Democratic Party of Wisconsin 401(k) match, vesting and fees
What Democratic Party of Wisconsin's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Cbiz Cpas P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2025 medians for 942 defined-contribution plans in other services with 100 to 499 participants.
| Democratic Party of Wisconsin: employer contribution per participant | $1,231 | |
| Peer median | $1,890 |
| Democratic Party of Wisconsin: average balance | $24,446 | |
| Peer median | $56,033 |
| Democratic Party of Wisconsin: admin expenses ÷ assets | 1.13% | |
| Peer median | 0.37% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $678K at the end of plan year 2021 to $2.7M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 123 | $2.7M | $137K | $1,231 | 1.13% | Not published | Form 5500 ↗ |
| 2024 | 229 | $2.4M | $348K | $1,554 | 1.23% | Not published | Form 5500 ↗ |
| 2023 | 149 | $1.6M | $215K | $1,748 | 0.24% | Not published | Form 5500 ↗ |
| 2022 | 206 | $1.1M | $236K | $1,238 | 0.54% | Not published | Form 5500 ↗ |
| 2021 | 167 | $678K | $131K | $1,002 | 1.19% | Not published | Form 5500 ↗ |
Common questions
Does Democratic Party of Wisconsin match 401(k) contributions?
The match terms for the Democratic Party of Wisconsin 401(k) Profit Sharing Plan & Trust have not been published from its filing yet. The plan year 2025 filing reports $137K in employer contributions, about $1,231 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Democratic Party of Wisconsin 401(k) match vested?
The vesting schedule for the Democratic Party of Wisconsin 401(k) Profit Sharing Plan & Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Democratic Party of Wisconsin 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Empower Annuity Insurance Company. The plan administrator is Democratic Party of Wisconsin.
I left Democratic Party of Wisconsin. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Democratic Party of Wisconsin, (608) 336-3217) or the recordkeeper, Empower Annuity Insurance Company. The Democratic Party of Wisconsin old 401(k) page lists the contacts from every plan filing. Find an old Democratic Party of Wisconsin 401(k)
Data from the public Form 5500 annual reports Democratic Party of Wisconsin filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Democratic Party of Wisconsin. Not financial advice. Report a correction · Methodology