How big is AFT-Wisconsin's plan?

AFT-Wisconsin's plan reported $2.2M in assets and 6 participants for 2024.

Original filing (PDF)20250814162656NAL0005504019001

AFT-Wisconsin

Name: AFT-Wisconsin — AFT-Wisconsin Money Purchase Pension, Form 5500 (2024)
Creator: AFT-Wisconsin
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AFT-Wisconsin Money Purchase Pension Plan

Defined-contribution retirement plan · AFT-Wisconsin's AFT-Wisconsin Money Purchase Pension Plan held $2.2M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan identifiers

AFT-Wisconsin's EIN is 39-0963086.

EIN 39-0963086

Plan number 001

Plan year 2024

ACK ID 20250814162656NAL0005504019001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for AFT-Wisconsin from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

AFT-Wisconsin's plan includes money-purchase contributions, ERISA 404(c) participant direction, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AFT-WISCONSIN.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

AFT-WISCONSIN

EIN

all filings

Address

PO BOX 247 · COTTAGE GROVE, WI · 53527

Phone

(608) 662-1444

Industry

Educational Services

Plan administrator