DOL Form 5500 · 2025 Plan Year

UNIVERSITY OF WISCONSIN FOUNDATION

UNIVERSITY OF WISCONSIN FOUNDATION RETIREMENT AND 401(K) SAVINGS PLAN

Defined ContributionWI
$92.1M
Plan Assets
500
Participants
2025
Plan Year
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Plan Details

Plan Name
UNIVERSITY OF WISCONSIN FOUNDATION RETIREMENT AND 401(K) SAVINGS PLAN
Sponsor
UNIVERSITY OF WISCONSIN FOUNDATION
Sponsor EIN
390743975
Plan Number
003
Location
MADISON, WI
Plan Type
Defined Contribution
Total Assets (Sch. H, EOY)
$92.1M
Participants
500
Filing Received
September 9, 2026
Plan Year
2025

About this Plan

UNIVERSITY OF WISCONSIN FOUNDATION RETIREMENT AND 401(K) SAVINGS PLAN is a defined contribution retirement plan sponsored by UNIVERSITY OF WISCONSIN FOUNDATION, headquartered in MADISON, WI, holding approximately $92.1M in plan assets on behalf of 500 participants. As a defined contribution plan, its assets are held in participant-directed accounts. This data is sourced from the plan's DOL Form 5500 filing (Schedule H).