCIATION COUNCIL reported $812,819 in employer contributions across the plan and 42 active participants. That works out to $19,353 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy40%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 7.6%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 18.8%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context71/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $812,819
Participant contributions: $346,064
Other contributions: $299,174
Employer share of reported contributions: 70.1%
Beginning assets: $37,322,928
Ending assets: $38,850,089
Ending net assets: $38,850,089
Ending liabilities: $0
Total income: $5,390,596
Total expenses: $3,863,435
Administrative expenses: $58,971
Participant loans: $70,861

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$17,978

2023

$19,377

2024

$19,353

Plan-paid administrative expenses per participant

2022

$436

2023

$483

2024

$517

Active participants

2022

2023

2024

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$19,353	42	38.9M	20260331153058NAL0000344003001
2023	$19,377	40	37.3M	20250224132135NAL0023509938001
2022	$17,978	41	33M	20240321135843NAL0002373987001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.2%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 391169160-005

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: May 1, 2002
Industry: Other services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2R2T3H

Current plan terms

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Filing ACK_ID20260331153058NAL0000344003001

Data sourceDOL Form 5500 bulk data ↗

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