Employer · plans filed under one EIN
International Foundation of Employee Benefit Plans, Inc.
Brookfield, WI · Other services
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
International Foundation of Employee Benefit Plans, Inc., based in Brookfield, Wisconsin, sponsors 2 retirement plans with 100 or more participants: 1 defined contribution and 1 defined benefit. Together they reported 495 participant records and $77.2M in net assets.
The largest is International Foundation Employees Retirement Plan, a defined benefit pension plan with 314 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $2.4M and participant contributions $1.0M in the latest plan years; benefits paid were $5.0M. Schedule C compensation reported to service provider organisations totalled $250K.
Combined net assets moved from $26.7M in 2009 to $77.2M in 2024 (up 189%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| International Foundation Employees Retirement Plan | defined benefit pension plan | 2024 | 314 | $51.6M | $164,234 | $11,032 | $204K |
| International Foundation Employee Thrift Plan | 401(k) plan | 2024 | 181 | $25.6M | $141,588 | $6,737 | $46K |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2024 | 2 | 495 | $77.2M | $2.4M | $1.0M |
| 2023 | 2 | 470 | $72.7M | $1.8M | $895K |
| 2022 | 2 | 422 | $67.5M | $2.2M | $754K |
| 2021 | 2 | 433 | $79.0M | $4.7M | $734K |
| 2020 | 2 | 439 | $70.0M | $1.1M | $904K |
| 2019 | 2 | 441 | $67.4M | $2.4M | $902K |
| 2018 | 2 | 431 | $58.2M | $2.1M | $874K |
| 2017 | 2 | 418 | $61.4M | $2.1M | $743K |
| 2016 | 2 | 415 | $55.5M | $2.0M | $744K |
| 2015 | 2 | 415 | $51.5M | $1.6M | $804K |
| 2014 | 2 | 397 | $52.3M | $3.5M | $667K |
| 2013 | 2 | 392 | $46.8M | $2.3M | $689K |
| 2012 | 2 | 388 | $38.7M | $2.8M | $88K |
| 2011 | 2 | 393 | $34.1M | $2.0M | $70K |
| 2010 | 2 | 384 | $33.7M | $1.7M | $42K |
| 2009 | 2 | 296 | $26.7M | $656K | $36K |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| RVK Inc. | Investment advisory (plan) | 2 | $66,500 |
| Legacy Professionals LLP | Accounting (including auditing) | 2 | $37,579 |
| Wellington Trust | — | 1 | $23,222 |
| New Tower Trust Company | Investment management | 1 | $21,235 |
| John Hancock Retirement Plan Ser. | Contract Administrator; Custodial (securities); Trustee (bank, trust company, or similar financial institution); Trustee (directed) | 1 | $20,697 |
| NB Alternatives Advisers, LLC | Investment management | 1 | $15,268 |
| Ir&m Long Govt Credit Fund | Investment management | 1 | $14,823 |
| Loomis Sayles Nhit | Investment management | 1 | $13,025 |
| Mesirow Financial Fund Viii | Investment management | 1 | $11,726 |
| United of Omaha Life Insurance Co. | Contract Administrator; Recordkeeping and information management; Participant communication; Other services | 1 | $8,993 |
| Milliman U.S.A | Actuarial; Consulting (general) | 1 | $8,278 |
| State Street Global Advisor Trust C | Custodial (securities); Investment management | 1 | $5,621 |
| Mesirow Financial Fund VI | Investment management | 1 | $3,171 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does International Foundation of Employee Benefit Plans, Inc. have?
2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: International Foundation Employees Retirement Plan and International Foundation Employee Thrift Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does International Foundation of Employee Benefit Plans, Inc. contribute to its plans?
$2,366,873 in employer contributions across these plans in their latest plan years, about $8,734 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name RVK Inc., Legacy Professionals LLP, Wellington Trust and New Tower Trust Company and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.