Wisconsin › Other services › 100 to 249 participants
Form 5500 statement · plan year 1 Jan 2025 to 31 Dec 2025
Democratic Party of Wisconsin 401(k) Profit Sharing Plan & Trust
Sponsored by Democratic Party of Wisconsin, Madison, WI
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. Form 5500 contains no individual account balances. Look up the original filing at EFAST2.
Democratic Party of Wisconsin 401(k) Profit Sharing Plan & Trust is a 401(k) plan sponsored by Democratic Party of Wisconsin of Madison, Wisconsin. For the plan year ending 31 Dec 2025 it reported 123 participants, 51 of them active, and net assets of $2.7M.
Net assets came to $10,378 per participant in plan year 2024, well below the $60,185 median for defined contribution plans with 100 to 249 participants and well below the $40,686 median for defined contribution plans in other services. The figure is an average across everyone in the plan, including former employees with small balances; Form 5500 holds no individual account data.
The employer contributed $137K during the year, or $2,679 per active participant against a same-size median of $2,447; participants contributed $260K and $12K arrived as rollovers and other contributions. Benefits paid out totalled $533K.
Schedule C lists 5 service provider organisations paid $5,000 or more, with reported compensation of $40K: $323 per participant, well below the same-size median of $194. Administrative expenses charged to the plan were $29K. Schedule C does not capture every cost: fees netted from fund returns and fees the employer pays directly are outside it.
Across the filings on record, net assets went from $1.1M in 2022 to $2.7M in 2025 (up 152%), and participants from 206 to 123 (down 40%).
The independent accountant's opinion on the financial statements was unmodified (unqualified), from an audit whose scope was limited under ERISA section 103(a)(3)(C) to exclude investment information certified by a bank or insurer.
Compared with similar plans
| Measure, plan year 2024 | This plan | Same size | Same industry | All US DC plans |
|---|---|---|---|---|
| Net assets per participant | $10,378 | $60,185 | $40,686 | $53,102 |
| Employer contributions per active participant | $7,738 | $2,447 | $2,024 | $2,175 |
| Schedule C compensation per participant | $138 | $194 | $113 | $123 |
| Schedule C compensation, share of net assets | 1.3% | 0.32% | 0.30% | 0.26% |
| Administrative expenses per participant | $106 | $176 | $99.73 | $116 |
Peer columns are medians for plan year 2024 across defined contribution plans with 100 or more participants: 100 to 249 participants (21,996 plans), other services (2,675) and all US plans (63,460). Fee medians cover plans that report an amount.
Trend by plan year
| Plan year | Participants | Net assets | Per participant | Employer contributions | Participant contributions | Schedule C compensation |
|---|---|---|---|---|---|---|
| 2025 | 123 | $2.7M | $22,065 | $137K | $260K | $40K |
| 2024 | 229 | $2.4M | $10,380 | $348K | $671K | $32K |
| 2023 | 149 | $1.6M | $10,638 | $215K | $365K | $0 |
| 2022 | 206 | $1.1M | $5,223 | $236K | $439K | $0 |
Years in which the plan filed the full Form 5500 with 100 or more participants, from 2009. Plan year is the year in which the plan year began.
Statement for the year
- Net assets, beginning of year$2,376,538
- Employer contributions$136,610
- Participant contributions$259,549
- Rollovers and other contributions$12,240
- Total contributions$408,399
- Total income, including investment results$898,690
- Benefits paid$533,041
- Administrative expenses$28,681
- Total expenses$561,722
- Net income$336,968
- Net transfers$0
- Net assets, end of year$2,713,506
Participants
- Active participants51
- Retired or separated, receiving benefits0
- Retired or separated, entitled to future benefits72
- Participants with account balances111
- Total participants, end of year123
Fees and service providers
| Organisation | Services reported | Direct | Indirect |
|---|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $21,438 | $0 |
| Cambridge Investment Group | Investment advisory (plan) | $9,678 | $0 |
| Premier Plan Consultants, Inc. | Contract Administrator | $6,821 | $1,251 |
| OneDigital Investment Advisors LLC | Investment advisory (plan) | $290 | $0 |
| Advised Assets Group, LLC | Investment management | $223 | $0 |
Schedule C, Part I line 2: providers that received $5,000 or more, with the form's own service codes. Individuals named on Schedule C (plan employees, individual trustees) are never shown and their compensation is excluded. Eligible indirect compensation disclosed by formula carries no dollar amount. See how to read Schedule C fees.
Administrative expenses on Schedule H
- Recordkeeping fees$21,438
- Contract administrator fees$6,821
- Investment advisory and management fees$422
- Total administrative expenses$28,681
Investment structure
Assets at year end by Schedule H category. The form shows the kind of vehicle holding the money, not the funds on the menu.
