How big is Special Olympics Wisconsin, Inc.'s plan?

Special Olympics Wisconsin, Inc.'s plan reported $4.4M in assets and 37 participants for 2024.

Original filing (PDF)20250625070532NAL0018778866001

Special Olympics Wisconsin, Inc.

Name: Special Olympics Wisconsin, Inc. — Special Olympics, Form 5500 (2024)
Creator: Special Olympics Wisconsin, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Special Olympics Wisconsin DC Retirement Plan

403(b) retirement plan · Special Olympics Wisconsin, Inc.'s Special Olympics Wisconsin DC Retirement Plan held $4.4M in plan assets for 37 participants in 2024.

Active participants

Accounts w/ balance

109

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

People on this filing

Robin Van Fleet Bergan signed Special Olympics Wisconsin, Inc.'s 2024 Form 5500 as plan administrator.

Robin Van Fleet Bergan — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Special Olympics Wisconsin, Inc.'s EIN is 39-1176591.

EIN 39-1176591

Plan number 001

Plan year 2024

ACK ID 20250625070532NAL0018778866001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Special Olympics Wisconsin, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Special Olympics Wisconsin, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).

Decision-maker contacts

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

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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 (98th percentile).

Plan sponsor

Name

SPECIAL OLYMPICS WISCONSIN, INC.

EIN

all filings

Address

6582 RONALD REAGAN AVE. · MADISON, WI · 53704

Phone

(608) 222-1324

Industry

Educational Services

Plan administrator