Marquette University retirement plans

Marquette University, Milwaukee, WI. EIN 39-0806251. Annual reports 2009–2024. Also filed as Marquette Unversity.

Marquette University has one active retirement plan on file, the Marquette University Retirement Plan, with 5,316 participants and $926 million in assets in 2024. No traditional pension plan appears in Marquette University's filings since 2009.

Active plans: 1
Participants: 5,316
Plan assets: $926 million
Plans on file: 2
Industry: Education

All 2 plans

Active plans first

Marquette University Retirement Plan

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 39-0806251
Participants (2024): 5,316
Net assets (2024): $926 million
Last listed recordkeeper: TIAA2012–2021
Plan administrator: Marquette University
313 N 13TH Street
Milwaukee, WI 53233
(414) 288-5629As filed for 2024
In effect since: February 1, 1960

Earlier sponsor: Marquette Unversity (2015–2022).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	5,316	$926 million	not listed
2023	5,399	$865 million	not listed
2022	4,162	$779 million	not listed
2021	4,233	$897 million	TIAA
2020	4,277	$823 million	not listed
2019	4,367	$743 million	not listed
2018	4,241	$649 million	not listed
2017	4,054	$683 million	not listed
2016	3,743	$524 million	not listed
2015	3,549	$480 million	not listed
2014	3,282	$482 million	not listed
2013	3,558	$465 million	TIAA
2012	3,560	$409 million	TIAA
2011	3,471	$369 million	not listed
2010	3,369	$364 million	not listed
2009	3,199	$331 million	not listed

Marquette University Tax Deferred Annuity Plan

403(b)Closed

Closed. The plan filed its final annual report for 2016, which means its assets were paid out or moved and it no longer exists.

Plan number: 002Employer EIN 39-0806251
Participants (2016): 1,651
Net assets (2016): $91.2 million
Plan administrator: Marquette University
915 W. Wisconsin Avenue, Suite 185
Milwaukee, WI 53233
(414) 288-7305As filed for 2016
In effect since: April 1, 2014

Year by year, 2014 to 2016

Plan year	Participants	Net assets	Recordkeeper
2016	1,651	$91.2 million	not listed
2015	1,751	$118 million	not listed
2014	2,285	$112 million	not listed

If you had money in one of these plans

Or call the plan administrator listed on the plan below ((414) 288-5629). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

Marquette University Retirement Plan

Marquette University Tax Deferred Annuity Plan

If you had money in one of these plans

What these numbers are

Other employers in WI