- Common/collective trusts$2.3M · 82.9%
- Registered investment companies (mutual funds)$407K · 15.0%
- Insurance company general account$32K · 1.2%
- Participant loans$22K · 0.8%
- Receivables$1,728 · 0.1%
Audit and compliance answers, as filed
- Accountant's opinionUnmodified (unqualified)
- Audit scope limited under ERISA section 103(a)(3)(C)Yes
- Accounting firmCBIZ CPAS P.C.
- Participant contributions reported as transmitted lateYes, $35,899
- Covered by a fidelity bondYes, $238,000
- Blackout period during the yearNo
These are the plan administrator's own answers on Schedule H, Part IV. A reported late transmittal is the filer's disclosure of a timing lapse, usually corrected through the Department of Labor's voluntary program; the amount is the total involved, not a loss.
Plan characteristics
2EProfit-sharing plan2JCode section 401(k) feature2FERISA section 404(c) plan2GTotal participant-directed account plan3DPre-approved pension plan2KCode section 401(m) arrangement2TTotal or partial participant-directed account plan with a default investment account
Codes entered on Form 5500 line 8a, with the labels from the official instructions. Business code 812990: All Other Personal Services.
Similar plans in Wisconsin
| Plan | Sponsor | Participants | Net assets | Per participant |
|---|---|---|---|---|
| State Bar of Wisconsin Savings Plan | State Bar of Wisconsin | 126 | $22.2M | $176,294 |
| Master Fleet, LLC Savings and Retirement Plan | Master Fleet, LLC | 121 | $5.7M | $46,925 |
| Girl Scouts of Wisconsin Southeast, Inc. 403(b) Thrift Plan | Girl Scouts of Wisconsin Southeast, Inc. | 129 | $8.9M | $69,293 |
| Wisconsin Education Association Council Professional and Associate Staff Retirement and 401(k) Plan | Wisconsin Education Association Council | 104 | $38.9M | $373,559 |
| Kenosha Achievement Center, Inc. Employees' Profit Sharing Trust | Kenosha Achievement Center, Inc. | 136 | $3.9M | $28,867 |
| Workforce Resource Tax Sheltered Annuity Plan | Workforce Resource, Inc. | 138 | $4.0M | $28,826 |
Defined contribution plans in other services closest in size.
Questions and answers
How big is Democratic Party of Wisconsin 401(k) Profit Sharing Plan & Trust?
123 participants at the end of the plan year ending 31 Dec 2025, of whom 51 were active employees, with net assets of $2,713,506. Among defined contribution plans that places it in the 100 to 249 participants band, which held 21,996 plans in plan year 2024.
What does Democratic Party of Wisconsin contribute per participant?
The filing reports $136,610 in employer contributions for the year, which is $2,679 per active participant; the median for plans of the same type and size was $2,447 in plan year 2024. Form 5500 reports the total only. It does not state the match formula, and the per-participant figure is an average, not any one person's contribution.
What fees does the plan pay and how do they compare?
Schedule C reports $39,701 in compensation to service provider organisations, $323 per participant or 1.5% of net assets. The same-size median among plans reporting any Schedule C compensation was $194 per participant. Administrative expenses on Schedule H were $28,681. Investment costs deducted inside mutual funds and other pooled vehicles are not itemised on Form 5500, so these figures are a floor rather than a full cost.
Who runs the plan?
The sponsor is Democratic Party of Wisconsin. Recordkeeping or administration: Empower Annuity Insurance Company and Premier Plan Consultants, Inc.. Investment advisory or management: Cambridge Investment Group, OneDigital Investment Advisors LLC and Advised Assets Group, LLC. The financial statements were audited by CBIZ CPAS P.C.. Form 5500 also names the plan administrator's signer and other individuals; this site publishes organisations only.
Was the audit opinion unqualified?
The filing reports an unmodified (unqualified) opinion from a limited-scope audit, in which the accountant did not audit investment information certified by a bank or insurance company. Unmodified (formerly "unqualified") is the standard clean opinion.
How current is this, and does it show my balance?
This is the Form 5500 for the plan year 1 Jan 2025 to 31 Dec 2025, received by the Department of Labor on 21 Jul 2026. Filings are due seven months after the plan year ends, or nine and a half with an extension, so the public record always runs a year or more behind. It contains plan-level totals only: no individual balances, contributions or names of participants exist in the data.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files (Form 5500, Schedule H, Schedule C) for plan years 2009 to 2025, public domain, with filings received through 24 Aug 2026. This page shows the latest filing on record for EIN 39-0793066, plan 001, received 21 Jul 2026; an amended filing replaces it at the next build. Medians and percentiles are computed by this site; see the methodology. Report an error through corrections.